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Form of workJob Summary
Job Description
What is the opportunity?
The RBC Dominion Securities branch located in Vancouver, BC is seeking an Investment Associate to provide dedicated support in investment & money management activities for high performing Chairman Council Team. You will work in a fast-paced team environment and be responsible for the management of discretionary portfolios and assisting with the implementation of wealth management strategies.
What will you do?
- Implement investment policy decisions, monitor asset mixes, rebalance portfolios, and risk management
- 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 Portfolio Manager
- Contact clients with specific buy/sell recommendations as directed by the team
- Research analysis
What do you need to succeed?
Must-have
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
- Excellent understanding of financial products (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 securities industry
- CFA level 1, or CIM designation
Nice-to-have
- Knowledge of RBC Dominion Securities' systems and procedures, an asset
- A high degree of current market activity knowledge is an asset
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 which include competitive compensation and flexible benefits
- 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
- Opportunities to do challenging work
- Opportunities to building close relationships with clients
The expected salary range for the above position is $38,000 - 55,000 depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs.
This position may be eligible to receive a discretionary/variable incentive payment.
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
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance MeasurementAdditional Job Details
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Inclusion 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.
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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