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 • Strong 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 agile environment at RBC. #J-18808-Ljbffr