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.
Associate Portfolio Manager Toronto employer: RBC
RBC is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation thrives and employees are empowered to grow. As a Senior Director in Toronto, you will lead a talented team in developing cutting-edge AI solutions that transform the banking experience for millions, while enjoying comprehensive benefits, professional development opportunities, and a commitment to community impact. Join us to be part of a collaborative environment that values diverse perspectives and champions your success.
