RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.
Job Description
What is the prospect?
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.
What will you do?
- Execute model portfolio changes (Trading Execution)
- Exchange foreign currency when needed
- Keeping models up to date on a weekly/monthly basis
- Reviewing cash balances (debits & credits) for investment or debit coverage for discretionary and non-discretionary accounts
- Execute all other trading for team members. (i.e. post client review portfolio changes, monthly AFT & RIF payments, on off EFTs &