Investment Associate: Portfolio Management & Trade Execution

Royal Bank of Canada>; Surrey; On-site; CAD 37,000 - 45,000; Full time

Job summary

A leading financial institution located in Surrey is seeking an Investment Associate to support investment and money management activities for a successful Advisory Team. This role includes executing trades, updating investment models, and ensuring compliance with internal controls. Ideal candidates will possess the Canadian Securities Course and demonstrate strong skills in Microsoft Office. Competitive salary and opportunities for bonuses are offered.

Benefits

Comprehensive Total Rewards Program

Competitive compensation

World-class training program

Qualifications

• Minimum of 2 years of experience in the securities industry.
• Meticulous attention to detail and excellent time management skills.
• Knowledge of RBC Dominion Securities’ systems is an asset.

Responsibilities

• Execute trades and rebalance portfolios.
• Update investment models and monitor portfolios.
• Assist the team with marketing campaigns.

Skills

Adaptability

Business Development

Communication

Critical Thinking

Detail-Oriented

Industry Knowledge

Investments

Time Management

Trade Processing

Trading

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course (CPH)

Tools

Microsoft Office Suite

Job description

A leading financial institution located in Surrey is seeking an Investment Associate to support investment and money management activities for a successful Advisory Team. This role includes executing trades, updating investment models, and ensuring compliance with internal controls. Ideal candidates will possess the Canadian Securities Course and demonstrate strong skills in Microsoft Office. Competitive salary and opportunities for bonuses are offered.