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 environment at RBC.
📌 Senior Regional Manager at RBC (Richmond Hill)
🏢 RBC
📍 Richmond Hill
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