Investment Associate

2 weeks ago

Guelph, Canada Royal Bank of Canada Full time

**Come Work with Us**

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

**Job Title**

Investment Associate

**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 Securities (Elinesky Schuett) is one the largest and fastest growing advisor teams in the country. Our mission is to make lives better through a people-first approach to wealth management and our goal is to be the premier wealth service provider in the region to high net worth individuals by delivering a world class investment management, wealth management, and client service experience.

**The role**

To deliver a world class investment management experience, 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 Investment 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 bulk and FX trades, managing portfolio risk and compliance diagnostics, and proactively working with our team to efficiently navigate regular and irregular cash and liquidity needs for our clients.

**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
- 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
- SCALE TRADING OPERATIONS - Be the champion for the trading process, related technologies and/or best practices, and take extreme ownership over improving them and keeping the team
- DEVELOP AND CROSS-TRAIN TRADING OPERATIONS KNOWLEDGE - eagerly and proactively learn, develop, and improve your trading operations knowledge and effortlessly share your best practices with the team
- Promote and support a work environment that inspires innovation, creativity, collaboration and diversity

**What do you need to succeed?**

**Must-have**
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
- 5+ years of securities industry and/or portfolio management experience
- Demonstrated ability and experience with bulk trading and modelling
- Proactive thinker that can easily work through competing and/or changing priorities
- Meticulous attention to detail with strong mathematical and analytical skills
- Highly experienced in Microsoft Excel and ability to work with large datasets
- You are enthusiastic, investigative, and committed to finding solutions
- You thrive on self-driven, project-based work and love to measure and drive progress
- Comfortable working independently and within a team

**Nice-to-have**
- Experience with bulk trading on a large Private Investment Management (PIM) team
- Specific experience with RBC Dominion Securities and its software products
- Experience with Sales Force or other Customer Relationship Management (CRM) software
- Strong proficiency in Microsoft Office Products: Outlook, Word, PowerPoint, Excel, etc.

**What’s in it for you?**

Elinesky Schuett attributes its growth and the success of its service offering on 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:

- Competitive base salary and variable performance bonuses
- Comprehensive health benefits, matching employee savings programs, and participation in the RBC Pension program
- A world-class traini

  • Associate, Wealth Planning

    20 hours ago

    Guelph, Canada Richardson Wealth Full time

    **Employment Status**: Permanent Full-Time **Location**: Guelph, ON **Department**: Retail **Reporting To**: Portfolio Manager, Investment Advisor **Job Id**: GUE - 006 **Job Level**: L4 **Seniority Level**: Associate **Position Overview**: The Wealth Planning Associate will work collaboratively with their team and utilize the Tax and Estate Planning...

  • Warehouse Associate(Stock Associate)

    Found in: Jooble CA O C2 - 2 weeks ago

    Guelph, ON, Canada Noble Corporation Full time

    Start a rewarding career at our Guelph Branch as Warehouse Associate! At Noble, we help our customers’ businesses succeed by investing in our most important asset: our teammates! Access to training and development programs Medical & Dental coverage Pension and RRSP contribution opportunities The Warehouse Associate will be responsible for fulfilling...

  • Associate, Documentation

    1 day ago

    Guelph, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Financial Services Associate

    2 days ago

    Guelph, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Testing Research Associate Leamington Ontario

    Found in: Talent CA C2 - 1 week ago

    Guelph, Canada Bayer Full time

    At Bayer we’re visionaries, driven to solve the world’s toughest challenges and striving for a world where ,Health for all, Hunger for none’ is no longer a dream, but a real possibility. We’re doing it with energy, curiosity and sheer dedication, always learning from unique perspectives of those around us, expanding our thinking, growing our...

  • Economic Development Officer

    4 days ago

    Guelph, Canada The City of Guelph Full time

    About Our Organization: When you join the City of Guelph, you join a team of over 2000 employees who deliver services the community relies on every day. Together, we are bringing to life Guelph’s vision of an inclusive, connected, and prosperous city where we look after each other and our environment. As a regional top employer, the City of Guelph values...

  • Testing Research Associate Leamington Ontario

    Found in: beBee jobs CA - 2 weeks ago

    Guelph, Ontario, Canada Bayer CropScience Full time

    \rAt Bayer we're visionaries, driven to solve the world's toughest challenges and striving for a world where ,Health for all, Hunger for none' is no longer a dream, but a real possibility. We're doing it with energy, curiosity and sheer dedication, always learning from unique perspectives of those around us, expanding our thinking, growing our capabilities...

  • Wealth Advisor

    Found in: beBee jobs CA - 4 days ago

    Guelph, Ontario, Canada RLB LLP Full time

    Salary: As a Wealth Advisor, you will provide high-calibre, customized financial planning services to our clients in conjunction with TriCert's financial planning team. You will play a vital role in ensuring each client follows a well-defined financial plan, through coordination with the client's accounting and tax advisors at RLB and with the investment...

  • Wealth Advisor

    Found in: beBee S CA - 4 days ago

    Guelph, Canada RLB LLP Full time

    Salary: As a Wealth Advisor, you will provide high-calibre, customized financial planning services to our clients in conjunction with TriCert's financial planning team. You will play a vital role in ensuring each client follows a well-defined financial plan, through coordination with the client's accounting and tax advisors at RLB and with the investment...

  • Administrative Assistant

    2 days ago

    Guelph, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Testing Research Associate Leamington Ontario

    Found in: Jooble CA O C2 - 1 week ago

    Guelph, ON, Canada Bayer (Schweiz) AG Full time

    At Bayer we’re visionaries, driven to solve the world’s toughest challenges and striving for a world where ,Health for all, Hunger for none’ is no longer a dream, but a real possibility. We’re doing it with energy, curiosity and sheer dedication, always learning from unique perspectives of those around us, expanding our thinking, growing our...

  • Payquad Support Specialist

    7 days ago

    Guelph, Canada The Skyline Group of Companies Full time

    Reporting to the Business Operations Manager, the Payquad Support Specialist is responsible for managing the Payquad ticketing system through ticket resolution, and preparing and training internal clients on system use. This role will also work alongside various internal departments and outside vendors while maintaining focus on our shared goal of creating...

  • Ic Adjustment Lead

    5 days ago

    Guelph, Canada Domain Logistics Full time

    **SCOPE** - Keeps inventory control managers promptly and fully informed of all problems or unusual matters of significance. - Fosters a cooperative and harmonious working climate conducive to maximizing employee morale and productivity. - Takes periodic physical inventories and ensures that the investment in inventory is maintained at optimum levels. -...

  • Systems Support Specialist

    1 day ago

    Guelph, Canada The Skyline Group of Companies Full time

    Reporting to the Business Operations Manager, the System Support Specialist is responsible for managing the Payquad ticketing system through ticket resolution, and preparing and training internal clients on system use. This role will also work alongside various internal departments and outside vendors while maintaining focus on our shared goal of creating...

  • System Administrator

    2 weeks ago

    Guelph, Canada Skyline Group of Companies Full time

    We’re growing!! And looking for passionate, driven and energetic candidates to join our team for the position of System Administratorlocated in our Head Office in Guelph, Ontario.Job DescriptionAre you passionate about managinga broad range of IT related tasks and projects to reach a shared goal of profitable operation through increased efficiency? As a...

  • System Administrator

    2 weeks ago

    Guelph, Canada Skyline Group of Companies Full time

    We’re growing!! And looking for passionate, driven and energetic candidates to join our team for the position of System Administratorlocated in our Head Office in Guelph, Ontario.Job DescriptionAre you passionate about managinga broad range of IT related tasks and projects to reach a shared goal of profitable operation through increased efficiency? As a...

  • System Administrator

    2 weeks ago

    Guelph, Canada Skyline Group of Companies Full time

    We’re growing!! And looking for passionate, driven and energetic candidates to join our team for the position of System Administratorlocated in our Head Office in Guelph, Ontario.Job DescriptionAre you passionate about managinga broad range of IT related tasks and projects to reach a shared goal of profitable operation through increased efficiency? As a...

  • System Administrator

    Found in: beBee jobs CA - 6 days ago

    Guelph, Ontario, Canada The Skyline Group of Companies Full time

    We're growing And looking for passionate, driven and energetic candidates to join our team for the position of System Administrator located in our Head Office in Guelph, Ontario.Job DescriptionAre you passionate about managing a broad range of IT related tasks and projects to reach a shared goal of profitable operation through increased efficiency? As a...

  • System Administrator

    Found in: beBee S CA - 6 days ago

    Guelph, Canada The Skyline Group of Companies Full time

    We're growing!! And looking for passionate, driven and energetic candidates to join our team for the position of System Administrator located in our Head Office in Guelph, Ontario.Job DescriptionAre you passionate about managing a broad range of IT related tasks and projects to reach a shared goal of profitable operation through increased efficiency? As a...

  • Intermediate Project Engineer, Land Development

    7 days ago

    Guelph, Canada Burnside & Associates Limited Full time

    Intermediate Project Engineer, Land Development R.J. Burnside & Associates Limited (Burnside) has an exciting opportunity for an Intermediate Project Engineer to join our Land Development team.The location would be in either our Guelph, Mississauga, or Hamilton offices. The position would require working with teams from various Burnside locations and may...