Job Description

What is the chance?

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.

The RBC Dominion Securities branch located in Kamloops BC is seeking an Investment Associate (Trade Execution Specialist) to join a successful Private Investment Management Team. You will execute all portfolio trading and support the Portfolio Manager in keeping portfolio models up to date.

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 &

📌 Investment Associate (Kamloops)
🏢 Financeroles
📍 Kamloops