Associate Portfolio Manager
Role Overview
What is the opportunity?
A member of RBC Phillips, Hager & North Investment Counsel, the Associate Portfolio Manager works with experienced investment counsellors to construct customized investment strategies for high-net-worth individuals, trusts, and charitable foundations.
This long-term support role is designed to help investment counsellors implement a strategy and manage and monitor the client portfolio on a regular basis.
What will you do?
• Support the investment counsellor in managing client portfolios
• Assist in the construction of customized investment strategies, models, proposals, and action plans for existing and potential clients
• Implement action plans and proactively manage client portfolios to achieve or exceed performance goals
• Monitor and rebalance client portfolios to ensure they are managed in accordance with the investment policy statements and portfolio risk management strategies and policies
• Develop, document, and maintain a profile for each client including next steps to deepen and solidify the relationship
• Assist as required in preparing client meetings, including annual review meetings and meetings with potential clients
• Participate in analyst presentations on investment strategy and analysis
• Review and respond to risk management reports
• Proactively identify and review client portfolio management issues and recommend solutions to investment counsellors to resolve them
What do you need to succeed?
Full Job Posting
Must-have:
- Chartered Financial Analyst (CFA) charter designation
- Undergraduate degree (preferably in business, finance or economics)
- Strong working knowledge of Microsoft 365 apps, Excel
Nice-to-have:
- Graduate degree (preferably in business or finance)
- Financial planner diploma granted by the Institute of Financial Planning
- 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.
- 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
- Your career + Your life
- Competitive total rewards: market-rate compensation, performance bonuses, flexible benefits.
- Clear pathways to growth: mentorship from leaders invested in your development, and progressive opportunities across RBC
- Your impact
- Own meaningful projects that drive real change for clients
- Collaborate with diverse, high-performing teams solving complex challenges
- Contribute to communities and causes you care about through our social impact initiatives
- Your development
- Access learning and skill-building opportunities tailored to your goals
- Expand your horizons across RBC's diverse business units and roles
- Build your professional network with talented people across the organization
- Job Skills
- Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services
- Additional Job Details
- Address:
- ROYAL BANK PLAZA, 200 BAY ST:TORONTO
- City:
- Toronto
About Royal Bank of Canada
Diversified multinational financial services and banking institution.
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