Build customized investment strategies at RBC PH&N; Investment Counsel in Edmonton, using portfolio management expertise for high-net-worth clients. Support experienced Investment Counsellors and deliver careful client service.
As an Associate Portfolio Manager, you will help construct and manage strategies for individuals, trusts, and charitable foundations. You will investigate client inquiries, monitor portfolios, and support investment decisions. The position combines investment management, client communication, portfolio rebalancing, and compliance administration within RBC’s wealth management platform.
Key Responsibilities: Investigate client inquiries and recommend resolutions for complex situations
Attend prospect and annual review meetings as required
Maintain timely communication with internal and external contacts
Monitor and rebalance portfolios against Investment Policy Statements
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