Trading Associate

Trading Associate – Investment Associate (Trade Execution Specialist)

RBC Dominion Securities, Maple Ridge, Canada is looking for a Trading Associate to join an investment team. The role focuses on trade execution and financial planning support.

Responsibilities

• Execute portfolio changes (Trading Execution)
• Exchange foreign currency when needed
• Review cash balances for investment or debit coverage for discretionary and non‑discretionary accounts
• Execute all other trading for team members including 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 develop strategies to meet objectives
• Maintain the Private Investment Management (PIM) Dashboard and ensure client accounts comply with current Investment Policy Statements (IPS)
• Review and execute reorganization notices
• Update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters

Requirements

Must-Have

Nice-to-Have

Benefits

Compensation

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.

Job Details

Application Note

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

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

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.

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