Associate Portfolio Manager
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)
- 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
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:
279 LAKESHORE RD E:OAKVILLE
City:
OAKVILLE
Country:
Canada
Work hours/week:
- 5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2024-07-03
Application Deadline:
2024-10-08
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.
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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