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, LinkedIn, Facebook, brochures, newsletters.
What do you need to succeed?
Must-have
Approval as an Investment Representative (IR) with CIRO
or
willing to become CIRO licensed
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:
11980 227 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:
2025-12-11
Application Deadline:
2025-12-31
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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