Associate Portfolio Manager

5 days ago

Abbotsford, Canada RBC Dominion Securities Full time

RBC Dominion Securities is a leading full-service investment and wealth management firm in Canada, with over a century of experience in helping individuals, families, businesses, and organizations build and preserve their wealth through sound financial planning and trusted investment advice. The firm is committed to equipping its advisors with best-in-class tools and resources to provide unparalleled wealth management solutions. Guided by a vision to be the first choice for clients, RBC Dominion Securities continually invests in its business and team to ensure success. Known for its dedication to scaling advisor businesses, the company is a trusted partner in financial growth and stability. Role Description This is a full-time, on-site role located in Abbotsford, BC, for an Associate Portfolio Manager / Wealth Advisor / Financial Planner. The role involves managing investment portfolios, providing tailor-made financial plans, and offering expert advice to clients to support their financial goals. Responsibilities include conducting financial analysis, researching investment opportunities, developing portfolio strategies, executing trades, and maintaining strong client relationships. This role requires a proactive approach to identifying client needs and delivering high-quality, personalized wealth management services. Qualifications Strong background in Finance, Investments, and Portfolio Management Demonstrated Analytical Skills and ability to assess financial data effectively Experience in Trading and understanding of investment markets Exceptional communication and relationship-building skills Relevant certifications such as CFA, CFP, or other financial planning designations are valued Bachelor’s degree or higher in Finance, Economics, Accounting, or a related field Proficiency in financial software and tools Commitment to providing exceptional client service and developing trust #J-18808-Ljbffr

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