Trust Investment Manager

Job Description What is the opportunity? As a key member of RBC Royal Trust (RT) Trust Investments Group (TIG), the Trust Investment Manager will be responsible for the construction of investment strategies and delivery of ongoing investment management, oversight and risk monitoring for trust, power of attorney/mandate and estate accounts. The Trust Investment Manager role consists of both ongoing portfolio management as well as trust fiduciary oversight for internally and externally managed accounts. The Trust Investment Manager is also responsible for acting as a key resource to all RT employees and RBC partners to provide education and support around trust investment matters. What will you do? Construct and implement investment strategies, proposals, and action plans for existing and potential clients Monitor and rebalance portfolios to ensure they are managed consistently with current Investment Policy Statements and portfolio risk management strategies and policies Establish trusted relationships with clients, RT employees and internal RBC partners to become a center of expertise for investment services related to trusts, power of attorney/mandate and estate accounts Prepare client presentations and attend client meetings as required, including prospecting, annual reviews and ad hoc meetings with client’s, RT employees and RBC partners Assist with projects that help improve oversight and prudent investment management What do you need to succeed? Must Have Minimum of 2 years’ experience in a similar role or strong portfolio management background University Degree (preferably in business, finance, or economics) Successful completion of Level 2 of the Chartered Financial Analyst (CFA) Program (with willingness to work towards completion) Excellent communication, interpersonal and time management skills Proficiency in Microsoft Office Suite (Excel, Outlook, Word, PowerPoint) Nice to Have Prior experience with trusts and estates Willingness to travel from time to time CIM Designation (Chartered Investment Manager) 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. A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable 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 Flexible work/life balance options Opportunities to do challenging work Opportunities to take on progressively greater accountabilities Access to a variety of job opportunities across business and geographies WMRT Job Skills Client Discovery, Client Meetings, Investments, Partnership Management, Portfolio Management Additional Job Details Address: RBC CENTRE, 155 WELLINGTON ST W:TORONTO City: Toronto Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: Application Deadline: Note Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs. Pay Range The expected pay range for this position is: $67,000.00 - $110,000.00 The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable. You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals. Inclusion 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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail. #J-18808-Ljbffr