Associate (Excel)

What is the Opportunity?

One of the largest RBC Dominions Securities’ Branches located in Downtown Toronto is looking for a passionate Associate to join their team. You will be working with and supporting a dedicated, successful Portfolio manager by providing clients with exceptional service in an efficient and professional manner.

The successful Candidate should be licensed by IIROC and have industry experience.

What you will do?

• Work with the portfolio manager, using a disciplined approach to portfolio construction
• Account Administration – Account Opening, Account Adjustments & Conversions, Transfer funds, Registered Account Contributions, etc.
• Client Service & Communication – Ad-Hoc client requests, Tax Documents, Compliance & Quarterly Reporting requirements, etc.
• Bulk Trading – Carrying out bulk trade for buying/ selling a stock and ensuring equal distribution among portfolios
• Create excel spreadsheets, using pivot tables, to assist in the administration of client portfolios
• Cash Management – Managing outgoing and incoming cash flow requests, and cash from completed trades
• Research & Analysis – organize research on existing client portfolios, Client Financial Plans
• Working With Partners – provide holistic solutions to clients (Estate Planning, Insurance Solutions, RBC Premier Banking, Etc..)
• Streamlining job processes – contribute to current job processes with suggestions to provide creative & efficient solutions

What do you Need to Succeed?

• IIROC Licensed
• Education in Economics/Business
• A Motivated Self-Starter
• Experience in the Investment Sector
• Ability to Prioritize Tasks without constant supervision
• Excellent communication skills

• Advanced Excel Proficiency
  • Create compound and complex formulas (such as array formulas)
  • Consolidating Data using PivotTables
  • Build Spreadsheet Models – emphasis on Trading Accuracy and efficiency
  • Nice to Have: VBA Coding (Building and running automated excel spreadsheets)

Nice-to-have

• Dominion Securities experience
• CFA level one

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 applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services

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JOB SUMMARY
City: Toronto
Address: 181 Bay Street, Suite 2200
Work Hours/Week: 37.5
Work Environment: Branch
Employment Type: Permanent
Career Level: Experienced Hire/Professional
Pay Type: Salary + Variable Bonus
Required Travel (%): 0
Exempt/Non-Exempt: N/A
People Manager: No
Application Deadline: 09/30/2021
Platform: Wealth Management
Req ID: 403664
Ad Code(s):