Investment Associate - Montréal, Canada - Royal Bank of Canada

Royal Bank of Canada

Verified Company

Montréal, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Job Summary

What is the opportunity?

RBC Dominion Securities is currently seeking an Investment Associate to join a large portfolio management team specialized in providing wealth management services to a sophisticated clientele.

You will provide dedicated support to the portfolio management team on investment and money management activities.

What will you do?

Support the portfolio management team in general administrative duties in the management of client accounts
Request information and documentation from clients in order to keep client files up to date
Execute on trades as directed by the portfolio management team
Follow up on orders to ensure proper settlement and delivery
Review portfolios regularly
Rebalance portfolios with guidance from the portfolio management team
Manage risk dashboard, bulk trading, Investment Policy Statements (IPS), etc.
Review reports daily and process any necessary corrections and actions

What do you need to succeed?

Must-have

Postsecondary degree in finance or a related area of study
Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
Minimum of 2 years of professional work experience within the investment industry
Bilingualism (English and French) required, as you will regularly do business with partners across Canada
Strong working knowledge of Microsoft 365 apps (Word, Excel, and Outlook)

Nice-to-have

Passion for investments, analysis, and portfolio management
Meticulous attention to detail and excellent time management skills
Strong problem solving and analytical skills
Enthusiastic, committed, and entrepreneurial spirit

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.

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
Work in a dynamic, collaborative, progressive, and highperforming team
Opportunities to do challenging work

Job Skills

Additional Job Details

Address:

1501

AV MCGILL COLLEGE:

MONTRÉAL

City:

MONTRÉAL

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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