Investment Associate

2 weeks ago

Vancouver, 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?**

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.

The RBC Dominion Securities branch located in Vancouver, BC is seeking an Investment Associate to provide dedicated support in investment & money management activities for high performing Chairman Council Team. You will work in a fast-paced team environment and be responsible for the management of discretionary portfolios and assisting with the implementation of wealth management strategies.

**What will you do?**
- Work closely with Portfolio Managers.
- Collaborating with Portfolio managers on researching, evaluating and incorporating macro-economic conditions in the portfolio management process.
- Providing support for the administration of the portfolio and client relationships.
- Participates in idea generation for asset allocation and selection of securities including equities, fixed income and alternatives.
- Implement investment policy decisions, monitor asset mixes, rebalance portfolios, and risk management
- Implement changes to portfolios by trading equity, fixed income, alternatives and money market securities
- Assist with day to day portfolio review, asset allocation rebalancing and executing and monitoring trades

**What do you need to succeed?**

**Must-have**
- A minimum of 5 years relevant industry experience
- CFA, CIM, or a similar designation
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
- Self-starter that is client services and solutions oriented. Ability to work effectively as part of a team
- Excellent understanding of financial products (Equities, fixed Income, mutual funds, preferred shares, options, alternatives, and private equity)
- Strong Microsoft Office Suite skills
- Meticulous attention to detail and excellent time management skills

**What’s in it for you?**

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- The opportunity to work as part of a dynamic, collaborative, progressive, and high-performing team
- Challenging work that will help you grow professionally
- Ongoing opportunities to build close relationships with clients

**Job Summary**

**Address**:
VANCOUVER, British Columbia, Canada

**City**:
CAN-BC-VANCOUVER

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Wealth Management

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2023-03-23

**Application Deadline**:
2023-04-15

**I**nclusion** 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.

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