Investment Associate

Job Description

What is the opportunity?

RBC Dominion Securities is Canada's leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management. 

The RBC Dominion Securities branch in Northwest Edmonton is looking for a resourceful, efficient and collaborative individual to join our Team as an Investment Associate.

By providing ongoing, exceptional service and support to our clients, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable Team member, you will play a key role in both general practice administration and maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with the Investment Advisors in managing client portfolios and wealth management planning opportunities.

What will you do?

• Execute investment trades and portfolio management as coordinated by Advisor
• Provide trade surveillance and ensure accuracy of portfolio holdings relative to the Investment Policy Statement
• Work with Advisor to develop the investment models and portfolio rebalancing
• Coordinate position maintenance, book cost accuracy and execution of corporate reorganizations
• Monitor fixed income maturities for reinvestment
• Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
• Administer estate adjustments and distribution
• Respond to client and related party inquiries (account transactions, requests for tax receipts, account reporting, etc.).
• Follow up on client trades to ensure proper settlement and delivery
• Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management Activities and priorities.

What do you need to succeed?

Must-have (or working towards)

• Canadian Investment Regulatory Exam, CIRE
• Professional Microsoft Excel experience
• High level mathematical skills and logical thinking
• Strong time management and organization skills

Nice-to-have

• Knowledge of RBC Dominion Securities' systems and procedures
• Experience in the securities industry is an asset
• Demonstrated proficiency in providing world-class client service that will come across as professional, warm, and friendly to our clients

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

• Leaders who support your development through coaching and managing opportunities

• An opportunity to make a difference and have a lasting impact on the lives of others

• Work in a dynamic, collaborative, progressive, and high-performing team

• The chance to work in a dynamic, collaborative, progressive, and high-performing team

Job Skills

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

Additional Job Details

Address:

AVE NW:EDMONTON

City:

Edmonton

Country:

Canada

Work hours/week:

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

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