Execute portfolio trades with RBC Dominion Securities in Kamloops, using investment operations expertise and meticulous attention to detail. Support a Private Investment Management Team.
As an Investment Associate, you will handle trade execution and support the Portfolio Manager. The work includes model updates, cash reviews, foreign currency exchanges, and account maintenance. Strong communication, analytical abilities, and Microsoft Office skills support accurate execution across discretionary and non-discretionary accounts.
Key Responsibilities:
- Execute model portfolio changes and other team trading
- Exchange foreign currency when needed
- Keep portfolio models current weekly and monthly
- Review cash balances and forecast quarterly fee coverage
- Maintain PIM Dashboard, MRGD reports, IPS alignment, and reorganization actions
Requirements:
- Investment Representative approval with IIROC and/or CFA 1
- Exceptional written and verbal communication skills
- Meticulous attention to detail and strong analytical skills
- Strong Microsoft Office skills
- Four or more years of investment industry experience preferred
Bring trade execution, investment analysis, and account review expertise to RBC Dominion Securities' Kamloops wealth management team.
Investment Trade Execution Associate in Kamloops employer: Royal Bank of Canada
Join a dynamic team in Vancouver where your expertise in commercial real estate financing will directly impact clients and colleagues. We offer a supportive work culture that prioritizes employee well-being, with flexible benefits, ongoing training, and opportunities for professional growth. Our commitment to inclusion and community involvement makes us an exceptional employer for those seeking meaningful and rewarding careers.
