Associate Portfolio Manager Toronto
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Support customized investment strategies at RBC Phillips, Hager & North Investment Counsel in Toronto, using portfolio management and Excel expertise.
As an Associate Portfolio Manager, you will work with experienced investment counsellors serving high-net-worth individuals, trusts, and charitable foundations. You will help construct strategies, implement action plans, and monitor client portfolios. The work includes proposals, models, risk management, and relationship profiles.
Key Responsibilities:
- Support investment counsellors in managing client portfolios
- Construct customized strategies, models, proposals, and action plans
- Implement plans and proactively manage portfolios toward performance goals
- Monitor and rebalance portfolios against investment policy statements
- Identify portfolio issues and recommend solutions to counsellors
Requirements:
- Chartered Financial Analyst charter designation
- Undergraduate degree in business, finance, or economics preferred
- Strong working knowledge of Microsoft 365 applications
- Strong working knowledge of Excel
- Graduate degree or financial planner diploma preferred
Bring CFA expertise, investment management judgment, and portfolio monitoring skills to RBC’s Toronto wealth management team.
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