Investment Associate H/F Temps Plein
$37.5k - $50k per yearRBC Dominion Securities
Lisa Thompson Family Wealth is a well-established and successful Wealth Management Practice in Belleville, Ontario. We have the privilege of serving an amazing group of high-net-worth families. We are looking for an experienced investment associate to support the investment operations of a highly specialized discretionary book of business. Monitor discretionary portfolios for performance and strategy
Ensure client portfolios are always compliant with asset mixes and risk parameters
Support tax-efficient portfolio strategies
Conduct research and risk analysis to inform portfolio decisions
Investment administration and compliance
Coordinate overall portfolio implementation as new portfolios are constructed
Provide investment educational support to clients
CIM designation is an asset
Experience in the securities industry is an asset
We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
A world-class training program in financial services
Account Management, Client Communication, Client Service, Communication, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Operations, Investment Risk Management, Investments, Organizing, Proactive Behavior, Team Player, Wealth Management
Full time
Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.
This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to:
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.
Join our Talent Community
Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com
Applying to this posting allows you to express your interest in this current career opportunity at RBC.
$18.95 per hour
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