Associate Portfolio Manager

Job Summary

Job Description

What is the opportunity?

As an Associate Portfolio Manager, PH&N Investment Counsel, you are a member of a professional team responsible for building and managing a high performance investment counselling franchise. You will work with experienced Investment Counsellors to build customized investment strategies for high net worth individuals, trust, and charitable foundations. For further information, please visit : http : / / www.rbcphnic.com /

What will you do?

Proactively identify, investigate and resolve client inquiries and provide the Investment Counsellors with recommendations for resolution of complex situations

Develop, document and maintain a profile for each client including next steps to increase and solidify the relationship

Proactively participate in regional / national projects that seek to continuously improve upon client solutions as well as operation efficiencies.

Assist in the construction of customized investment strategies, models, proposals, and action plans for existing and potential clients.

Implement action plans and pro-actively manage client portfolios to ensure highest level of return and service to the client.

Ensure client portfolios are structured and managed within parameters outlined in the Investment Policy Statement.

What do you need to succeed?

Must Have

Successful completion of CFA level 1 with intention to complete

Minimum of 5 years Investment industry experience

Portfolio management experience (3 years plus)

University Degree (preferably in business and / or economics)

Nice to Have

CFA designation

CIM designation

CFP designation

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

The opportunity to do challenging work in a dynamic, collaborative, progressive and high-performing team

Opportunities to build close relationships with clients

Job Skills

Consulting, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services