Associate Portfolio Manager

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

Attend client meetings as required, including prospect and annual review meetings

Proactively maintain timely written, verbal and electronic communication with other support groups internally and with external contacts

Assist in implementing action plans and proactively manage client portfolios to ensure best performance and service results for every client portfolio

Assist in monitoring and rebalancing portfolios to ensure they are managed consistently with current Investment Policy Statements and portfolio risk management strategies and policies

Contribute to meeting team objectives by retaining and growing the team’s high net worth customers

As an APM, you would assist in developing a profile for each client which would include next steps to increase and solidify the relationship

You will input trades where required, address compliance requirements and assist with ensuring all account documentation is completed

CFP Designation ( Certified Financial Planner )

Marketing / Sales Background

Demonstrated presentation skills

Fluency in English and French

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.

Challenging work

Variety of assignments

Financial strength and a strong brand

Prestige

Management that supports your work and progression

Job Skills

Additional Job Details

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.