Execute portfolio trades with RBC Dominion Securities in Kamloops, using investment operations expertise and meticulous attention to detail. Support a Private Investment Management Team.
As an Investment Associate, you will handle trade execution and support the Portfolio Manager. The work includes model updates, cash reviews, foreign currency exchanges, and account maintenance. Strong communication, analytical abilities, and Microsoft Office skills support accurate execution across discretionary and non-discretionary accounts.
Key Responsibilities:
- Execute model portfolio changes and other team trading
- Exchange foreign currency when needed
- Keep portfolio models current weekly and monthly
- Review cash balances and forecast quarterly fee coverage
- Investment Representative approval with IIROC and/or CFA 1
- Exceptional written and verbal communication skills
- Meticulous attention to detail and strong analytical skills
- Robust Microsoft Office skills
- Four or more years of investment industry experience preferred
Bring trade execution, investment analysis, and account review expertise to RBC Dominion Securities’ Kamloops wealth management team.
📌 Investment Trade Execution Associate (Canada)
🏢 Royal Bank of Canada
📍 Canada
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.