Associate Portfolio Manager Edmonton
RBC
Build customized investment strategies at RBC PH&N Investment Counsel in Edmonton, using portfolio management expertise for high-net-worth clients. Support experienced Investment Counsellors and deliver careful client service.As an Associate Portfolio Manager, you will help construct and manage strategies for individuals, trusts, and charitable foundations. You will investigate client inquiries, monitor portfolios, and support investment decisions. The position combines investment management, client communication, portfolio rebalancing, and compliance administration within RBC’s wealth management platform.Key Responsibilities:
Investigate client inquiries and recommend resolutions for complex situationsAttend prospect and annual review meetings as requiredMaintain timely communication with internal and external contactsMonitor and rebalance portfolios against Investment Policy StatementsInput trades and complete account documentation requirementsRequirements:
University degree in Economics, Business, or related fieldChartered Financial Analyst designationMinimum three years of portfolio management experienceMinimum five years of investment industry experienceCertified Financial Planner designation is considered an assetBring portfolio management, client counselling, and critical thinking skills to RBC PH&N Investment Counsel’s Edmonton team.
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Investigate client inquiries and recommend resolutions for complex situationsAttend prospect and annual review meetings as requiredMaintain timely communication with internal and external contactsMonitor and rebalance portfolios against Investment Policy StatementsInput trades and complete account documentation requirementsRequirements:
University degree in Economics, Business, or related fieldChartered Financial Analyst designationMinimum three years of portfolio management experienceMinimum five years of investment industry experienceCertified Financial Planner designation is considered an assetBring portfolio management, client counselling, and critical thinking skills to RBC PH&N Investment Counsel’s Edmonton team.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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