Investment Associate

4 weeks ago

Vancouver, British Columbia, Canada RBC Dominion Securities Inc. Full time

Job Opportunity:

RBC Dominion Securities Inc. is seeking a skilled Investment Associate to provide dedicated support in investment and money management activities for high-performing teams.

Key Responsibilities:

  • Implement investment policy decisions, monitor asset mixes, rebalance portfolios, and manage risk.
  • 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 as directed by the Portfolio Manager.
  • Contact clients with specific buy/sell recommendations as directed by the team.
  • Conduct research analysis.

Requirements:

  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH).
  • Excellent understanding of financial products, including 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.
  • Minimum of 5 years of experience in the securities industry.
  • CFA level 1 or CIM designation.

What We Offer:

  • A comprehensive Total Rewards Program, including competitive compensation and flexible benefits.
  • Leaders who support your development through coaching and managing opportunities.
  • The 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 build close relationships with clients.

Compensation:

The expected base salary range for this position is $38,000 - $55,000, depending on experience, skills, and registration status, market conditions, and business needs. You also have the potential to earn considerably more through RBC's robust discretionary bonus program.

Job Skills:

  • Customer Service
  • Customer Service Management
  • Decision Making
  • Interpersonal Relationship Management
  • Investment Management
  • Investment Performance Measurement

Additional Job Details:

RBC Dominion Securities Inc. is an equal opportunities employer and welcomes applications from diverse candidates. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.

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