Investment Associate - Edmonton, Alberta

Job Description · What is the opportunity? · Join Bessette Wealth Management (BWM), RBC Dominion Securities' largest wealth management practice in Western Canada by assets under management, as we seek a client-focused, resourceful, and forward-thinking Investment Associate to dri ...

Job description

Job Description
What is the opportunity?
Join Bessette Wealth Management (BWM), RBC Dominion Securities' largest wealth management practice in Western Canada by assets under management, as we seek a client-focused, resourceful, and forward-thinking Investment Associate to drive impact in a dynamic, high-growth environment. This is your chance to work with a diverse portfolio of high-net-worth clients, gain hands-on experience with sophisticated investment strategies, and contribute to a team known for its excellence and innovation.

By providing ongoing, exceptional service and support to our clients, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable Team member, you will play a key role in both general practice administration and maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with the Investment Advisors in managing client portfolios and wealth management planning opportunities.

What will you do?

• Execute on trades as directed by the portfolio management team.
• Follow up on client trades to ensure proper settlement and delivery.
• Update investment models and monitor portfolios.
• Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.
• Support cash flow processes; specifically, coordinate with the advisory team to invest new monies in portfolios and free up cash for planned and unplanned withdrawals per team philosophy and set criteria.
• Rebalance portfolios with guidance from the portfolio management team.
• Assist in operational initiatives and enhancements and maintain internal procedures/policies and ensure controls are followed.
• Support the portfolio management team in general administrative duties in the management of client accounts.
• Manage risk dashboard, bulk trading, Investment Policy Statements (IPS), etc.
• Help manage incoming communications from clients, Advisors and other internal and external partners.
• Prepare Advisors for meetings with their clients/prospects.
• Assist the Advisor team with portfolio analysis for client proposals and onboarding.

What do you need to succeed?
Must-have

• Canadian Investment Regulatory Exam, CIRE
• Level I (or any higher level) of the CFA Program administered by the CFA Institute.
• Minimum of 2 years of professional work experience within the investment industry.
• Strong Microsoft Office Suite skills (Excel in particular).

Nice-to-have

• Knowledge of RBC Dominion Securities' systems and procedures
• Demonstrated proficiency in providing world-class client service that will come across as professional, warm, and friendly to our clients

What's in it for you?
We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• An opportunity to make a difference and have a lasting impact on the lives of others
• Work in a dynamic, collaborative, progressive, and high-performing team
• The chance to work in a dynamic, collaborative, progressive, and high-performing team

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

Additional Job Details
Address:
AVE NW:EDMONTON

City:
Edmonton

Country:
Canada

Work hours/week:
37.5

Employment Type:
Full time

Platform:
WEALTH MANAGEMENT

Job Type:
Regular

Pay Type:
Salaried

Posted Date:

Application Deadline:

Note
:
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I
*nclusion*
and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.