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Form of workJob Summary
Job Description
The RBC Dominion Securities Branch located in Hamilton is looking for an Investment Associate to join a Council Team. By joining the team you will participate in maintaining, developing and growing the business by providing exceptional service in an efficient and professional manner.
The successful candidate will provide dedicated support on investment and money management activities for the Council Team.
What will you do?
Main focus will be on trading
Provide support in portfolio construction and proposals
Manage Discretionary Bulk Trading lists and execution, Risk Dashboard and IPS
Be proficient in Excel and the TAC for PIM and A+
Work closely on report building for clients and working with accountants on forms required for tax filing
Review portfolios regularly and re-balance them with guidance from the advisory team, manage TAC sheets, risk dashboard, bulk trading, IPS (new and updates)
Execute on trades as directed by the advisory team and follow up on orders to ensure proper settlement and delivery
Review reports daily and process any necessary corrections and actions
What do you need to succeed?
Must Have
Approval as a Investment Representative (IR) with IIROC
Exceptional written and verbal communication skills in English
Strong Microsoft Office skills, especially Excel
Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
Nice to Have
4 years or more of professional experience within investment industry
Meticulous attention to detail and strong problem solving and analytical skills
Highly-developed client service skills
CIM designation, an asset
Knowledge of RBC Dominion Securities' systems and procedures
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.
Opportunity to work with a successful Counsel team in Hamilton
Opportunities to do challenging work
Ability to make a difference and lasting impact
Job Skills
Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk ManagementAdditional Job Details
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