Associate Advisor

What is the opportunity?

The RBC Dominion Securities branch located in Vancouver, BC is seeking an Investment Associate to provide dedicated support in investment & money management activities for high performing Chairman Council Team. You will work in a fast-paced team environment and be responsible for the management of discretionary portfolios and assisting with the implementation of wealth management strategies.

What will you do?

• Implement investment policy decisions, monitor asset mixes, rebalance portfolios, and risk management
• Implement changes to portfolios by trading equity, fixed income, alternatives and money market securities
• Assist with day to day portfolio review, asset allocation rebalancing and executing and monitoring trades as directed by Portfolio Manager
• Contact clients with specific buy/sell recommendations as directed by the team
• Research analysis

What do you need to succeed?

Must-have

• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
• Excellent understanding of financial products (Equities, fixed Income, mutual funds, preferred shares, options, alternatives, and private equity)
• Strong Microsoft Office Suite skills
• Meticulous attention to detail and excellent time management skills
• Minimum of 5 years of experience in securities industry
• CFA level 1, or CIM designation

Nice-to-have

• Knowledge of RBC Dominion Securities' systems and procedures, an asset
• A high degree of current market activity knowledge is an asset

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 which include competitive compensation and flexible benefits
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work
• Opportunities to building close relationships with clients

The expected base salary range for this particular position is $38,000 - $55,000 -- depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn considerably more through RBC's robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

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

Additional Job Details