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
Solid 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
🏢 RBC
📍 Toronto