Current jobs related to Investment Associate - Guelph - Royal Bank of Canada

  • Investment Associate

    3 months ago

    Guelph, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** If you are passionate about managing a complex trading operation at scale and are excited about the opportunity to support a large advisor team (16 team members) in delivering a world class investment management experience to our clients, then you should definitely read on! The Elinesky Schuett Private Wealth...

  • Investment Solutions Associate

    4 days ago

    Guelph, Ontario, Canada Skyline Group of Companies Full time

    About this role:We are seeking a highly motivated and customer-focused individual to join our Wealth Management team as an Associate, Wealth Solutions. This full-time position will be located at our Head Office in Guelph, ON.Job Description:The Associate, Wealth Solutions is responsible for acting as a point of contact for all inquiries from Skyline Wealth...

  • Investment Specialist Associate

    5 months ago

    Guelph, Canada Scotiabank Full time

    Requisition ID: 173062 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiabank Investment Specialist Associate, you will be able to learn the intricacies of financial planning by working alongside seasoned Investment Specialists. You will have an opportunity to master the skills required to...

  • Associate

    5 months ago

    Guelph, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** If you want to jump into an entrepreneurial environment, work on complex solutions for high net worth clients, and get exposed to some of the most experienced Associates, Advisors, and Financial Planners in the country, then you should definitely read on! The Elinesky Schuett Private Wealth team of RBC Dominion...

  • Associate

    4 weeks ago

    Guelph, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** If you want to jump into an entrepreneurial environment, work on complex solutions for high net worth clients, and get exposed to some of the most experienced Associates, Advisors, and Financial Planners in the country, then you should definitely read on! The Elinesky Schuett Private Wealth team of RBC Dominion...

  • Wealth Management Associate

    2 months ago

    Guelph, Ontario, Canada Skyline Group of Companies Full time

    Are you looking for a challenging role where you can utilize your client relationship skills? Skyline Group of Companies is seeking a highly motivated and driven individual to join our Wealth Management team as a Licensed Associate, Wealth Solutions.Skyline Wealth Management is a premier wealth planning and investment firm that offers clients a best-in-class...

  • Wealth Management Associate

    2 months ago

    Guelph, Ontario, Canada Skyline Group of Companies Full time

    Are you looking for a challenging role where you can utilize your client relationship skills? Skyline Group of Companies is seeking a highly motivated and driven individual to join our Wealth Management team as a Licensed Associate, Wealth Solutions.Skyline Wealth Management is a premier wealth planning and investment firm that offers clients a best-in-class...

  • Wealth Management Associate

    2 months ago

    Guelph, Ontario, Canada Skyline Group of Companies Full time

    Are you looking for a challenging role where you can utilize your client relationship skills? Skyline Group of Companies is seeking a highly motivated and driven individual to join our Wealth Management team as a Licensed Associate, Wealth Solutions.Skyline Wealth Management is a premier wealth planning and investment firm that offers clients a best-in-class...

  • Wealth Management Associate

    2 months ago

    Guelph, Ontario, Canada Skyline Group of Companies Full time

    Are you looking for a challenging role where you can utilize your client relationship skills? Skyline Group of Companies is seeking a highly motivated and driven individual to join our Wealth Management team as a Licensed Associate, Wealth Solutions.Skyline Wealth Management is a premier wealth planning and investment firm that offers clients a best-in-class...

  • Wealth Management Associate

    3 weeks ago

    Guelph, Ontario, Canada Skyline Group of Companies Full time

    Are you a motivated and driven individual looking to showcase your client relationship skills in a dynamic and growing company? We're seeking a passionate and energetic candidate to join our Wealth Management team as a Licensed Associate, Wealth Solutions.Skyline Wealth Management, a division of the Skyline Group of Companies, is a premier wealth planning...

  • Associate - Wealth Management

    4 weeks ago

    Guelph, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and motivated Associate to join our Wealth Management team at Royal Bank of Canada. As an Associate, you will play a key role in delivering exceptional client service and supporting the growth of our business.Job DescriptionThe Associate will work closely with our Investment Advisors and Client Experience Associate...

  • Associate - Wealth Management

    4 weeks ago

    Guelph, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and motivated Associate to join our Wealth Management team at Royal Bank of Canada. As an Associate, you will play a key role in delivering exceptional client service and supporting the growth of our business.Job DescriptionThe Associate will work closely with our Investment Advisors and Client Experience Associate...

  • Associate

    2 weeks ago

    Guelph, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a skilled Associate to join our team at Royal Bank of Canada, working closely with Investment Advisors to deliver exceptional client service and support the growth of our wealth management business.Key ResponsibilitiesProvide world-class primary service contact for clients, ensuring their needs are met and they are satisfied with...

  • Associate - Wealth Management

    4 weeks ago

    Guelph, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and motivated Associate to join our Wealth Management team at Royal Bank of Canada. As an Associate, you will play a key role in delivering exceptional client service and supporting the growth of our business.Job DescriptionThe Associate will work closely with our Investment Advisors and other team members to...

  • Associate - Wealth Management

    4 weeks ago

    Guelph, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and motivated Associate to join our Wealth Management team at Royal Bank of Canada. As an Associate, you will play a key role in delivering exceptional client service and supporting the growth of our business.Job DescriptionThe Associate will work closely with our Investment Advisors and other team members to...

  • Associate

    4 weeks ago

    Guelph, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job Title: AssociateAt RBC Dominion Securities Inc., we are seeking a highly motivated and detail-oriented Associate to join our team. As an Associate, you will play a key role in providing exceptional client service and supporting the growth of our business.Key Responsibilities:Provide world-class client service to our clients, ensuring their needs are met...

  • Associate

    4 weeks ago

    Guelph, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job Title: AssociateAt RBC Dominion Securities Inc., we are seeking a highly motivated and detail-oriented Associate to join our team. As an Associate, you will play a key role in providing exceptional client service and supporting the growth of our business.Key Responsibilities:Provide world-class client service to our clients, ensuring their needs are met...

  • Wealth Management Associate

    3 weeks ago

    Guelph, Ontario, Canada Skyline Group of Companies Full time

    Are you looking for a challenging role where you can utilize your client relationship skills? Skyline Wealth Management, a division of the Skyline Group of Companies, is seeking a passionate and driven candidate for the position of a Licensed Associate, Wealth Solutions.Skyline Wealth Management is a premier wealth planning and investment firm that offers...

  • Associate

    4 weeks ago

    Guelph, Ontario, Canada RBC Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Associate to join our team at RBC. As an Associate, you will play a key role in providing exceptional client service and supporting the growth of our wealth management business.Key ResponsibilitiesProvide world-class client service to our high net worth clients, ensuring their needs are met...

  • Associate

    4 weeks ago

    Guelph, Ontario, Canada RBC Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Associate to join our team at RBC. As an Associate, you will play a key role in providing exceptional client service and supporting the growth of our wealth management business.Key ResponsibilitiesProvide world-class client service to our high net worth clients, ensuring their needs are met...

Investment Associate

2 months ago

Guelph, Canada Royal Bank of Canada Full time

Job Summary

Job Description

What is the opportunity?

If you are passionate about managing a complex trading operation at scale and are excited about the opportunity to support a large advisor team (16 team members) in delivering a world-class investment management experience to our clients, then you should definitely read on

The Elinesky Schuett Private Wealth team of RBC Dominion Securities (Elinesky Schuett) is one of the largest and fastest-growing advisor teams in the country. We are leading experts in multi-generational wealth management and legacy preservation for high net worth individuals and families, business owners and executives, farmers navigating farm transitions, institutions, and charitable foundations. Our mission is to improve lives through a people-first approach to wealth management and to help give our clients more meaning to their money – and we pride ourselves on recruiting, building, and retaining a values-driven team that understands this.

To continue delivering on our mission, Elinesky Schuett is currently seeking a dynamic Investment Associate to help take our trading operations to the next level. The role works closely with associates and advisors to efficiently plan, execute, monitor, and manage the portfolio and scaled investment strategy for our clients. This role is instrumental in building out and monitoring portfolio models, executing individual, bulk, and FX trades, managing portfolio risk and compliance diagnostics, rebalancing the portfolios as needed, executing strategies for tax loss selling as needed, and proactively managing the portfolio for regular and irregular cash and liquidity needs for our clients. This role is as much instrumental to Trading Operations as it is in supporting cross training, leading or contributing to strategic initiatives, and helping with team capacity during urgent or peak volume periods.

What will you do?

  • DELIVER WORLD CLASS INVESTMENT MANAGEMENT AT SCALE
    Leverage the power of the Private Investment Management (PIM) platform to build portfolio models, efficiently allocate securities using our proprietary target allocation calculator, and execute bulk trades at scale, while minimizing return drag, trading losses, corrections, and debit interest.
  • BE THE CHAMPION OF PORTFOLIO RISK MANAGEMENT
    Take extreme ownership over monitoring and resolving risk alerts driven from client Investment Policy Statement (IPS) constraints and PIM Investment Management Guidelines to ensure our client portfolios are 100% compliant and never blocked from executing trades.
  • EFFICIENTLY MANAGE PORTFOLIO CASH
    Analytically review, master, and build a plan to efficiently cover recurring client cash obligations without creating significant drag on portfolio returns.
  • BE THE MASTER OF PORTFOLIO PERFORMANCE REPORTING
    Use your analytical skills and meticulous attention to detail to review, summarize, and report on monthly performance data on our equity and fixed income portfolios.
  • SCALE TRADING OPERATIONS
    Be the champion for the trading process, related technologies and/or best practices, and take extreme ownership over improving and/or making them more efficient.

What do you need to succeed?

Must Have

  • Investment Representative Licensed – CSC, CPH, and 30-day training.
  • 5+ years of securities industry and/or portfolio management experience.
  • Demonstrated experience rebalancing portfolios, bulk trading, building and managing portfolio models, and working with trade lists.
  • Advanced understanding of the stock market, investments, retirement plans, and working knowledge of fixed income products, equities, mutual funds, insurance, annuities, and applicable compliance rules and regulations.
  • Being detail-oriented, possessing outstanding written and verbal communication skills, problem-solving skills, and ability to navigate multiple demands in a fast-paced environment.
  • Proactive and methodical thinker that can easily work through competing and/or changing priorities.
  • Meticulous attention to detail with strong mathematical and analytical skills.
  • Comfortable working independently and within a team.

Nice to Have

  • Specific experience with RBC Dominion Securities and its software products (ClientLink, TradeLink, TAC, PIM Risk Dashboard, FactSet, COB, etc.).
  • Experience with Salesforce.
  • Strong proficiency in video conferencing and messenger service applications (Slack, WebEx Teams, Microsoft Teams, Zoom, etc.).
  • Strong proficiency in Microsoft Excel and ability to work with large datasets.
  • Previous experience as an associate supporting an advisor team is considered an extremely valuable asset.
  • Working towards CFA considered an asset.

What’s in it for you?

Elinesky Schuett attributes its growth and the success of its service offering to its people. We strive to attract and retain exceptional individuals by nurturing a diverse, equitable, and inclusive environment that is well-resourced, experienced, and engaged for career growth and personal development without compromising on competitive compensation, life-work balance, and service impact beyond the business. While working on our mission, some of the benefits our team members enjoy are:

  • Opportunities to do challenging work and to take on progressively greater accountabilities.
  • Competitive base salary and variable performance bonuses.
  • Comprehensive health benefits and matching programs.
  • Competitive team and office perks including strong vacation, personal, sick, and flex day policies.
  • Fun team events and social activities.

Job Skills: Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management.

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients, and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips, and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

#J-18808-Ljbffr