Investment Associate

Job title:

Investment Associate

Company

Royal Bank of Canada

Job description

Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.The RBC Dominion Securities branch located in Bells Corners is seeking an Investment Associate to provide dedicated support in investment & money management activities for a successful Advisory Team.What will you do?Primary ResponsibilitiesCoordinate the execution of trades and decision-making process with the advisory team including complex trading and for the purpose of tax-loss sellingReview portfolios regularly and re-balance them with guidanceSupport cash flow processes; specifically, coordinate with the advisory team to invest new monies in portfolios and free up cash for planned and unplanned withdrawals per team philosophy and set criteriaSecondary ResponsibilitiesBack-up/support team Associates occasionally with work such as account documentation, onboarding, operations work, client contact plan, meeting bookings, fee billing analysis, RSP/TFSA/RESP/FHSA processes, etc.Back up for team Associates when they are away on holiday or out of the officeLead and/or support IT initiatives, staying on top of new/improved tools, identify opportunities to better leverageCoordinate & participate with the advisory team for investment management team meetings and communicationWhat do you need to succeed?Must-haveCanadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)Strong Microsoft Office Suite skills (Excel in particular)Meticulous attention to detail and excellent time management skillsMinimum of 2 years of experience in securities industryNice-to-haveKnowledge of RBC Dominion Securities’ systems and procedures, an assetWhat’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 applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamA world-class training program in financial serviceJob Skills Account Management, Customer Success, Decision Making, Finance Industry, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management, Microsoft Excel, TradingAdditional Job DetailsAddress: 303 MOODIE DR:OTTAWACity: OTTAWACountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2025-04-11Application Deadline: 2025-04-28Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt 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.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at .

Expected salary

Location

Ottawa, ON

Job date

Sat, 12 Apr 2025 03:22:46 GMT

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