Executive Portfolio Manager

7 days ago


Vancouver, British Columbia, Canada Royal Trust Corporation of Canada Full time
Company Overview

Royal Trust Corporation of Canada is a leading provider of trust services, dedicated to helping clients achieve their financial goals. Our team of experienced professionals provides personalized service and expertise to manage complex trust portfolios.

Salary

The estimated salary for this position is between $65,000 and $85,000 per year, depending on experience and qualifications. Additionally, a discretionary bonus program may be available, providing opportunities for increased earnings based on individual performance and business results.

Job Description

As an Executive Portfolio Manager - Trust Services, you will play a key role in managing a book of trust accounts, ensuring efficient and accurate administration of client portfolios. Your responsibilities will include:

  • Building and maintaining relationships with clients, beneficiaries, and co-trustees
  • Providing superior client service and comprehensive fiduciary solutions
  • Ensuring client strategic objectives are known and reviewed, with a documented client action plan customized to the client's unique situation
Required Skills and Qualifications

To succeed in this role, you will require:

  • A minimum of 3-5 years of experience in a similar role
  • Successful completion of the Canadian Securities Course
  • A University Degree or equivalent
  • Extensive knowledge of general investment, estate, financial, trust, taxation issues, and economic conditions
Benefits

This role offers a comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. You will also have access to leaders who support your development through coaching and managing opportunities, as well as a dynamic, collaborative, and high-performing team environment.



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