Job DescriptionWhat is the chance?RBC PH&N; Investment Counsel (“RBC PH&N; IC”) is one of Canada’s leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary investment management and privileged access to the expertise of our RBC Wealth Management Services team which includes highly accredited lawyers, accountants, and financial planning specialists.As an Associate Portfolio Manager, you are a key member of a professional team charged with building and managing a high performance investment counselling franchise, the Associate works with experienced Investment Counsellors to construct customized investment strategies for high net worth individuals, trust, and charitable foundations.What will you do?Proactively identify, investigate and resolve client inquiries and provide the Investment Counsellors with recommendations for resolution for complex situationsAttend client meetings as required,



including prospect and annual review meetingsProactively maintain timely written, verbal and electronic communication with other support groups internally and with external contactsAssist in implementing action plans and proactively manage client portfolios to ensure best performance and service results for every client portfolioAssist in monitoring and rebalancing portfolios to ensure they are managed consistently with current Investment Policy Statements and portfolio risk management strategies and policiesContribute to meeting team objectives by retaining and growing the team’s high net worth customersAs an APM, you would assist in developing a profile for each client which would include next steps to increase and solidify the relationshipYou will input trades where required, address compliance requirements and assist with ensuring all

📌 Associate Portfolio Manager (Edmonton)
🏢 RBC
📍 Edmonton