Build customized investment strategies in Waterloo as an Associate Portfolio Manager with PH&N; Investment Counsel, supporting high net worth clients and foundations.
This full time role at RBC supports a skilled team building and managing an investment counselling franchise. You will work with experienced Investment Counsellors across client inquiries, portfolio management, and customized investment solutions. The position serves high net worth individuals, trusts, and charitable foundations.
Key Responsibilities:
- Resolve client inquiries and recommend solutions for complex situations
- Maintain client profiles and relationship-building next steps
- Construct customized strategies, models, proposals, and action plans
- Implement action plans and proactively manage client portfolios
- Maintain portfolios within Investment Policy Statement parameters
Requirements:
- Successful CFA Level 1 completion with intention to continue
- Canadian Securities Course completion
- At least five years of investment industry experience
- More than three years of portfolio management experience
- University degree, preferably business or economics
Apply portfolio management, client counselling, and investment strategy skills supporting PH&N; clients from Waterloo.
📌 Associate Portfolio Manager Waterloo (Canada)
🏢 RBC
📍 Canada