Portfolio Management Associate at RBC
0000050353 The Royal Trust Company • quebec, capitale nationale • Posted June 27, 2026
About the Role
Advance your career in investment as an Associate Portfolio Manager at RBC Phillips, Hager & North in Québec. Work alongside seasoned counsellors to develop tailored strategies for high-net-worth clients.
In this full-time position, you'll support the team by constructing and monitoring customized investment strategies. Key responsibilities include managing client portfolios, ensuring adherence to investment policies, and preparing important client documentation. Building relationships with clients and addressing their portfolio needs are essential to this role.
Key Responsibilities:
• Support senior counsellors in developing client portfolio strategies
• Assist in implementing and adjusting investment plans
• Monitor portfolio strategies against performance benchmarks
• Prepare for and attend client review meetings
• Recommend solutions for identified portfolio issues
Requirements:
• CFA charter is required
• Bachelor's degree in finance or related field ...
In this full-time position, you'll support the team by constructing and monitoring customized investment strategies. Key responsibilities include managing client portfolios, ensuring adherence to investment policies, and preparing important client documentation. Building relationships with clients and addressing their portfolio needs are essential to this role.
Key Responsibilities:
• Support senior counsellors in developing client portfolio strategies
• Assist in implementing and adjusting investment plans
• Monitor portfolio strategies against performance benchmarks
• Prepare for and attend client review meetings
• Recommend solutions for identified portfolio issues
Requirements:
• CFA charter is required
• Bachelor's degree in finance or related field ...