Investment Risk Associate (Canada)

Investment Risk Associate (Canada)

31 Oct
|
RBC Dominion Securities
|
Canada

31 Oct

RBC Dominion Securities

Canada

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. 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. Execute model portfolio changes (Trading Execution) 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 & bank wires) – Trade Execution only Debit forecasting – Reviewing accounts to ensure cash balances for quarterly fees Reviewing and maintaining Private Investment Management (PIM) Dashboard. Keeping client accounts on side with regards to their current Investment Policy Statement (IPS). Reviewing and maintaining the MRGD reports for investment of funds (i.e. deposits, contributions, PACs). Approval as an Investment Representative (IR) with IIROC and/or CFA 1 Strong Microsoft Office skills 4 years or more of professional experience within investment industry ~ Highly-developed technical skills 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 perks, competitive compensation, commissions, and stock where applicable Compensation for this position (including salary and discretionary/variable incentive payments) will be determined by factors, including but not limited to the candidate's experience, skills, registration status, performance, individual goals; market conditions; Drives RBC's high-performance culture Generates sustainable shareholder returns and above market shareholder value Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management Full time 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.

📌 Investment Risk Associate (Canada)
🏢 RBC Dominion Securities
📍 Canada

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