Associate Portfolio Manager

1 month ago

Oakville, Ontario, Canada Royal Bank of Canada> Full time
Job Summary

We are seeking a highly skilled Associate Portfolio Manager to join our team at Royal Bank of Canada. As a key member of our investment counselling franchise, you will work closely with experienced Investment Counsellors to build and manage high-performance investment strategies for high net worth individuals, trusts, and charitable foundations.

Key Responsibilities
  • Proactively identify and resolve client inquiries, providing recommendations for complex situations
  • Develop and maintain client profiles, including next steps to enhance relationships
  • Participate in regional and national projects to improve client solutions and operational efficiencies
  • Assist in constructing customized investment strategies, models, proposals, and action plans for clients
  • Implement action plans and manage client portfolios to ensure optimal returns and service
  • Ensure client portfolios are structured and managed within Investment Policy Statement parameters
Requirements
  • CFA level 1 completion with intention to complete
  • CSC certification
  • Minimum 5 years investment industry experience
  • Portfolio management experience (3 years plus)
  • University degree (preferably in business and/or economics)
What We Offer
  • A comprehensive Total Rewards Program, including bonuses and flexible benefits
  • The opportunity to work in a dynamic, collaborative, and high-performing team
  • Challenging work and opportunities to build close relationships with clients
Job Skills

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

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