Associate Investment Advisor

What is the Opportunity

RBC Dominion Securities is Canadas leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.

What will you do

• Support teams Investment Management Operations executing trades and rebalancing portfolios.
• Follow up on client trades to ensure proper settlement and delivery.
• Execute updates to portfolio models based on instructions from Portfolio Manager
• Generate Investment Policy Statements
• Review IPS and accurately input high volumes of trades for a large PIM portfolio making sure that each trade adheres to asset allocation rules and any special trading instructions/IPS rules
• Conduct ongoing research on markets and investments provide regular updates to the advisory team
• Participate in regular investment management team meetings and communication
• Support the administrative functions of the advisory team
• Support your advisory team with new client acquisition
• May be required to provide primary relationship support for a select group of trading clients

What do you need to succeed

Must-have

• Approval as a Registered Representative (RR) with IIROC
• Successful completion of the Investment Management Techniques (IMT) Course/ CIM or CFA
• University degree
• A self-directed individual with a growth and goals-oriented mindset
• Exceptional written and verbal communication skill
• Strong skills working with business applications/technology including Microsoft Office Suite

Nice-to-have

• Previous RBC Dominion Securities experience
• Meticulous attention to detail and strong problem solving and analytical skills
• Highly developed client service skills

Whats in it for you

We thrive on the challenge to be our best to think progressively to keep growing and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential make a difference to our communities and achieve success that is mutual. You will also benefit from:

• A comprehensive Total Rewards Program including bonuses and flexible benefits competitive compensation commissions and stock where applicable
• The opportunity to work as part of a dynamic collaborative progressive and high-performing team
• Challenging work that will help you grow professionally
• Ongoing opportunities to build close relationships with clients

Job Skills

Additional Job Details

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion 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.