Trade Execution/investment Associate

**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.

The RBC Dominion Securities branch located in White Rock is seeking an Investment Associate (Trade Execution Specialist) to join a successful Private Investment Management Team. You will execute all portfolio trading and support the Portfolio Manager in keeping portfolio models up to date.

**What will you do?**Execute trades and rebalance portfolios.
- Execute model portfolio changes
- trade execution only
- Exchange foreign currency when needed
- Keeping models up to date on a weekly/monthly basis
- Reviewing cash balances (debits & credits) for investment or debit coverage for discretionary and non-discretionary accounts
- Execute all other trading for team members. (i.e. post client review portfolio changes, monthly AFT & RIF payments, EFTs & wire transfers) - trade execution only
- Debit forecasting - reviewing accounts to ensure cash balances for quarterly fees
- Reviewing and maintaining Private Investment Management (PIM) Dashboard. Keeping client accounts on side with regards to their current Investment Policy Statement (IPS).
- Reviewing and maintaining daily reports for investment of funds (i.e. deposits, contributions, PACs).
- Reviewing and executing on any reorg notices
- Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.

**What do you need to succeed?**

**Must-have**
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
- Strong Microsoft Office Suite skills
- Meticulous attention to detail and excellent time management skills
- Minimum of 2 years of experience in securities industry

**Nice-to-have**
- Knowledge of RBC Dominion Securities’ systems and procedures, an asset
- Highly developed technical skills
- Exceptional written and verbal 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 including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- 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
- A world-class training program in financial service

The expected **base**salary range for this particular position is $37,500 - $45,000 - depending on your experience, skills, and registration status, market conditions and business needs.

You have the **potential to earn considerably more through RBC’s robust discretionary bonus program** which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

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, Communication, Customer Success, Decision Making, Foreign Currency, Interpersonal Relationships, Investment Management, Investment Risk Management, Teamwork, Time Management, Trade Execution, Wealth Management

**Additional Job Details**

**Address**:
2626 CROYDON DR:SURREY

**City**:
SURREY

**Country**:
Canada

**Work hours/week**:
30

**Employment Type**:
Part time

**Platform**:
WEALTH MANAGEMENT

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2025-01-30

**Application Deadline**:
2025-02-22

**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.

**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.