Associate Portfolio Manager Toronto
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Support customized investment strategies at RBC Phillips, Hager & North Investment Counsel in Toronto, using portfolio management and Excel expertise. Work full time with experienced investment counsellors.
As an Associate Portfolio Manager, you will support portfolios for high-net-worth individuals, trusts, and charitable foundations. You will help construct strategies, models, proposals, and action plans. The position focuses on implementing strategies, monitoring portfolios, and supporting client relationships.
Key Responsibilities:
- Support investment counsellors in managing client portfolios
- Construct customized strategies, models, proposals, and action plans
- Implement plans and proactively manage portfolios
- Monitor and rebalance portfolios under investment policies
- Prepare client meetings and review portfolio issues
Requirements:
- Chartered Financial Analyst charter designation
- Undergraduate degree in business, finance, or economics preferred
- Strong Microsoft 365 and Excel working knowledge
- Graduate degree in business or finance preferred
- Financial planner diploma preferred
Bring investment management, portfolio monitoring, and client strategy skills to RBC Phillips, Hager & North Investment Counsel in Toronto.
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