Job Summary
Job Description
What is the opportunity?
Are you an experienced investment professional with a passion for portfolio management and a deep understanding of Canadian, US and global markets? The RBC Dominion Securities branch is seeking a seasoned Associate Portfolio Manager with 15+ years of experience to join one of our senior teams in Etobicoke. If you excel in managing diverse investment portfolios and delivering exceptional client outcomes, we want to hear from you.
About the Role
As an Associate Investment Advisor/Associate Portfolio Manager at RBC, you will leverage your extensive expertise to manage and grow investment portfolios tailored to meet the goals of high-net-worth individuals and institutional clients. With a strong focus on Canadian and US equities, mutual funds, ETFs, and global market trends, you will help drive long-term value for our clients.
What will you do?
Design and implement personalized investment strategies aligned with clients' objectives and risk tolerance.
Analyze and monitor Canadian, US, and global equity markets to identify growth opportunities and mitigate risks.
Select and manage investments, including mutual funds, ETFs, and other instruments, within a diversified portfolio.
Maintain in-depth knowledge of market trends, macroeconomic factors, and sector developments to inform investment decisions.
Collaborate with internal teams, including financial planners and advisors, tax specialist, to provide integrated wealth management solutions.
Build and maintain strong client relationships through proactive communication and reporting.
Ensure compliance with regulatory requirements and adhere to RBC’s ethical standards.
What do you need to succeed?
Must Have
CSC (Canadian Securities Course), WME (Wealth Management Essentials), and CIM (Chartered Investment Manager) designations are mandatory.
Minimum of 15 years of portfolio management experience, with a proven track record of managing diverse investment portfolios.
Comprehensive knowledge of Canadian and US equities, global markets, mutual funds, and ETFs.
Strong analytical skills with the ability to interpret complex financial data and make informed decisions.
Exceptional communication and interpersonal skills to build trust and rapport with clients and colleagues.
Proficiency in investment management software and tools.
Nice to Have
Knowledge of RBC Dominion Securities’ systems and procedures, an asset
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
A world-class training program in financial service
Job Skills
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance MeasurementAdditional Job Details
Address:
3250 BLOOR ST W:TORONTOCity:
TORONTOCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedPosted Date:
2025-02-14Application Deadline:
2025-03-17Note: 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.
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