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Associate Portfolio Manager
2 weeks ago
**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.
**What will you do?**:
- Proactively identify, investigate and resolve client inquiries and provide the Investment Counsellors with recommendations for resolution for complex situations
- Attend client meetings as required, including prospect and annual review meetings
- Proactively maintain timely written, verbal and electronic communication with other support groups internally and with external contacts
- Assist in implementing action plans and proactively manage client portfolios to ensure best performance and service results for every client portfolio
- Assist in monitoring and rebalancing portfolios to ensure they are managed consistently with current Investment Policy Statements and portfolio risk management strategies and policies
- Contribute to meeting team objectives by retaining and growing the team’s high net worth customers
- As an APM, you would assist in developing a profile for each client which would include next steps to increase and solidify the relationship
- You will input trades where required, address compliance requirements and assist with ensuring all account documentation is completed
**What do you need to succeed?**:
**Must-have**:
- University Degree in a related field ( Economics and/or Business )
- CFA Designation ( Chartered Financial Analyst )
- Minimum 3 years portfolio management experience
- Minimum 5 years investment industry experience
**Nice-to-have**:
- CFP Designation ( Certified Financial Planner )
- Marketing / Sales Background
- Demonstrated presentation skills
- Fluency in English and French
**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.
- Challenging work
- Variety of assignments
- Financial strength and a strong brand
- Prestige
- Management that supports your work and progression
**Job Skills**
**Additional Job Details**
**Address**:
333 7 AVE SW:CALGARY
**City**:
CALGARY
**Country**:
Canada
**Work hours/week**:
37.5
**Employment Type**:
Full time
**Platform**:
WEALTH MANAGEMENT
**Job Type**:
Regular
**Pay Type**:
Salaried
**Posted Date**:
2025-05-27
**Application Deadline**:
2025-06-14
**I**nclusion** and Equal Opportunity Employment**
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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