Skip to main content

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]

Ce que nous recherchons

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]

Candidat idéal

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]

Compétences techniques

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]

Compétences interpersonnelles

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

Avantages

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]

À propos de l'entreprise

R

Royal Bank of Canada

La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être et guidée par des principes en vue de produire une performance de premier plan. En tant que plus grande banque du Canada, elle offre des services de banque aux particuliers et aux entreprises, de gestion de patrimoine et de marchés des capitaux à plus de 17 millions de clients dans le monde.

Axé sur la mission
Inclusif
Innovant
Collaboratif
Professionnel
Voir tous les emplois chez Royal Bank of Canada
Retour aux offres

    Nous respectons votre vie privée

    BerryMap utilise des cookies pour fournir des fonctionnalités essentielles, analyser l'utilisation et améliorer votre expérience. Vous pouvez personnaliser vos préférences ci-dessous.