OSHAWA, Ontario, Canada
23 days ago
Associate Advisor

Job Summary

Job Description

What is the opportunity?
The RBC Dominion Securities Oshawa branch is currently seeking an Associate Advisor to join a well-established advisory team as a trader.   Assist the Portfolio Manager with all investment execution.  Summarize investment articles, conference calls, newsletters and institutional research.

What will you do?

Maintenance of discretionary models which includes equities, mutual funds, ETFsDevelop and maintain the team’s rebalancing processAssist in portfolio operations and administration:Trade executionDebit balance clean upDiscretionary program DashboardCash balancesForeign exchangeAssist in trading on fixed income maturities, non PIM tradingAssist Portfolio Manager with portfolio proposals and reviews

What do you need to succeed?

Must-have

Approval as Registered Representative (RR) with IIROCUniversity degree – a finance or business degree is preferredExceptional written and verbal communication skills in EnglishStrong Microsoft Office skills, especially Excel

Nice-to-have

2 years or more of professional experience within investment industryMeticulous attention to detail and strong problem solving and analytical skillsHighly-developed client service skillsCIM designation is an asset

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, commissions, and stock where applicableWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging workOpportunities to building close relationships with clients

Job Skills

Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement

Additional Job Details

Address:

17 KING ST E:OSHAWA

City:

OSHAWA

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-04-23

Application Deadline:

2025-08-02

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, 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.

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