Execute investment trades and manage portfolio models as an Investment Associate with RBC Dominion Securities in Kamloops, Canada. This is a full time position.
RBC Dominion Securities is a relationship-focused investment and wealth management firm. As an Investment Associate, you will support discretionary and non-discretionary accounts through trading execution, cash reviews, and model maintenance. The work also includes reviewing Private Investment Management dashboards, MRGD reports, and reorganization notices. Success requires precision, analysis, communication, and Microsoft Office capability.
Key Responsibilities:
- Execute model portfolio changes and other team trading
- Exchange foreign currency when needed
- Keep investment models current weekly and monthly
- Review cash balances for investment and debit coverage
- Execute payments, transfers, wires, and reorganization notices
Requirements:
- Investment Representative approval with IIROC and/or CFA 1
- Exceptional written and verbal communication skills
- Meticulous attention to detail and problem solving
- Strong analytical skills and Microsoft Office capability
- Four or more years investment industry experience preferred
Apply investment trading execution, portfolio model maintenance, analytical judgment, and communication skills at RBC Dominion Securities.
Investment Trading Execution Associate in Kamloops employer: RBC Dominion Securities Inc.
RBC Dominion Securities is an exceptional employer that fosters a collaborative and supportive culture, empowering employees to thrive in their roles as Associate Advisors. Located in Moncton, you will benefit from a comprehensive Total Rewards Program, ongoing professional growth opportunities, and the chance to work with a dynamic team dedicated to delivering trusted financial advice. Join us to make a meaningful impact on clients and communities while advancing your career in a top-ranked investment firm.
Contact Details:
RBC Dominion Securities Inc. Recruitment Team
