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 prospective clients.
• Implement action plans and proactively manage portfolios toward performance goals.
• Monitor and rebalance portfolios according to investment policy statements and portfolio risk strategies and policies.
• Maintain client profiles, including documented next steps to deepen and strengthen relationships.
• Help prepare annual review meetings and meetings with prospective clients.
• Participate in analyst presentations on investment strategy and analysis.
• Review and respond to risk management reports.
• Identify portfolio management issues and recommend solutions to investment counsellors.

Required 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.

Nice-to-have qualifications

• A graduate degree, preferably in business or finance, is nice to have.
• A financial planner diploma granted by the Institute of Financial Planning is nice to have.

Development and benefits

• The employer describes coaching, development opportunities, meaningful work, and collaboration.
• Compensation includes market-rate pay and performance bonuses; flexible benefits are offered.
• The posting describes mentorship, learning opportunities, career pathways, and social impact initiatives.

Compensation

• The stated pay range is $67,000 to $110,000, with potential discretionary variable compensation.
• The posting does not specify a pay cadence.

Schedule and employment

• The posting states full-time employment and 37.5 work hours per week.

Work location

• The listed work address is Royal Bank Plaza, 200 Bay Street, Toronto.