Advance your career with RBC PH&N; Investment Counsel as an Associate Portfolio Manager in Edmonton, Canada. Leverage your investment expertise to develop tailored strategies for high net worth clients.

In this crucial role, you will support experienced Investment Counsellors by creating customized investment strategies for affluent individuals, trusts, and charitable foundations. Your responsibilities include resolving client inquiries, maintaining communication, and managing portfolios to optimize performance. Team collaboration is essential for retaining and growing the client base.

Key Responsibilities:



• Identify and resolve client inquiries proactively • Attend client meetings for reviews and prospect discussions • Maintain communication with internal and external contacts • Manage portfolios according to investment policies • Develop profiles to enhance client relationships

Requirements: • University degree in Economics or Business • CFA designation mandatory • Minimum 3 years of portfolio management experience • Minimum 5 years in the investment industry • Solid interpersonal and team collaboration skills

Bring your investment management skills and client-focused approach to RBC's high-performing team in Edmonton. #J-18808-Ljbffr

📌 Associate Portfolio Manager at RBC (Winnipeg)
🏢 RBC
📍 Winnipeg