Associate Portfolio Manager

4 weeks ago


Toronto, Ontario, Canada RBC Dominion Securities Inc. Full time
Job Opportunity

RBC Dominion Securities Inc. is seeking a skilled Associate Portfolio Manager to join our team in Vancouver, BC.

Key Responsibilities
  • Collaborate with Senior Portfolio Managers to develop and implement tailored investment strategies for high-net-worth clients.
  • Proactively manage a substantial portfolio of over one billion dollars across various asset classes.
  • Implement investment policy decisions, monitor asset mixes, rebalance portfolios, and manage risk.
  • Assist with day-to-day portfolio review, asset allocation rebalancing, and executing trades as directed by the Portfolio Manager.
  • Prepare and deliver market commentaries and portfolio performance reviews.
  • Conduct research analysis and participate in regional/national projects to improve investment solutions.
Requirements
  • University degree in business or a related field.
  • Chartered Financial Analyst (CFA) designation.
  • Excellent understanding of investment industry and financial products.
  • Strong Microsoft Office Suite skills.
  • Meticulous attention to detail and excellent time management skills.
  • Ability to understand and interpret investment solutions, markets, economy, and communicate to various audiences.
  • Good knowledge of business trends and sales methodologies in the wealth management industry.
  • Minimum 3 years portfolio management experience.
  • Minimum 5 years investment industry experience.
  • Exceptional written and verbal communication in English.
What We Offer
  • Opportunity for growth and learning with a dynamic team of investment professionals.
  • Responsibility and impact on society through SRI discipline.
  • Comprehensive Total Rewards Program including bonuses 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 take on progressively greater accountabilities.
  • Opportunities to build close relationships with clients.


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