Associate Portfolio Manager- En

Come Work with Us!

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title

Associate Portfolio Manager | Gestionnaire de portefeuille adjoint(e)

What is the opportunity?

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.

What will you do?

• Participate in analyst presentations on investment strategy and analysis
• Develop, document, and maintain a profile for each client including next steps to deepen and solidify the relationship
• 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
• Review and respond to risk management reports
• Monitor and rebalance client portfolios to ensure they are managed in accordance with the investment policy statements and portfolio risk management strategies and policies
• Proactively identify and review client portfolio management issues and recommend solutions to investment counsellors to resolve them
• Assist as required in preparing client meetings, including annual review meetings and meetings with potential clients
• Implement action plans and proactively manage client portfolios to achieve or exceed performance goals

What do you need to succeed?
Must-have

• Strong working knowledge of Microsoft 365 apps, especially Excel
• Chartered Financial Analyst (CFA) charter designation
• Undergraduate degree (preferably in business, finance or economics)
• Strong written and verbal communication skills in French and English (in order to serve English-speaking clients in the Québec market)

Nice-to-have

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

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, competitive compensation, commissions, and stock where applicable
• Work in a dynamic, collaborative, progressive, and high-performing team
• Ability to make a difference and lasting impact
• Leaders who support your development through coaching and managing opportunities

Job Summary
Address:
MONTRÉAL, Quebec, Canada
City:
CAN-QC-MONTRÉAL
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
Wealth Management
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2023-05-29
Application Deadline:
2023-06-18
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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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 rbc.com/careers.