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Associate Portfolio Manager

RBC Capital

RBC Capital

Oakville, ON, Canada
Posted on Friday, July 5, 2024

Job Summary

Job Description

What is the opportunity?

As an Associate Portfolio Manager, PH&N Investment Counsel, you are a member of a professional team responsible for building and managing a high performance investment counselling franchise. You will work with experienced Investment Counsellors to build customized investment strategies for high net worth individuals, trust, and charitable foundations. For further information, please visit: http://www.rbcphnic.com/

What will you do?

  • Proactively identify, investigate and resolve client inquiries and provide the Investment Counsellors with recommendations for resolution of complex situations

  • Develop, document and maintain a profile for each client including next steps to increase and solidify the relationship

  • Proactively participate in regional/national projects that seek to continuously improve upon client solutions as well as operation efficiencies.

  • Assist in the construction of customized investment strategies, models, proposals, and action plans for existing and potential clients.

  • Implement action plans and pro-actively manage client portfolios to ensure highest level of return and service to the client.

  • Ensure client portfolios are structured and managed within parameters outlined in the Investment Policy Statement.

What do you need to succeed?

Must Have

  • Successful completion of CFA level 1 with intention to complete

  • CSC

  • Minimum of 5 years Investment industry experience

  • Portfolio management experience (3 years plus)

  • University Degree (preferably in business and/or economics)

Nice to Have

  • CFA designation

  • CIM designation

  • CFP designation

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.

  • A comprehensive Total Rewards Program including bonuses and flexible benefits

  • The opportunity to do challenging work in a dynamic, collaborative, progressive and high-performing team

  • Opportunities to build close relationships with clients

Job Skills

Consulting, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services

Additional Job Details

Address:

279 LAKESHORE RD E:OAKVILLE

City:

OAKVILLE

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-07-03

Application Deadline:

2024-07-24

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.