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 agile setting at RBC.

📌 Senior Regional Manager At Rbc Richmond Hill (Canada)
🏢 RBC
📍 Canada