Investment Associate
Role Overview
Join RBC Dominion Securities’ Private Investment Management team in Kamloops as an Investment Associate (Trade Execution Specialist).
Execute portfolio trading and support the Portfolio Manager in keeping portfolio models up to date.
Key Skills for This Role
Full Job Posting
Role overview
Join RBC Dominion Securities’ Private Investment Management team in Kamloops as an Investment Associate (Trade Execution Specialist).
Execute portfolio trading and support the Portfolio Manager in keeping portfolio models up to date.
What you will do
- Execute model portfolio changes and other trading for the team.
- Exchange foreign currency when needed and keep models current weekly or monthly.
- Review cash balances, debits, and credits for investment or debit coverage across discretionary and non-discretionary accounts.
- Execute post-client-review portfolio changes, monthly AFT and RIF payments, EFTs, and bank wires.
- Forecast debits and ensure cash is available for quarterly fees.
- Maintain the PIM dashboard and keep client accounts aligned with their Investment Policy Statements.
- Review and maintain MRGD reports for deposits, contributions, and PACs.
- Review and execute reorganization notices.
Must-have qualifications
- Approval as an Investment Representative (IR) with IIROC and/or CFA Level I.
- Exceptional written and verbal communication skills.
- Meticulous attention to detail and strong problem-solving and analytical skills.
- Strong Microsoft Office skills.
Nice-to-have qualifications
- Four or more years of professional experience in the investment industry.
- Highly developed technical skills.
Compensation and benefits
- Comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
- The expected base salary range is $50,000–$60,000.
- The role may be eligible for a discretionary or variable incentive payment up to 1.0 times base salary.
- Compensation depends on factors including experience, skills, registration status, performance, individual goals, market conditions, and business needs.
Work arrangements
- Full-time regular role, with 37.5 work hours per week.
- Branch location: 186 Victoria Street, Kamloops.
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