Associate Portfolio Manager

2 weeks ago

Montréal, Canada Royal Bank of Canada Full time

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

**What do you need to succeed?**
**Must-have**
- 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)
- Strong working knowledge of Microsoft 365 apps, especially Excel

**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
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team

**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

**I**nclusion** 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.

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