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Job Description
What is the opportunity?
The RBC Dominion Securities branch in Vancouver, BC, is currently seeking a dynamic and experienced Associate Portfolio Manager who excels in crafting tailored investment strategies for our HNW/UHNW clientele. As an integral part of our esteemed Chairman's Council team, the Associate Portfolio Manager will collaborate closely with Senior Portfolio Managers to deliver personalized investment solutions that meet the unique needs of our clients.
If you are passionate about investment management and thrive in a high-performance environment, we invite you to apply and contribute to our commitment to excellence in providing world class investment management services.
What will you do?
- As Associate Portfolio Manager, you will work with the Senior Portfolio Manager to proactively manage a substantial portfolio of over one billion dollar across various asset classes including, money market securities, stocks, bonds and alternative investments
- Implement investment policy decisions, monitor asset mixes, rebalance portfolios, and risk management
- Assist with day-to-day portfolio review, asset allocation rebalancing and executing and monitoring trades as directed by the Portfolio Manager
- Prepare and deliver market commentaries
- Prepare portfolio performance reviews and compare against benchmarks
- Conduct research analysis
- You will also proactively participate in regional / national projects that seek to improve upon investment solutions
What do you need to succeed?
Must Have
- University Degree in business or related field
- Chartered Financial Analyst (CFA) designation
- Excellent understanding of investment industry and financial products (Equities, fixed Income, options, alternative investments (Private Equity / Private Credit etc.)
- Strong Microsoft Office Suite skills
- Meticulous attention to detail and excellent time management skills
- Ability to understand and interpret investment solutions, the markets, the economy and communicate to various audiences
- Good knowledge of business trends and sales methodologies in the wealth management industry.
- Minimum 3 years portfolio management experience
- Minimum 5 years investment industry experience
- Exceptional written and verbal communication in English
Nice to Have
- Knowledge of RBC Dominion Securities' systems and procedures
- CFP Designation (Certified Financial Planner)
- Marketing / Sales Background
- Demonstrated presentation skills
What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- Opportunity for growth and learning as you will work alongside the senior Portfolio Manager and team of dedicated investment professionals of our firm
- Responsibility and impact on society by following SRI discipline
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to take on progressively greater accountabilities
- Opportunities to building close relationships with clients
The expected salary range for the above position is $38,000 - 55,000 depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs.
This position may be eligible to receive a discretionary/variable incentive payment.
RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
- Drives RBC's high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value
Job Skills
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance MeasurementAdditional Job Details
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Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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