Investment Associate - Hamilton, Canada - Royal Bank of Canada

Royal Bank of Canada

Verified Company

Hamilton, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Job Summary
The RBC Dominion Securities Branch located in Hamilton is looking for an Investment Associate to join a Council Team.

By joining the team you will participate in maintaining, developing and growing the business by providing exceptional service in an efficient and professional manner.

What will you do?

Main focus will be on trading
Provide support in portfolio construction and proposals
Manage Discretionary Bulk Trading lists and execution, Risk Dashboard and IPS
Be proficient in Excel and the TAC for PIM and A+
Work closely on report building for clients and working with accountants on forms required for tax filing
Review portfolios regularly and rebalance them with guidance from the advisory team, manage TAC sheets, risk dashboard, bulk trading, IPS (new and updates)
Execute on trades as directed by the advisory team and follow up on orders to ensure proper settlement and delivery
Review reports daily and process any necessary corrections and actions

What do you need to succeed?

Must Have

Approval as a Investment Representative (IR) with IIROC
Exceptional written and verbal communication skills in English
Strong Microsoft Office skills, especially Excel
Demonstrated skills in providing worldclass client service that will come across as professional, warm, and friendly to our clients

Nice to Have

4 years or more of professional experience within investment industry
Meticulous attention to detail and strong problem solving and analytical skills
Highlydeveloped client service skills
CIM designation, an asset
Knowledge of RBC Dominion Securities' systems and procedures

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.

We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

Opportunity to work with a successful Counsel team in Hamilton
Opportunities to do challenging work
Ability to make a difference and lasting impact

Job Skills
Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

Address:

100

KING ST W:

HAMILTON

City:

HAMILTON

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

Inclusion
and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth.

We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.

We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

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