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Job SummaryJob DescriptionWhat is the opportunity?The RBC Dominion Securities branch located in downtown Toronto is seeking a skilled and detail-oriented Associate Advisor to join a dynamic and fast growing team. As a key member of the team, you will be responsible for executing and settling trades, monitoring trading systems, managing fixed income and equity models and ensuring compliance and regulatory requirements are met. The ideal person should possess strong analytical skills, attention to detail, and a solid understanding of financial markets. In collaboration with the rest of the team, you will contribute to the smooth operation of our trading activities. If you thrive in a fast-paced environment and have a passion for the financial markets, we invite you to apply and be a valuable part of our team.What will you do?Execute and confirm trades on various financial instruments in accordance with established procedures.Ensure timely and accurate settlement of trades, collaborating with custodians and counterparties.Conduct post trade reconciliation to identify and resolve discrepancies.Work closely with the compliance teams to ensure adherence to all regulatory requirements.Collaborate with portfolio managers, other team members and other departments to support efficient trading operations.Participate in the development and enhancement of trading processes and workflows.Stay informed about market trends, industry regulations and technological advancements in trading.Provide trade surveillance and ensure accuracy of portfolio holdings relative to the Investment Policy Statement.Work with Portfolio Manager to develop, maintain and rebalance the investment models.Assisting Portfolio Manager with market research as it relates to current positions and potential changes.Coordinate position maintenance, book cost accuracy and execution of corporate reorganizations.Monitor fixed income maturities for reinvestment.Provide proactive client service with a focus on problem resolution and attention to detail. Liaise with various departments for execution, where necessary.Support Advisor team and client throughout the Wealth Management process and maintain audit of Wealth Management activities and priorities.What do you need to succeed?Must Have:Bachelors degree in Finance, Business or related fieldsCanadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)Previous experience in trading operations or related financial roleStrong understanding of financial markets and instrumentsExcellent analytical and problem-solving skillsAbility to work effectively in a fast-paced and dynamic environmentDetail-oriented with strong organizational skillsExcellent verbal and written communication skillStrong Microsoft Office Suite skillsDemonstrated proficiency in providing a very high level of client serviceNice to Have:Knowledge of RBC Dominion Securities systems and proceduresRR licensed with CIROChartered Investment Manager designationWhats in it for you?A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamA world-class training program in financial serviceJob SkillsAccount Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk ManagementAdditional Job DetailsAddress:BAY WELLINGTON TOWER, 181 BAY ST:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-01-24Application Deadline:2024-04-27Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay 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.
