Support customized investment strategies at RBC Phillips, Hager & North Investment Counsel in Toronto, using portfolio management and Excel expertise. Work full time with experienced investment counsellors. As an Associate Portfolio Manager, you will support portfolios for high-net-worth individuals, trusts, and charitable foundations. You will help construct strategies, models, proposals, and action plans. The position focuses on implementing strategies, monitoring portfolios, and supporting client relationships.

Key Responsibilities
Support investment counsellors in managing client portfolios Construct customized strategies, models, proposals, and action plans Implement plans and proactively manage portfolios Monitor and rebalance portfolios under investment policies Prepare client meetings and review portfolio issues

Requirements:
Chartered Financial Analyst charter designation Undergraduate degree in business, finance, or economics preferred Robust Microsoft 365 and Excel working knowledge Graduate degree in business or finance preferred Financial planner diploma preferred Bring investment management, portfolio monitoring, and client strategy skills to RBC Phillips, Hager & North Investment Counsel in Toronto.

📌 Associate Portfolio Manager Toronto (Canada)
🏢 RBC
📍 Canada