Support customized investment strategies at RBC Phillips, Hager & North Investment Counsel in Toronto, using portfolio management and Excel expertise.
As an Associate Portfolio Manager, you will work with experienced investment counsellors serving high-net-worth individuals, trusts, and charitable foundations. You will help construct strategies, implement action plans, and monitor client portfolios. The work includes proposals, models, risk management, and relationship profiles.
Key Responsibilities: Support investment counsellors in managing client portfolios
Construct customized strategies, models, proposals, and action plans
Implement plans and proactively manage portfolios toward performance goals




Monitor and rebalance portfolios against investment policy statements
Identify portfolio issues and recommend solutions to counsellors
Requirements: Chartered Financial Analyst charter designation
Undergraduate degree in business, finance, or economics preferred
Strong working knowledge of Microsoft 365 applications
Robust working knowledge of Excel
Graduate degree or financial planner diploma preferred
Bring CFA expertise, investment management judgment, and portfolio monitoring skills to RBC’s Toronto wealth management team.

#J-18808-Ljbffr

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