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. Robust 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




Maintain PIM Dashboard, MRGD reports, IPS alignment, and reorganization actions

Requirements:
Investment Representative approval with IIROC and/or CFA 1
Exceptional written and verbal communication skills
Meticulous attention to detail and solid 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 Kamloops
🏢 Royal Bank of Canada
📍 Kamloops