Overview
Associate Portfolio Manager Jobs in Quebec, Canada at RBC
Position: RBC Associate Portfolio Manager Role
Location: Quebec
Pursue a career at RBC Phillips, Hager & North as an Associate Portfolio Manager.
This role offers a chance to build and manage tailored investment strategies for affluent clients.
In this full-time position, you will collaborate with experienced investment professionals to enhance client portfolios for high-net-worth individuals and entities. Implementation of strategic financial plans and consistent monitoring will be key aspects of your role. You will also help solidify client relationships through detailed profiling and preparation for various investment meetings.
Key Responsibilities:
• Assist in managing client portfolios alongside investment counsellors
• Develop customized investment models and action plans
• Regularly monitor and rebalance portfolios
• Create and maintain detailed client relationship profiles
• Prepare for client meetings, including annual reviews
Requirements:
• Must hold CFA charter designation
• Bachelor’s degree in business, finance, or economics
• Bilingual (English and French) for client interactions
• Proficient in Microsoft 365, especially Excel
• Graduate degree is advantageous
Make a significant impact on investment strategies at RBC and advance your career in wealth management.
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Title: Associate Portfolio Manager
Company: RBC
Location: Quebec, Canada
Category:
