Investment Associate
Job Summary
Job Description
What is the opportunity?
RBC Dominion Securities is currently seeking an Investment Associate to join a large portfolio management team specialized in providing wealth management services to a sophisticated clientele. You will provide dedicated support to the portfolio management team on investment and money management activities.
What will you do?
- Support the portfolio management team in general administrative duties in the management of client accounts
- Request information and documentation from clients in order to keep client files up to date
- Execute on trades as directed by the portfolio management team
- Follow up on orders to ensure proper settlement and delivery
- Review portfolios regularly
- Rebalance portfolios with guidance from the portfolio management team
- Manage risk dashboard, bulk trading, Investment Policy Statements (IPS), etc.
- Review reports daily and process any necessary corrections and actions
What do you need to succeed?
Must-have
- Post-secondary degree in finance or a related area of study
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
- Minimum of 2 years of professional work experience within the investment industry
- Bilingualism (English and French) required, as you will regularly do business with partners across Canada
- Strong working knowledge of Microsoft 365 apps (Word, Excel, and Outlook)
Nice-to-have
- Passion for investments, analysis, and portfolio management
- Meticulous attention to detail and excellent time management skills
- Strong problem solving and analytical skills
- Enthusiastic, committed, and entrepreneurial spirit
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
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
Job Skills
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Inclusion and Equal Opportunity Employment
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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