Associate Portfolio Manager

Role overview

Responsibilities

• Support investment counsellors in managing client portfolios.
• Help construct customized investment strategies, models, proposals, and action plans for existing and potential clients.
• Implement action plans and proactively manage portfolios toward or beyond performance goals.
• Monitor and rebalance portfolios in line with investment policy statements and portfolio risk management strategies and policies.
• Develop, document, and maintain client profiles, including next steps to deepen and solidify relationships.
• Assist with preparation for client meetings, including annual reviews and meetings with potential clients.
• Participate in analyst presentations on investment strategy and analysis.
• Review and respond to risk management reports.
• Identify and review portfolio management issues and recommend solutions to investment counsellors.

Qualifications

• A Chartered Financial Analyst (CFA) charter designation is required.
• An undergraduate degree is required; business, finance, or economics is preferred.
• Strong working knowledge of Microsoft 365 applications, including Excel, is required.
• A graduate degree in business or finance is a nice-to-have.
• A financial planner diploma granted by the Institute of Financial Planning is a nice-to-have.

Development and rewards

• The posting describes coaching, development opportunities, mentorship, flexible benefits, and performance bonuses.
• The role offers opportunities to take on meaningful projects and develop across RBC business units.

Pay range

• The stated pay range is $67,000–$110,000, with potential discretionary variable compensation; no pay cadence is stated.

Work hours and employment

• Full-time employment with 37.5 work hours per week.

Location

• The posting lists Toronto, Ontario, and an office address at Royal Bank Plaza.