City : VAUGHAN, Ontario, Canada
Category : Customer Service | Client Advice | Sales
Industry : Financial/Banking
Employer : RBC
What is the opportunity?
As a member of The Chieduch Group team, RBC Dominion Securities (DS), Vaughan, you will uphold the proactive, high level and hands-on client service model that is paramount to the success and continued growth of this wealth management and investment advisory business. As a team we look forward, challenge the status quo, and bring the vast resources of RBC to a focal point for our family of clients. We believe in building deeper, lasting, and more meaningful client relationships, so we can concentrate every bit of energy and expertise on the families we serve. We challenge ourselves every day to be our best, support one another in everything we do, and work together to deliver trusted advice and proactive, timely service to support our clients and all their financial, and wealth management needs.
This role will work alongside with, and provide support to, the Lead Investment Strategist, as well as be a part of the Portfolio Management Team. This role will be responsible for all trading activity for the team. This includes managing and maintaining the day-to-day activities required to ensure the curated investment portfolios the team offers to its clients are executed accurately and timely. Proactively track bulk trading, in-bound day trade requests for key clients, account cash balances, along with some administrative responsibilities, etc. This role requires an individual who works well with others, is proactive, collaborative, professional and detail oriented.
What will you do?
PIM Modelling (Re-balance and new funds)
Trade Surveillance (ownership - communication to management)
Client Cash Balance Management
Responsible for bulk trading and all trading required to manage & maintain client portfolios / investment strategies
PIM Risk – address all risk cases
Daily monitoring of trade executions, corrections, debts, cash requirements, etc.
Weekly Cash balance report (non pim) - monitor and process trades
Tracking Profit/Loss for client accounts
Client portfolio summary management & ad hoc reporting
What do you need to succeed?
Approval as a Registered Investment Representative (IR) with IIROC and Options licensed
2 years or more of professional trading experience within investment industry.
Excellent client relationship management skills.
A self-directed individual with a team-oriented mindset.
Exceptional written and verbal communication skills.
Strong Microsoft Office skills, and a familiarity with Sales Force.
Nice to Have
Meticulous attention to detail and strong problem solving and analytical skills.
Working towards or have successfully completed the WME and/or CIM.
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
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, high-performing and fun team
Flexible work/life balance options
Opportunities to do challenging work
Opportunities to take on progressively greater accountabilities
Job SkillsAccount Management, Customer Success, Decision Making, Financial Regulation, Interpersonal Relationships, Investment Risk Management, Problem Solving
Additional Job Details
Inclusion and Equal Opportunity Employment
At 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.
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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.