Join RBC Phillips Hager & North as a Regional Manager in Vaughan, Canada. Leverage your expertise in investment counseling to uphold governance standards and deliver premium client service.

In this pivotal role, you will collaborate with senior management and Investment Counsellors to ensure high standards in portfolio management practices. You will lead initiatives aimed at improving portfolio strategies and client engagement. This position requires in-depth knowledge of regulatory environments and an ability to foster trust with high-net-worth clients.

Key Responsibilities:
• Lead investment portfolio management initiatives nationally
• Conduct pre-approval reviews for Investment Policy Statements
• Provide resources for complex client files




• Manage client expectations regarding portfolios
• Facilitate training programs based on individual needs

Requirements:
• Degree in Business or Economics preferred
• Minimum 10 years of investment industry experience
• Proven problem-solving and organizational skills
• Strong judgment in assessing business risks
• Availability for occasional travel

For experienced professionals with a passion for excellence in client relations, this role offers a agile environment at RBC.
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📌 Investment Portfolio Regional Manager – RBC (Ontario)
🏢 RBC
📍 Ontario