Trading Associate

Job Description

What is the opportunity?The RBC Dominion Securities branch located in Maple Ridge is seeking an Investment Associate (Trade Execution Specialist) to join a successful Investment team. You will assist in executing trading as well as Financial Planning.
What will you do?

Execute portfolio changes (Trading Execution)

Exchange foreign currency when needed

Reviewing 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

Bridge between administrative team and financial planning/investment team

Assist with analyzing financial situations, identify objectives, and developing strategies to meet objectives

Reviewing and maintaining Private Investment Management (PIM) Dashboard. Keeping client accounts on side with regards to their current Investment Policy Statement (IPS).

Reviewing and executing on any reorg notices

Draw on your social media skills to update the team’s communication channels, including websites, Linked In, Facebook, brochures, newsletters.

What do you need to succeed?
Must-have

Canadian Investment Regulatory Exam, CIRE or willingness to complete within 12 months

Exceptional written and verbal communication skills

Strong Microsoft Office skills

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 technical skills

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

Work in a dynamic, collaborative, progressive, and high-performing team

Opportunities to do challenging work

Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors, including but not limited to the candidate’s experience, skills, registration status, performance, individual goals; market conditions; and business needs.

The expected base salary range for this position is $40,000 - $45,000.This position may be eligible to receive a discretionary/variable incentive payment up to 1.0x base salary.

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, Data Entry, Data Gathering Analysis, Desktop Tools, Financial Planning, Group Problem Solving, Interpersonal Relationships, Investment Management, Investments, Knowledge Organization, Teamwork, Time Management, Word Processing Software
Additional Job Details

Address:

ST:

MAPLE RIDGE

City:

Maple Ridge

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Contract (Fixed Term)

Pay Type:

Salaried

Posted Date:

Final date to receive applications:

Note: Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date aboveI
nclusion and Equal Opportunity Employment
At 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.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity lified applicants may be contacted to review their resume in more detail.