Responsibilities:

• Assist with management of client investment portfolios including executing client trades directly into the capital markets, portfolio re-balancing and trade settlement
• Execute client wire payment and securities transfer requests
• Conduct timely review of daily reporting to follow-up on client transactions
• Be well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate and compliant
• Assist with the welcoming and onboarding of new clients including ensuring compliance with all regulatory/AML requirements and RBC policies
• Maintain client service plans with responsibility for managing timelines and key dates for client contact to ensure clients receive excellent service
• Respond to client inquiries in an understanding and time-efficient manner
• Effectively manage incoming communications from clients, colleagues, and other internal/external partners
• Leverage your planning skills to coordinate and prepare for meetings with clients or prospects
• Provide marketing and administrative support for the maintenance of electronic and physical communication channels
• Support the wealth management process and maintain an audit of wealth management activities

Requirements:

• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) or equivalent; or the ability to obtain with 6 months of employment
• Derivatives Fundamentals Online (DFOL) as required by role and client portfolio complexity
• A relevant university degree
• Relevant international financial services experience and willingness to engage in continuing education
• Strong skills working with business applications/technology, including Microsoft Office Suite
• High quality time management and organization skills
• Demonstrated skills in providing world-class client service that will come across as professional, warm and friendly to our clients
• Exceptional verbal and written communication skills

Nice-to-have:

• Knowledge of RBC Dominion Securities’ systems and procedures
• Experience in the securities industry
• Familiarity with wealth management

What’s in it for you?

• A competitive compensation package including salary, bonus and pension
• Health insurance and comprehensive benefits
• 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 Data by YubHub.

Responsibilities

• Design and implement multi-asset class discretionary portfolios
• Analyze financial market trends and economic conditions to inform investment decisions
• Monitor investment strategies and recommend tactical allocation opportunities and changes
• Write client-friendly investment commentary and portfolio analysis
• Prepare and deliver client portfolio reviews
• Monitor the firm's investment universe and recommend suitable investments
• Execute securities trades in a live-to-market environment
• Build and present portfolio proposals to prospective clients
• Develop relationships with portfolio management support resources globally

Requirements

• University degree in a related field
• Internationally recognized investment management professional designation (CIM or CFA)
• Minimum 5 years investment management experience
• Minimum 7 years investment industry experience
• Demonstrated presentation skills, both written and oral
• Analytical mind, intellectual curiosity, team-first attitude, exceptional communications skills, and ability to thrive in a fast-paced environment

Nice to Have

• Experience delivering investment solutions working with a client-facing, live-to-market discretionary portfolio manager
• Marketing/sales background

Benefits

• Competitive compensation package including salary, bonus, and pension
• Health insurance and comprehensive benefits
• 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 Data by YubHub.

This position also serves as an advisor to senior management with valuation and reporting responsibilities for the longevity reinsurance, life retrocession, creditor reinsurance and other product lines. The role is a good fit for a senior actuary who has a keen interest and drive to move to support the growth and profitability of RBCICL.

Responsibilities

• Accountable for liability and financial reporting with work to be performed per actuarial standards of practice and regulatory requirements
• Strategic management of risks to protect RBCICL from unacceptable losses or undesirable outcomes with respect to earnings volatility, capital adequacy or liquidity, while supporting and enabling its business strategy
• Financial management through actuarial portfolio performance reviews, analysis of earnings and input into business plans and forecasts
• Support regulatory changes, for example AM Best/S&P capital requirements and IFRS 17
• Develop and mentor staff in several locations

Requirements

• Fellow of the Canadian Institute of Actuaries and Society of Actuaries
• At least 10 years of Canadian actuarial experience in valuation and financial reporting
• At least 20 years of experience within the life insurance industry
• Experience in longevity reinsurance is essential. Life retrocession and creditor reinsurance product lines is an asset
• Leadership skills to engage team and communication skills to drive action
• Strong analytical and technical skills to build the foundation for carrying out accountabilities
• Knowledge of life insurance standards of practice, reserving principles, insurance accounting, product design and
• Ability to juggle multiple priorities, deal with ambiguity and work under pressure

Benefits

• A competitive compensation package including salary and pension
• Health insurance and comprehensive benefits
• 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 Data by YubHub.