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Associate

  • Toronto, ON, M9W 0A4, Canada

$37,500.00 - $50,000.00 · Full-time

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Job details

Pay
$37,500.00 - $50,000.00
Job type
Full-time
Apply by
Experience
5+ years of industry experience
Posting language
English
Posted

Original job description

Job Description

What is the Opportunity?

RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management.


RBC Dominion Securities Branch located in downtown Toronto, is looking for a PIM Trading Associate to join a top investment advisory team. You will be supporting the business of an Investment Advisory team by being able to accurately interpret instructions provided by multiple investment advisors, and efficiently execute trades based on these instructions, while adhering to each client’s investment policy statement (IPS). This role is not client-facing.


What will you do?

  • You will be responsible for managing the trades/IPSs for a $6+ billion portfolio
  • Review IPS and accurately input high volumes of trades for a very large PIM portfolio, making sure that each trade adheres to asset allocation rules and any special trading instructions/IPS rules
  • Generate Investment Policy Statements
  • Execute updates to portfolio models, based on instructions from Portfolio Managers
  • Review trading instructions to ensure there are no errors or omissions prior to trade execution
  • Take ownership of the trading processes, use your own good judgement and abilities to ensure there are no trading errors

What do you need to succeed?

Must-have

  • IR-licensed or RR-licensed
  • Excellent attention to detail and time-management skills
  • Excellent knowledge of various investment types, including fixed-income, preferred shares, equities
  • Ability to prioritize tasks without constant supervision
  • Ability to work accurately under pressure
  • Trading experience

Nice-to-have

  • 5+ years of industry experience
  • Experience in portfolio management
  • Familiarity with RBC DS applications
  • Intermediate knowledge of Excel

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 

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

Address:

ROYAL BANK PLAZA, 200 BAY ST:TORONTO

City:

Toronto

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-28

Application Deadline:

2026-11-12

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

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.

Pay Range

The expected pay range for this position is:

$37,500.00 - $50,000.00

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:

1.0x

RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

More about this job

Responsibilities

The associate will manage trades and investment policy statements for a $6+ billion portfolio while ensuring adherence to asset allocation rules. They are responsible for executing updates to portfolio models and reviewing trading instructions for accuracy before execution.

Requirements

Candidates must hold an IR or RR license and possess significant trading experience within the investment industry. Strong knowledge of various investment types and the ability to work accurately under pressure are essential for this role.

Skills

  • Trading
  • Portfolio management
  • Investment policy statement
  • Asset allocation
  • Fixed-income
  • Preferred shares
  • Equities
  • Attention to detail
  • Time-management
  • Account management
  • Financial regulation
  • Investment risk management
  • Excel
  • Decision making
  • Problem solving

Benefits

  • Bonuses
  • Flexible benefits
  • Competitive compensation
  • Commissions
  • Stock options

Visa sponsorship

Not detected in the job text

Categories

  • Finance & Accounting
  • Management & Leadership
  • Administrative

Keywords

  • Investment advisory
  • Wealth management
  • PIM Trading
  • Portfolio management
  • Investment policy statement
  • Asset allocation
  • Fixed-income
  • Equities
  • Preferred shares
  • Trading execution
  • RBC DS applications
  • Excel
  • Financial services
  • Investment risk management
  • Account management
  • Regulatory compliance
  • Investment advisory team
  • Portfolio models
  • Trading processes
  • Investment analysis

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