As a key member of the RBC Phillips, Hager & North Investment Counsel (RBC PH&N; IC) team, you will help build and manage our premier investment counselling franchise. You will provide leadership and guidance on processes related to the management of client investment portfolios, including client discovery, Investment Policy Statement (IPS) suitability, asset allocation, portfolio construction, risk alerts, and performance. You will support the Managing Director and will be accountable for upholding high standards of governance, while at the same supporting Investment Counsellors in delivering tailored and exceptional service to high-net-worth clients.

A key focus of the role will be to leverage and enhance the firm’s processes to facilitate the quick identification and mitigation of business risks. Proactively participate in regional/national projects that seek to continuously improve portfolio management. Act as a key liaison between Investment Counsellor teams and Portfolio Risk Advisors.

Review the weekly Portfolio risk dashboard, working collaboratively with each Investment Counsellor team to establish and implement resolution plans.

Ensure Investment

Counsellor teams are kept current on changing policies and procedures. Disseminate best practices with regards to portfolio management and trading systems: Act as a key resource for Investment Counsellors and Associate Portfolio Managers regarding complex files based on a valuable understanding of portfolio theory, the tax and regulatory environment, and related wealth management considerations.



Maintain mandatory governance reporting such as ensuring client reviews are documented at least one a year.

Conduct quarterly office audits within the region and prepare subsequent audit report for the Managing Director’s review. CFA charterholder or Level III candidate in the CFA Program University degree, preferably in Business or Economics Bilingualism (English and French) required, as you will regularly do business with RBC partners and/or employees across Canada with English and French speaking needs Ability to communicate market and portfolio management issues with confidence Strong understanding of the regulatory environment Strong independent leadership and change management skills Experience with Canadian Wealth Management operating systems, an asset We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program, including bonuses, flexible benefits, and competitive compensation Full time WEALTH MANAGEMENT Posted Date: Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. #

📌 Regional Manager, Governance (Montreal)
🏢 RBC
📍 Montreal