Trader and Investment Strategist

The Private Trading Office (PTO) is a multi-billion-dollar bespoke brokerage business of RBC Dominion Securities Inc. offering advisory and customized trading solutions to sophisticated and qualified Ultra High Net Worth (UHNW) global clients, Family Offices, and other Enterprise Strategic Clients (ESC) of RBC. Strategically aligned with the ESC group while operating under the RBC Dominion Securities platform as a regulated entity, PTO delivers a core Capital Markets offering with blended Wealth Management capabilities specially designed to best meet the complex needs of our client base. The Senior Trader and Investment Strategist is at the core of a professional, highly specialized, multi-asset trading desk and service offering for sophisticated investors. Actively manage the daily global trading needs for PTO clients across all asset classes including equities, options, fixed income, foreign exchange, mutual funds, futures, precious metals, money market, ETF’s and structured products.
Act as a resource of trading/security knowledge to support PTO clients across a wide range of asset classes.
Collaborate with external financial institutions (broker-dealers, fund companies) as it relates to client’s trading needs or to explore new opportunities and innovative solutions.
Monitor macroeconomic, government and financial market conditions globally to provide value-added commentary to PTO clients.
Maintain a strong knowledge of best practices with regards to trading capability across asset classes through engagement both internally and externally.
Actively engage in the development/implementation of investment mandates.
Work collaboratively with the PTO Account Management Team & Senior Leaders as well as other functional support areas of RBC to support client initiatives.

Five to ten years of relevant financial markets trading experience (buy/sell side).
Undergraduate degree in Finance, Economics, Mathematics or Engineering.
Trading expertise in multiple asset classes: equities, equity options, fixed income, foreign exchange, ETF’s, futures, options on futures. Advanced equity trading capability will be essential.
Canadian Securities Course (CSC) / Conducts & Practices Course (CPH) / Trader Training (TT) / Option licensing (DFOL) / Futures licensing (FLC)
Experience with trading platforms (Fidessa, Bloomberg, CQG), and advanced Microsoft Office skills, particularly in Excel.
Successful candidate will be expected to complete their Investment Advisor registration once in the role.

CIM / CFA.

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, commissions, and stock where applicable
Flexible work/life balance options
Confidentiality, Equities Trading, Financial Markets, Fixed Income Investments, Foreign Currency Trading, Futures Trading, Investments, Multi Asset Class, Options Trading, Strategic Relationships, Teamwork, Trade Client Reporting, Trade Processing, Trading Platforms, Trading Strategies

Full time Platform:
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.