Full-Time

On-Site

Investment Associate (Trade Execution Specialist)

RRoyal Bank of Canada 11855 224th Street, Maple Ridge, BC$40,000 - $45,000 per year

Description

RBC Dominion Securities in Maple Ridge is seeking an Investment Associate (Trade Execution Specialist) to join a successful investment team. The role primarily involves executing trades and assisting with various aspects of portfolio management and client service processes.

What We're Looking For

Execute portfolio changes (trading execution),

Exchange foreign currency when needed,

Review cash balances (debits & credits) for investment or debit coverage for discretionary and non-discretionary accounts,

Execute all other trading for team members (e.g., post client review portfolio changes, monthly AFT & RIF payments, on off EFTs & bank wires),

Bridge between administrative team and investment team,

Assist with analyzing client & prospective client portfolios, and developing investment recommendations to meet objectives,

Review and maintain Private Investment Management (PIM) Dashboard, ensuring client accounts comply with their current Investment Policy Statement (IPS),

Review and execute on any reorg notices,

Utilize social media skills to update the team's communication channels (websites, LinkedIn, Facebook, brochures, newsletters),

Assist with client administration and servicing,

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

Ideal Candidate

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 the investment industry,

Meticulous attention to detail and strong problem-solving and analytical skills,

Highly-developed technical skills

Hard Skills

Data Entry

Data Gathering Analysis

Desktop Tools

Investment Management

Investments

Knowledge Organization

Word Processing

Microsoft Office

Soft Skills

Client Service

Critical Thinking

Customer Service

Interpersonal Relationship Management

Problem Solving

Teamwork

Time Management

Exceptional written and verbal communication

Meticulous attention to detail

Analytical skills

Work Hours

37.5 hours/week

Benefits

Comprehensive Total Rewards Program (including bonuses and flexible benefits)

Competitive compensation

Commissions

Stock where applicable

Dynamic team

Collaborative environment

Progressive thinking

High-performing team

Opportunities for challenging work

Special Commitments

Willingness to complete Canadian Investment Regulatory Exam (CIRE) within 12 months.

About the Company

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

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