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Trading Associate
Trading AssociateRBC • Maple Ridge, Metro Vancouver Regional District, CA
Trading Associate

Trading Associate

RBC • Maple Ridge, Metro Vancouver Regional District, CA
Il y a plus de 30 jours
Type de contrat
  • Temps plein
  • Temporaire
Description de poste

Job Description

What is the opportunity?

The RBC Dominion Securities branch located in Maple Ridge is seeking an Investment Associate (Trade Execution Specialist) to join a successful Investment team. You will assist in executing trading as well as Financial Planning.

What will you do?

  • Execute portfolio changes (Trading Execution)
  • Exchange foreign currency when needed
  • Review 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
  • Bridge between administrative team and financial planning / investment team
  • Assist with analyzing financial situations, identify objectives, and developing strategies to meet objectives
  • Review and maintain Private Investment Management (PIM) Dashboard, keeping client accounts on side with regards to their current Investment Policy Statement (IPS).
  • Review and execute on any reorg notices
  • Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.

What do you need to succeed?

Must-have

  • Approval as an Investment Representative (IR) with CIRO or willing to become CIRO licensed
  • Exceptional written and verbal communication skills
  • Strong Microsoft Office skills
  • Nice-to-have

  • 4 years or more of professional experience within investment industry
  • Meticulous attention to detail and strong problem solving and analytical skills
  • Highly-developed technical skills
  • What’s in it for you?

    We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to do challenging work
  • Compensation for this position (including salary and discretionary / variable incentive payments) will be determined by factors, including but not limited to the candidate’s experience, skills, registration status, performance, individual goals; market conditions; and business needs.

    The expected base salary range for this position is $40,000 - $45,000.

    This position may be eligible to receive a discretionary / variable incentive payment up to 1.0x base salary.

    RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that :

  • Drives RBC’s high-performance culture
  • Enables collective achievement of our strategic goals
  • Generates sustainable shareholder returns and above market shareholder value
  • Job Skills

    Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Financial Planning, Group Problem Solving, Interpersonal Relationships, Investment Management, Investments, Knowledge Organization, Teamwork, Time Management, Word Processing Software

    Additional Job Details

    Address : 11980 227 ST : MAPLE RIDGE

    City : Maple Ridge

    Country : Canada

    Work hours / week : 37.5

    Employment Type : Full time

    Platform : WEALTH MANAGEMENT

    Job Type : Contract (Fixed Term)

    Pay Type : Salaried

    Posted Date : 2025-12-11

    Application Deadline : 2025-12-31

    Note

    Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above

    Inclusion and Equal Opportunity Employment

    At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

    Join our Talent Community

    Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

    Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well‑being of our clients and communities at jobs.rbc.com.

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