Associate Portfolio Manager

RBC • Quebec, QC

2d • Onsite

About The Position

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.

Requirements

• Chartered Financial Analyst (CFA) charter designation
• Undergraduate degree (preferably in business, finance or economics)
• Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
• Strong working knowledge of Microsoft 365 apps, especially Excel

Nice To Haves

• Graduate degree (preferably in business or finance)
• Financial planner diploma granted by the Institute of Financial Planning

Responsibilities

• 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

Benefits

• bonuses
• flexible benefits
• competitive compensation
• commissions
• stock where applicable
• Leaders who support your development through coaching and managing opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level