Overview

What is the opportunity? A member of RBC Phillips, Hager & North Investment Counsel, the Associate Portfolio Manager works with experienced investment counsellors to construct customized investment strategies for high-net-worth individuals, trusts, and charitable foundations. This long-term support role is designed to help investment counsellors implement a strategy, and manage and monitor the client portfolio on a regular basis.

Responsibilities

• Support the investment counsellor in managing client portfolios
• Assist in the construction of customized investment strategies, models, proposals, and action plans for existing and potential clients
• Implement action plans and proactively manage client portfolios to achieve or exceed performance goals
• Monitor and rebalance client portfolios to ensure they are managed in accordance with the investment policy statements and portfolio risk management strategies and policies