Come Work with Us!
At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.
Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.
Associate Portfolio Manager
RBC PH&N Investment Counsel (“RBC PH&N IC”) is one of Canada’s leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary investment management and privileged access to the expertise of our RBC Wealth Management Services team which includes highly accredited lawyers, accountants, and financial planning specialists.
What is the opportunity?
As a member of RBC PH&N IC, the Associate Portfolio Manager is responsible for working with Investment Counsellors (IC) to construct customized investment strategies for high-net-worth clients and small business owners.
As an Associate Portfolio Manager, you will:
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Build and implement asset allocation trading plans and enter trades accordingly to implement the client’s investment strategy.
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Draft Investment Policy Statements (IPS), as needed, by analyzing the client’s personal financial circumstances, investment objectives, risk profile and other unique client preferences.
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Monitor portfolios to ensure each portfolio’s asset mix is within IPS ranges.
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Analyze financial market trends and economic conditions and recommend potential tactical allocation opportunities to your IC.
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Manage ongoing scheduled/ad-hoc cash flow requests by implementing security trading and portfolio rebalancing trades.
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Track the performance of RBC PH&N IC’s product shelf, including individual stocks, bonds, pooled funds and ETFs, and recommend suitable investment products to meet a client’s investment objectives.
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Perform individual security analysis as needed in support of your IC’s investment decisions.
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Utilize your business development skills to recognize planning opportunities for clients, and how they may benefit from a referral to an RBC partner.
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Proactively participate in regional and national projects seeking to improve upon client solutions.
What do you need to succeed?
Must Have:
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University Degree in a related field (Economics and/or Business).
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Full Chartered Financial Analyst (CFA) designation
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Minimum 3 years portfolio management experience.
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Minimum 5 years investment industry experience.
Nice to Have:
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CFP Designation (Certified Financial Planner).
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CIM® Designation (Chartered Investment Manager)
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Discretionary portfolio management experience, preferably with high-net-worth clients.
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Marketing/Sales background.
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Demonstrated presentation skills, both written and oral.
What’s in it for you?
We thrive on the challenge to be our best, encourage progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and our communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
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A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and RBC shares where applicable.
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Leaders who support your development through coaching and managing opportunities.
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Work in a dynamic, collaborative, progressive, and high-performing team.
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Opportunities to take on progressively greater accountabilities.
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Opportunities for career growth, including progression towards Investment Counselling.
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Opportunities to build close relationships with clients.
CALGARY, Alberta, Canada
CAN-AB-CALGARY
Canada
37.5
Full time
Wealth Management
Regular
Salaried
2023-06-08
2023-10-14
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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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 rbc.com/careers.
