# Associate Portfolio Manager

**Company**: RBC
**Location**: Waterloo, Ontario
**Experience**: senior
**Job type**: full-time
**Salary**: $67,000.00 - $110,000.00
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/WATERLOO-Ontario-Canada/Associate-Portfolio-Manager_R-0000191885-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_e06bb2f1-85a

## Description

As an Associate Portfolio Manager, PH&N Investment Counsel, you are a member of a professional team responsible for building and managing a high-performance investment counselling franchise.

You will work with experienced Investment Counsellors to build customized investment strategies for high net worth individuals, trust, and charitable foundations.

**Responsibilities**

- Proactively identify, investigate and resolve client inquiries and provide the Investment Counsellors with recommendations for resolution of complex situations

- Develop, document and maintain a profile for each client including next steps to increase and solidify the relationship

- Proactively participate in regional/national projects that seek to continuously improve upon client solutions as well as operation efficiencies

- Assist in the construction of customized investment strategies, models, proposals, and action plans for existing and potential clients

- Implement action plans and pro-actively manage client portfolios to ensure highest level of return and service to the client

- Ensure client portfolios are structured and managed within parameters outlined in the Investment Policy Statement

**Requirements**

- Successful completion of CFA level 1 with intention to complete

- CSC

- Minimum of 5 years Investment industry experience

- Portfolio management experience (3 years plus)

- University Degree (preferably in business and/or economics)

**Nice to Have**

- CFA designation

- CIM designation

- CFP designation

**What's in it for you?**

- A comprehensive Total Rewards Program including bonuses and flexible benefits

- The opportunity to do challenging work in a dynamic, collaborative, progressive and high-performing team

- Opportunities to build close relationships with clients

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## Skills

### Required
- Client Counseling
- Critical Thinking
- Decision Making
- Interpersonal Relationship Management
- Investment Banking
- Investment Consulting
- Investment Management

### Nice to have
- CFA designation
- CIM designation
- CFP designation

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/WATERLOO-Ontario-Canada/Associate-Portfolio-Manager_R-0000191885-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)