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 strategiesReview all Investment Policy Statements for complianceProvide expertise on complex investment filesManage client portfolios and assess their needsDeliver training programs tailored to individual needsRequirements:University Degree in Business or EconomicsMinimum 10 years in the investment industryStrong analytical and organizational skillsIn-depth understanding of corporate governance and regulatory standardsAbility to travel as requiredUtilize your extensive investment knowledge to elevate the client experience in a energetic environment at RBC.#J-18808-Ljbffr
📌 Senior Regional Manager At Rbc (Richmond Hill)
🏢 RBC
📍 Richmond Hill
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