Associate Portfolio Manager

1 month ago

Vancouver, Canada Royal Bank of Canada Full time

**Job Summary**

**What is the opportunity?**:
RBC PH&N Investment Counsel (“RBC PH&N IC”) is one of Canada’s leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary investment management and privileged access to the expertise of our RBC Wealth Management Services team which includes highly accredited lawyers, accountants, and financial planning specialists.

As a member of RBC PH&N IC, the Associate Portfolio Manager is responsible for working with Investment Counsellors (IC) to construct customized investment strategies for high-net-worth clients and small business owners.

As an Associate Portfolio Manager, you will:

- Build and implement asset allocation trading plans and enter trades accordingly to implement the client’s investment strategy.
- Draft Investment Policy Statements (IPS), as needed, by analyzing the client’s personal financial circumstances, investment objectives, risk profile and other unique client preferences.
- Monitor portfolios to ensure each portfolio’s asset mix is within IPS ranges.
- Analyze financial market trends and economic conditions and recommend potential tactical allocation opportunities to your IC.
- Manage ongoing scheduled/ad-hoc cash flow requests by implementing security trading and portfolio rebalancing trades.
- Track the performance of RBC PH&N IC’s product shelf, including individual stocks, bonds, pooled funds and ETFs, and recommend suitable investment products to meet a client’s investment objectives.
- Perform individual security analysis, as needed, in support of your IC’s investment decisions.
- Utilize your business development skills to recognize planning opportunities for clients, and how they may benefit from a referral to an RBC partner.
- Proactively participate in regional and national projects seeking to improve upon client solutions.

**What do you need to succeed?**

**Must Have**:

- University Degree in a related field (Economics and/or Business).
- Minimum 3 years portfolio management experience.
- Minimum 5 years investment industry experience.

**Nice to Have**:

- CFP Designation (Certified Financial Planner).
- Chartered Investment Manager (CIM®).
- Discretionary portfolio management experience, preferably with high-net-worth clients.
- Marketing/Sales background.
- Demonstrated presentation skills, both written and oral.

**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 which include competitive compensation and flexible benefits
- 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
- Opportunities to do challenging work
- Opportunities to building close relationships with clients

This position may be eligible to receive a discretionary/variable incentive payment.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

- Drives RBC’s high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value

**Job Skills**

Consulting, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services

**Additional Job Details**

**Address**:
VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER

**City**:
VANCOUVER

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Wealth Management

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2024-02-14

**Application Deadline**:
2024-03-16

**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.

**Join our Talent Community**

Stay 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.

  • Associate Portfolio Manager

    1 month ago

    Vancouver, 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...

  • Associate, Portfolio Solutions

    2 months ago

    Vancouver, Canada Canaccord Genuity Corp. Full time

    Salary Range: $75,000 - $80,000 Who we are: Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships - we achieve this by generating value for...

  • Associate Portfolio Manager

    16 hours ago

    Vancouver, Canada Sneaky Weasel Craft Lager Full time

    Under the guidance of the Senior Portfolio Manager and Marketing Vice President, the **Associate Portfolio Manager** champions the health, growth & vitality of assigned brands. He/she is responsible for implementing approved programs for their brand group. Included in this role will be forecasting, monitoring performance and controlling expenses within...

  • Portfolio Manager

    2 months ago

    Vancouver, British Columbia, Canada UBC Full time

    Staff - Non UnionJob CategoryM&P - AAPSJob ProfileAAPS Salaried - Administration, Level CJob TitlePortfolio ManagerDepartmentResearch & Core Technology | MedIT | Faculty of MedicineCompensation Range$7, $11,540.42 CAD MonthlyThe Compensation Range is the span between the minimum and maximum base salary for a position. The midpoint of the range is...

  • Portfolio Manager

    2 months ago

    Vancouver, Canada University of British Columbia Full time

    Staff - Non Union Job Category M&P - AAPS Job Profile AAPS Salaried - Administration, Level C Job Title Portfolio Manager Department Research & Core Technology | MedIT | Faculty of Medicine Compensation Range $7,400.83 - $11,540.42 CAD Monthly The Compensation Range is the span between the minimum and maximum base salary for a position. The...

  • Portfolio Manager

    2 months ago

    Vancouver, Canada UBC Full time

    Staff - Non Union Job Category M&P - AAPS Job Profile AAPS Salaried - Administration, Level C Job Title Portfolio Manager Department Research & Core Technology | MedIT | Faculty of Medicine Compensation Range $7,400.83 - $11,540.42 CAD Monthly The Compensation Range is the span between the minimum and maximum base salary for a position. The midpoint of...

  • Portfolio Manager

    1 day ago

    Vancouver, Canada Purpose Unlimited Full time

    Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved segments of the market. Purpose Unlimited's businesses...

  • Project Management Specialist

    1 month ago

    Vancouver, Canada GE Power Portfolio Full time

    **Job Description Summary**: Role Summary / Purpose The Project Management Specialist (Project Management Associate) is the main support for projects / service orders within the Canadian services portfolio with a focus on projects and service order execution. In this role, you will work closely with the Parts & Service Managers and report to the senior...

  • Manager, Portfolio Relations

    1 week ago

    Vancouver, Canada BGIS Full time

    **Who We Are** BGIS is a leading provider of customized facility management and real estate services. With our combined team of over 6, 500 globally, we relentlessly focus on enabling innovation through the services we deliver, while actively looking for new opportunities that will enable innovation for our clients’ businesses. Globally, we manage over...

  • Portfolio Manager

    1 week ago

    Vancouver, Canada Raymond James Financial Full time

    **Portfolio Manager** - 2303920 An independent agency of Raymond James Ltd provides wealth management services to high net-worth individuals and their families is seeking a full-time Portfolio Manager to partner with an established Portfolio Manager in Vancouver. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality...

  • Portfolio Manager

    2 months ago

    Vancouver, Canada Deetken Impact Full time

    Education: Bachelor's degree - Experience: 5 years or more **Work setting**: - Investment company **Tasks**: - Collect financial and investment information about companies, stocks, bonds and other investments - Examine and analyze financial and investment information (profiles of companies, stock or bond prices, yields and future trends) - Prepare company,...

  • Manager, Portfolio Compliance

    2 weeks ago

    Vancouver, Canada Connor, Clark & Lunn Financial Group Full time

    **Manager, Portfolio Compliance** **Connor, Clark & Lunn Financial Group** **Vancouver, BC** **Are you ready to join one of Canada's leading asset management firms?** We're seeking a skilled Manager to head our Portfolio Compliance Team. In this vital role, you'll work closely with our institutional portfolio managers and affiliate compliance officers to...

  • Analyst, Portfolio Management

    6 days ago

    Vancouver, Canada Trez Capital Full time

    Why Join Trez Capital? Founded in 1997, Trez Capital is a non-bank leading provider of private commercial real estate debt and equity financing solutions in Canada and the United States. For over 25 years, we have consistently provided developers and owners with flexible short-to-mid-term financing. Trez Capital also offers private and institutional...

  • Radius Portfolio Manager

    1 month ago

    Vancouver, Canada Simon Fraser University Full time

    Union/Affiliation: **Administrative and Professional Staff (APSA)** - Pay range: **$69,903 to $83,473 annually** - SFU Department Descr: **Beedie School of Business** - Position Grade: **9** - # of openings: **1** - Biweekly Hours: **72** The Portfolio Manager is a critical part of the RADIUS Consulting and Training Services area and is responsible for....

  • Manager, Portfolio Management

    3 weeks ago

    Vancouver, Canada Lululemon Athletica Full time

    Business Unit: Store Support Centre (SSC) Time Type: Full-time Description & Requirements who we are lululemon is an innovative performance apparel company for yoga, running, training, and other athletic pursuits. Setting the bar in technical fabrics and functional design, we create transformational products and experiences that support people in...

  • Manager, Portfolio Management

    3 weeks ago

    Vancouver, Canada Lululemon Athletica Full time

    Business Unit: Store Support Centre (SSC) Time Type: Full-time Description & Requirements who we are lululemon is an innovative performance apparel company for yoga, running, training, and other athletic pursuits. Setting the bar in technical fabrics and functional design, we create transformational products and experiences that support people in...

  • Manager, Portfolio Management

    3 weeks ago

    Vancouver, Canada Lululemon Athletica Full time

    Business Unit: Store Support Centre (SSC) Time Type: Full-time Description & Requirements who we are lululemon is an innovative performance apparel company for yoga, running, training, and other athletic pursuits. Setting the bar in technical fabrics and functional design, we create transformational products and experiences that support people in...

  • Manager, Portfolio Management

    1 week ago

    Vancouver, Canada Lululemon Athletica Full time

    Business Unit: Store Support Centre (SSC) Time Type: Full-time Description & Requirements who we are lululemon is an innovative performance apparel company for yoga, running, training, and other athletic pursuits. Setting the bar in technical fabrics and functional design, we create transformational products and experiences that support people in...

  • Manager, Portfolio Management

    1 week ago

    Vancouver, Canada Lululemon Athletica Full time

    Business Unit: Store Support Centre (SSC) Time Type: Full-time Description & Requirements who we are lululemon is an innovative performance apparel company for yoga, running, training, and other athletic pursuits. Setting the bar in technical fabrics and functional design, we create transformational products and experiences that support people in...

  • Portfolio Management Assistant

    1 week ago

    Vancouver, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** RBC PH&N Investment Counsel (“RBC PH&N IC”) is one of Canada’s leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary investment management and privileged access to...