Join RBC PH&N; Investment Counsel as an Associate Portfolio Manager based in Edmonton, Canada. Focus on developing personalized investment strategies for prestigious high net worth clients.

As an Associate Portfolio Manager, you will be integral to supporting Investment Counsellors with customized portfolio strategies. Your role will include resolving client inquiries and ensuring comprehensive management of client portfolios. Communication and collaboration within the team are essential for achieving success and improving client retention.

Key Responsibilities:
• Investigate and resolve complex client issues
• Participate in annual review and prospect meetings
• Communicate effectively with support groups
• Assist in portfolio monitoring and rebalancing
• Create client profiles to strengthen relationships

Requirements:
• Degree in a related field such as Economics or Business
• CFA designation required
• At least 3 years of portfolio management experience
• 5+ years in the investment sector
• Ability to work well both independently and in a team

Utilize your skills to enhance high net worth client relationships at RBC in Edmonton.
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📌 RBC Associate Portfolio Manager Role (Alberta)
🏢 RBC
📍 Alberta