Associate Portfolio Manager at RBC

Enhance your finance career as an Associate Portfolio Manager with RBC Phillips, Hager & North. Collaborate with investment counsellors to craft personalized investment strategies for high-net-worth clients.

In this full-time role based in Québec, you will support experienced investment counsellors in managing client portfolios effectively. Your responsibilities include constructing customized strategies, monitoring performance, and ensuring all portfolios align with investment policies. You will also facilitate client meetings and proactively identify portfolio challenges to deliver strategic solutions.

Key Responsibilities: • Support investment counsellors in client portfolio management • Create investment strategies tailored for clients • Proactively manage portfolios to exceed performance goals • Monitor and rebalance portfolios per investment policies • Assist in preparing client presentation materials

Requirements: • CFA charter designation is essential...