Execute investment trades and manage portfolio models as an Investment Associate with RBC Dominion Securities in Kamloops, Canada. This is a full time position.

RBC Dominion Securities is a relationship-focused investment and wealth management firm. As an Investment Associate, you will support discretionary and non-discretionary accounts through trading execution, cash reviews, and model maintenance. The work also includes reviewing Private Investment Management dashboards, MRGD reports, and reorganization notices. Success requires precision, analysis, communication, and Microsoft Office capability.

Key Responsibilities:

- Execute model portfolio changes and other team trading
- Exchange foreign currency when needed
- Keep investment models current weekly and monthly




- Review cash balances for investment and debit coverage
- Execute payments, transfers, wires, and reorganization notices

Requirements:

- Investment Representative approval with IIROC and/or CFA 1
- Exceptional written and verbal communication skills
- Meticulous attention to detail and problem solving
- Solid analytical skills and Microsoft Office capability
- Four or more years investment industry experience preferred

Apply investment trading execution, portfolio model maintenance, analytical judgment, and communication skills at RBC Dominion Securities.

📌 Investment Trading Execution Associate (Kamloops)
🏢 RBC Dominion Securities
📍 Kamloops