Associate Portfolio Manager
16 hours ago
OpportunityRBC PH&N Investment Counsel (“RBC PH&N IC”) is one of Canada’s leading boutique investment counselling firms providing high‑net‑worth clients and small business owners with discretionary investment management.Role OverviewAssociate Portfolio Manager works with experienced Investment Counsellors to construct customized investment strategies for high net worth individuals, trusts, and charitable foundations.ResponsibilitiesProactively identify, investigate and resolve client inquiries, providing recommendations for complex situations.Attend client meetings, including prospect and annual review meetings.Maintain timely written, verbal and electronic communication with internal support groups and external contacts.Assist in implementing action plans and proactively manage client portfolios to ensure optimal performance and service results.Monitor and rebalance portfolios to ensure consistency with current Investment Policy Statements and portfolio risk management strategies.Contribute to meeting team objectives by retaining and growing the team’s high net worth client base.Assist in developing a profile for each client to increase and solidify the relationship.Input trades where required, address compliance requirements and assist with ensuring all account documentation is completed.QualificationsMust-havesUniversity degree in Economics and/or Business.CFA designation (Chartered Financial Analyst).Minimum 3 years of portfolio management experience.Minimum 5 years of investment industry experience.Strong individual contributor and great team player/support.Nice-to-havesCFP designation (Certified Financial Planner).Marketing / Sales background.Demonstrated presentation skills.Fluency in English and French.Benefits & CompensationSalary range $70,000 – $105,000 depending on experience, skills, registration status, and market conditions. RBC’s robust discretionary bonus program offers additional compensation based on performance targets and individual goals.Location & HoursVancouver Main Branch (B), 1055 Georgia St W, Vancouver, Canada. 37.5 hours/week. Full‑time. Regular employment type. Salaried pay.Application DeadlineApplications accepted until 11:59 PM the day prior to December 31, 2025.Inclusive WorkplaceAt RBC we believe in an inclusive workplace that fosters respect, belonging and opportunity for all. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.Join Our Talent CommunityStay in‑the‑know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. #J-18808-Ljbffr
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Associate Portfolio Manager
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Vancouver, British Columbia, Canada Vancity Full timeEstablished in 1995, Vancity Investment Management (VCIM) was one of the first wealth management firms in Canada to focus on investments that deliver competitive returns while making a positive impact on the world. We offer individual, institutional and mutual fund clients an integrated investment process that combines traditional financial analysis with...
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Associate Portfolio Manager
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Associate Portfolio Manager
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Vancouver, Canada Nicola Wealth Management Ltd. Full timeA leading wealth management firm in Metro Vancouver is seeking an Associate within Asset Management Operations to assist with client portfolio management. The ideal candidate has a CFA or CIM designation and at least 4 years of experience. Responsibilities include monitoring portfolio trades, collaborating with investment teams, and ensuring compliance. This...
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