Market & Trading Specialist

Job Description

Senior Market and Trading Specialist | Confidential Employer

The Tone:
This is a full-time role at RBC Dominion Securities, located in Vancouver, British Columbia, Canada. RBC Dominion Securities is a relationship-focused investment and wealth management firm consistently ranked #1 in Canada, proud of its collaborative culture that supports success. This role is crucial for an invaluable internal partner and collaborator, playing a key role in working with a Senior Portfolio Manager in managing client portfolios, analysis, and trading within a top discretionary team.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person – Vancouver, British Columbia, Canada
• Pay: $100000–$150000 yearly
• Team: Top discretionary team, working closely with the Senior Portfolio Manager
• Mission: To provide exceptional market knowledge, extensive experience with trade practices and execution, and advanced technical support to the Senior Portfolio Manager.
• Tech Stack: Advanced Excel, business applications and technology

What You’ll Actually Do
• Market Strategy: Provide updates and recommendations on market conditions and execute trades accordingly.
• Data Management: Update and maintain Trading and Reporting spreadsheets for accurate record-keeping.
• Trade Operations: Perform bulk trading, allocation, and follow up on client trades to ensure proper settlement and delivery.
• Financial Analysis: Conduct tax reporting and analysis to support portfolio management decisions.
• Research & Support: Conduct research and provide advanced technical support to the Senior Portfolio Manager.

The Must-Haves
• Background: Senior-level professional with extensive market and trading knowledge within the investment and wealth management domain.
• Experience: At least 10 years of experience in a similar role or significant experience in decision-making and trade execution within a Canadian wealth management firm, working closely with a Portfolio Manager. Active Registered Representative (RR) license is required.
• Skills: ADVANCED or higher Excel proficiency, strong skills and knowledge with business applications and technology, high quality time management, organizational skills, and exceptional English verbal and written communication skills.