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Description

This role at RBC Dominion Securities in Newmarket involves collaborating with a Portfolio Manager to manage investment portfolios. Key duties include executing daily portfolio changes, continuous investment oversight, portfolio rebalancing, and making tactical asset allocation adjustments. The associate will also contribute to developing model portfolios, create investment analysis reports for client reviews and presentations, and stay informed on market conditions and opportunities through internal and external research from RBC Portfolio Advisory Group and RBC Capital Markets. [cite: Indeed search result 1]

What We're Looking For

Support day-to-day execution of portfolio changes and ongoing investment management. [cite: Indeed search result 1],Monitor portfolios, conduct rebalancing, and contribute to tactical asset allocation adjustments. [cite: Indeed search result 1],Assist in the development and refinement of model portfolios. [cite: Indeed search result 1],Prepare investment analysis and reporting to support client reviews, proposals, and presentations. [cite: Indeed search result 1],Maintain awareness of market conditions, trends, and investment opportunities through internal and external research. [cite: Indeed search result 1],Leverage research from RBC Portfolio Advisory Group and RBC Capital Markets to support portfolio positioning. [cite: Indeed search result 1]

Ideal Candidate

Canadian Investment Regulatory Exam, CIRE. [cite: Indeed search result 1],Strong interest and knowledge of financial markets and investment products. [cite: Indeed search result 1],Exceptional attention to detail and organizational skills. [cite: Indeed search result 1],Excellent communication skills, both written and verbal. [cite: Indeed search result 1],Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint, Outlook). [cite: Indeed search result 1],Proven ability to manage multiple tasks and deadlines in a dynamic environment. [cite: Indeed search result 1],Demonstrated professionalism and commitment to supporting high-net-worth clients. [cite: Indeed search result 1],Collaborative mindset with a desire to contribute to team success. [cite: Indeed search result 1],Enthusiastic, self-motivated, and committed to ongoing professional growth. [cite: Indeed search result 1]

Hard Skills

Financial analysis
investment management
portfolio monitoring
rebalancing
model portfolio development
market research
Microsoft Office Suite (Excel
Word
PowerPoint
Outlook)
Canadian Investment Regulatory Exam (CIRE) [cite: Indeed search result 1]

Soft Skills

Communication (written and verbal)
attention to detail
organizational skills
professionalism
collaboration
self-motivation
enthusiasm
continuous professional growth
relationship building [cite: Indeed search result 1]

Benefits

Comprehensive Total Rewards Program (including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable). [cite: Indeed search result 1]
Development support from leaders through coaching and managing opportunities. [cite: Indeed search result 1]
Opportunity to make a difference and lasting impact. [cite: Indeed search result 1]
Work in a dynamic, collaborative, progressive, and high-performing team. [cite: Indeed search result 1]
Access to a world-class training program in financial services. [cite: Indeed search result 1]

About the Company

R

Royal Bank of Canada

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank, it provides personal and commercial banking, wealth management, and capital markets services to over 17 million clients worldwide.

Purpose-driven
Inclusive
Innovative
Collaborative
Professional
View all jobs at Royal Bank of Canada

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