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Associate Trust Investment Manager

2 days ago

Toronto, Ontario, Canada RBC Full time $55,000 - $90,000

Job Description

What is the opportunity?

As a key member of RBC Royal Trust's (RT) Trust Investments Group, you will be responsible for assisting Trust Investment Managers (TIM) across Canada in providing portfolio maintenance and administration for trust, power of attorney/mandate, estate and partnership accounts.  The Associate TIM will also support the team with oversight and risk monitoring, and will have growing exposure to portfolio management areas such as drafting Investment Policy Statements and preparing presentations.

This position allows for further progression into a more senior role (TIM) depending on the candidate's development.

What will you do?

  • Input trades and ensure they are processed accurately and on a timely basis
  • Assist with managing cash balances
  • Ensure that client portfolios are structured and managed within parameters outlined in the Investment Policy Statement and in accordance with RT investment policies and procedures
  • Draft and review Investment Policy Statements
  • Prepare client presentations and attend meetings as required
  • Ad hoc special projects 

What do you need to succeed?

Must Have

  • Minimum of 2 years' experience in a similar role in the investment industry or strong finance background
  • University Degree
  • Successful completion of CSC (Canadian Securities Course)
  • Proficiency in Microsoft Office Suite (Excel, Outlook, Word, PowerPoint)
  • Strong organizational, analytical and time management skills

Nice to Have  

  • Enrolled in the CFA program (Chartered Financial Analyst)
  • CIM Designation (Chartered Investment Manager)
  • Advanced Excel proficiency (Pivot Tables, Lookups, Basic VBA)

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

WMRT

Job Skills

Fiduciary Management, Investment Performance Measurement, Investment Reporting, Investment Risk Management, Investments, Investments Analysis, Microsoft Excel, Portfolio Management, Trade Processing, Trust Operations Management

Additional Job Details

Address:

RBC CENTRE, 155 WELLINGTON ST W:TORONTO

City:

Toronto

Country:

Canada

Work hours/week:

37.5

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

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

$55, $90,000.00

The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.

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.