RBC Dominion Securities Branch located in downtown Toronto, ON is looking for PIM Trading Associate to join a top investment advisory team. You will be supporting the business of an Investment Advisory team by being able to accurately interpret instructions provided by multiple investment advisors, and efficiently execute trades based on these instructions, while adhering to each client's investment policy statement (IPS).
What will you do?
You will be responsible for managing the trades/IPSs for a high net worth client portfolio
Review IPS and accurately input high volumes of trades for a very large PIM portfolio, making sure that each trade adheres to asset allocation rules and any special trading instructions/IPS rules
Generate Investment Policy Statements
Execute updates to portfolio models, based on instructions from Portfolio Managers
Review trading instructions to ensure there are no errors or omissions prior to trade execution
Take ownership of the trading processes, use your own good judgement and abilities to ensure there are no trading errors
What do you need to succeed?
Must-have
IR-licensed or RR-licensed
Excellent attention to detail and time-management skills
Excellent knowledge of various investment types, including fixed-income, preferred shares, equities
Ability to prioritize tasks without constant supervision
Ability to work accurately under pressure
Trading experience
Nice-to-have
5+ years of industry experience
Experience in portfolio management
Familiarity with RBC DS applications
Intermediate knowledge of Excel
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
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
Job Skills
Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management
Additional Job Details
Address:
ROYAL BANK PLAZA, 200 BAY ST:TORONTO
City:
TORONTO
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-07-14
Application Deadline:
2025-08-30
Note
:
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I
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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