Associate Portfolio Manager Toronto

Support customized investment strategies at RBC Phillips, Hager & North Investment Counsel in Toronto, using portfolio management and Excel expertise.

As an Associate Portfolio Manager, you will work with experienced investment counsellors serving high-net-worth individuals, trusts, and charitable foundations. You will help construct strategies, implement action plans, and monitor client portfolios. The work includes proposals, models, risk management, and relationship profiles.

Key Responsibilities:

• Support investment counsellors in managing client portfolios
• Construct customized strategies, models, proposals, and action plans
• Implement plans and proactively manage portfolios toward performance goals
• Monitor and rebalance portfolios against investment policy statements
• Identify portfolio issues and recommend solutions to counsellors

Requirements:

• Chartered Financial Analyst charter designation
• Undergraduate degree in business, finance, or economics preferred
• Strong working knowledge of Microsoft 365 applications
• Strong working knowledge of Excel
• Graduate degree or financial planner diploma preferred

Bring CFA expertise, investment management judgment, and portfolio monitoring skills to RBC’s Toronto wealth management team.