Investment Associate

3 weeks ago


Vancouver, Canada Royal Bank of Canada Full time

**Job Summary**

**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.

By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable internal and external point of contact, you will play a key role in working with a Portfolio Manager in managing client portfolios, analysis and administrative support.

**What will you do?**:

- Update and maintain customized client Income Reporting spreadsheets.
- Work with PM review/analysis of portfolios
- Bulk trading and allocation
- ClientLink Portfolio Modelling
- FlexPaks
- Tax reporting and analysis
- Follow up on client trades to ensure proper settlement and delivery
- Support the team and clients when needed with administrative help

**What do you need to succeed?**:
**Must-have**:

- Knowledge of RBC Dominion Securities’ systems and procedures
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
- Show initiative, be a team player and be proactive
- High quality time management and organization skills
- Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
- Exceptional English verbal and written communication skills

**What’s in it for you?**:
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program which include competitive compensation and flexible benefits
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- Opportunities to building close relationships with clients

This position may be eligible to receive a discretionary/variable incentive payment.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

- Drives RBC’s high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value

**Job Skills**

Account Management, Customer Success, Decision Making, Financial Regulation, Interpersonal Relationships, Investment Risk Management, Problem Solving

**Additional Job Details**

**Address**:
VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER

**City**:
VANCOUVER

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Wealth Management

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2023-10-20

**Application Deadline**:
2023-12-20

**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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