25 Aug
|
RBC
|
Riviere-des-Prairies—Pointe-aux-Trembles
25 Aug
RBC
Riviere-des-Prairies—Pointe-aux-Trembles
What is the opportunity?As a strategic member of a national senior management team, you will providing specialized support and operational guidance within a reputable and growing high performance investment counselling firm. Performing within the RBC Phillips Hager & North Investment Counsel division, you will be working with your region's accomplished Investment Counsellors and their support teams to confirm they adhere to the highest standards of portfolio management governance, thus ensuring they and the firm deliver an exceptional client experience.Job DescriptionYou will be working closely with Managing Directors, Investment Counsellors and Associate Portfolio Managers to provide leadership and guidance for activities and processes related to managing client investment portfolios, including client discovery, Investment Policy Statements, suitability, asset allocation, portfolio construction, risk alerts, performance attribution and reporting.What will you do?Pro-actively participate in regional/national projects to continuously improve portfolio managementPrepare pre-approval review of all Investment Policy StatementsAct as a key resource regarding complex files – with an excellent understanding of portfolio theory, the tax and regulatory environment and related wealth management considerationsManage client investment portfolios, including client discovery, suitability, asset allocation, portfolio construction, risk alerts and performanceUnderstand High Net Worth (HNW) client expectationsMaintain mandatory governance reporting; be audit-orientedFacilitate quick identification and mitigation of business risks.Identify unique/individual training needs and deliver training programsWhat do you need to succeed?Must-haveUniversity Degree (preferable in Business and/or Economics)Minimum 10-years investment industry experienceOutgoing personality and ability to confidently communicate compliance and portfolio management issues,
build trust and credibilityIn-depth understanding of the regulatory environment/corporate governanceStrong analytical, problem-solving and organizational skillsAbility to understand business risks, exhibit sound judgment and decision-makingSome travel requiredNice-to-haveFluent in Mandarin/Cantonese/FrenchExperience with Canadian Wealth Management (CWM) operating systems would be an assetCFA Charter holder; CIMWhat's in it for you?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.Work in a dynamic, collaborative, progressive, and high-performing teamAbility to make a difference with a lasting impact, doing challenging workSupported career developmentA comprehensive Total Rewards Program including bonuses and flexible benefits, and excellent compensation structureJob SkillsAuditing, Audits Compliance, Data Gathering Analysis, Decision Making, Ethical Business, Fraud Management, Internal Controls, Interpersonal Relationship Management, Results-Oriented, Risk ManagementAdditional Job DetailsAddress3300 HWY 7:VAUGHANCityVaughanCountryCanadaWork hours/week37.5Employment TypeFull timePlatformWEALTH MANAGEMENTJob TypeRegularPay TypeSalariedPosted Date2026-08-19Application Deadline2026-09-12Our Employment OpportunitiesAt 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 chance for all. #J-18808-Ljbffr
📌 Regional Manager, Governance (Riviere-des-Prairies—Pointe-aux-Trembles)
🏢 RBC
📍 Riviere-des-Prairies—Pointe-aux-Trembles