Lead investment governance with RBC Phillips Hager & North as a Senior Regional Manager. Support Investment Counsellors while ensuring top-tier portfolio management and compliance practices.
In this senior leadership role, you will collaborate with Managing Directors, Investment Counsellors, and Associate Portfolio Managers at a reputable high-performance investment counselling firm. Your focus will be on enhancing client investment portfolio management, conducting pre-approval reviews, and adhering to compliance standards. You will also address unique training needs while promoting accountability and mitigating risks across the region.
Key Responsibilities:
• Proactively improve portfolio management strategies
• Review all Investment Policy Statements for compliance
• Provide expertise on complex investment files
• Manage client portfolios and assess their needs
• Deliver training programs tailored to individual needs
Requirements:
• University Degree in Business or Economics
• Minimum 10 years in the investment industry
• Solid analytical and organizational skills
• In-depth understanding of corporate governance and regulatory standards
• Ability to travel as required
Utilize your extensive investment knowledge to elevate the client experience in a dynamic setting at RBC.
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📌 Senior Regional Manager at RBC (Ontario)
🏢 RBC
📍 Ontario