Job Summary

Job Description

What is the opportunity?

A member of RBC Phillips, Hager & North Investment Counsel, the Associate Portfolio Manager works with experienced investment counsellors to construct customized investment strategies for high-net-worth individuals, trusts, and charitable foundations. This long-term support role is designed to help investment counsellors implement a strategy, and manage and monitor the client portfolio on a regular basis.

What will you do?

Support the investment counsellor in managing client portfoliosAssist in the construction of customized investment strategies, models, proposals, and action plans for existing and potential clientsImplement action plans and proactively manage client portfolios to achieve or exceed performance goalsMonitor and rebalance client portfolios to ensure they are managed in accordance with the investment policy statements and portfolio risk management strategies and policiesDevelop, document, and maintain a profile for each client including next steps to deepen and solidify the relationshipAssist as required in preparing client meetings, including annual review meetings and meetings with potential clientsParticipate in analyst presentations on investment strategy and analysisReview and respond to risk management reportsProactively identify and review client portfolio management issues and recommend solutions to investment counsellors to resolve them

What do you need to succeed?
Must-have

Chartered Financial Analyst (CFA) charter designationUndergraduate degree (preferably in business, finance or economics)Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needsStrong working knowledge of Microsoft 365 apps, especially Excel

Nice-to-have

Graduate degree (preferably in business or finance)Financial planner diploma granted by the Institute of Financial Planning

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 applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing team

Job Skills

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÉAL

City:

MONTRÉAL

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-01-10

Application Deadline:

2025-02-03

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
​​​​​​​
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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.