Description
RBC Dominion Securities is a leading investment and wealth management firm in Canada, known for its collaborative and supportive culture. The Kamloops branch is seeking an Investment Associate (Trade Execution Specialist) to join its Private Investment Management Team.
Responsibilities:
- Execute model portfolio changes (Trading Execution)
- Exchange foreign currency when needed
- Keep models up to date on a weekly/monthly basis
- Review cash balances (debits & credits) for investment or debit coverage for discretionary and non-discretionary accounts
- Execute all other trading for team members (i.e., post-client review portfolio changes, monthly AFT & RIF payments, on/off EFTs & bank wires) – Trade Execution only
- Debit forecasting – Reviewing accounts to ensure cash balances for quarterly fees
- Review and maintain Private Investment Management (PIM) Dashboard
- Review and maintain MRGD reports for investment of funds (i.e., deposits, contributions, PACs)
- Review and execute on any reorg notices
Requirements:
- Approval as an Investment Representative (IR) with IIROC and/or CFA 1
- Exceptional written and verbal communication skills
- Meticulous attention to detail and strong problem-solving and analytical skills
- Strong Microsoft Office skills
Nice-to-haves:
- 4 years or more of professional experience within the investment industry
- Highly developed technical skills
What's in it for you?
- Comprehensive Total Rewards Program including bonuses and flexible benefits
- Competitive compensation, commissions, and stock where applicable
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
The expected base salary range for this position is $50,000 - $60,000. This position may be eligible to receive a discretionary/variable incentive payment up to 1.0x base salary.