Investment Trading Execution Associate (Kamloops)

Investment Trading Execution Associate (Kamloops)

11 Nov
|
RBC Dominion Securities
|
Kamloops

11 Nov

RBC Dominion Securities

Kamloops

Execute investment trades and manage portfolio models as an Investment Associate with RBC Dominion Securities in Kamloops, Canada. This is a full time position.RBC Dominion Securities is a relationship-focused investment and wealth management firm. As an Investment Associate, you will support discretionary and non-discretionary accounts through trading execution, cash reviews, and model maintenance. The work also includes reviewing Private Investment Management dashboards, MRGD reports, and reorganization notices. Success requires precision, analysis, communication,



and Microsoft Office capability.Key Responsibilities:Execute model portfolio changes and other team tradingExchange foreign currency when neededKeep investment models current weekly and monthlyReview cash balances for investment and debit coverageExecute payments, transfers, wires, and reorganization noticesRequirements:Investment Representative approval with IIROC and/or CFA 1Exceptional written and verbal communication skillsMeticulous attention to detail and problem solvingStrong analytical skills and Microsoft Office capabilityFour or more years investment industry experience preferredApply investment trading execution, portfolio model maintenance, analytical judgment, and communication skills at RBC Dominion Securities.

📌 Investment Trading Execution Associate (Kamloops)
🏢 RBC Dominion Securities
📍 Kamloops

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