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Investment Associate (Trade Execution Associate)
Company | RBC Wealth Management |
Address | Surrey, British Columbia, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Banking,Financial Services |
Expires | 2023-07-26 |
Posted at | 10 months ago |
Come Work with Us!
- Keeping models up to date on a weekly/monthly basis
- Reviewing and executing on any reorg notices
- Execute model portfolio changes (Trading Execution)
- 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).
- Exchange foreign currency when needed
- 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
- Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.
- Exceptional written and verbal communication skills
- Strong Microsoft Office skills
- Approval as an Investment Representative (IR) with IIROC
- Meticulous attention to detail and strong problem solving and analytical skills
- 4 years or more of professional experience within investment industry
- Highly-developed technical skills
- Opportunities to do challenging work
- Work in a dynamic, collaborative, progressive, and high-performing team
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
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