Job Summary
Job Description
What is the opportunity?
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.
For further information, please visit : http : / / www.rbcphnic.com /
What will you do?
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.
What do you need to succeed?
Must Have
Successful completion of CFA level 1 with intention to complete
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?
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.
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
Job Skills
Consulting, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services
Associate Portfolio Manager
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. Implement action plans and pro-actively manage client portfolios to ensure highest level of return and servic...
Associate Marketing Manager - Portfolio Dolls
As Associate Marketing Manager, you will lead the commercialization process and the execution of localized marketing strategies for our Portfolio Dolls brands (Polly Pocket, Monster High, Disney Dolls, Universal Dolls, and other owned IP and/or licensed dolls brands). Mattel is a leading global toy ...
Associate Marketing Manager - Quaker Portfolio Activation
We are hiring an Associate Marketing Manager to oversee Quaker’s Portfolio Activation. Lead multi-media Portfolio communications programs (such as Quaker’s iconic Made in Canada campaign called “Quakerborough” and Recipe/Versatility programming in partnership with leading media outlets) with applica...
Associate Marketing Manager - Portfolio Dolls
As Associate Marketing Manager, you will lead the commercialization process and the execution of localized marketing strategies for our Portfolio Dolls brands (Polly Pocket, Monster High, Disney Dolls, Universal Dolls, and other owned IP and/or licensed dolls brands). ...
Senior Project and Program Manager
On behalf of our client, Procom is seeking a Senior Project and Program that is available to work PST hours in Canada. Project Controller Job Details. ...
Senior Channel Sales Manager, Americas Enterprise
At Canonical, the Senior Partner Manager, Americas Channel role reports to the Director, Global Channel Sales and requires a mix of both farming and hunting capabilities. Arrange and execute sales and pre sales trainings to these resellers. Canonical is growing its channel sales team to capitalize o...
retail sales manager
Education: Secondary (high) school graduation certificate.Experience: 7 months to less than 1 year.Direct and control daily operations .Plan and organize daily operations.Manage staff and assign duties.Implement price and credits policies.Locate, select and procure merchandise for resale.Determine s...
Entry Level Real Estate Sales Agent
Produce monthly and quarterly sales reports to track team progress towards company goals. Manage sales inquiries from qualified leads and successfully convert them into new clients. To be considered for this position as an Entry Level Real Estate Sales Agent you must possess a valid Real Estate Lice...
warehouse associate
Clean and maintain office, supply area or warehouse. Store items in warehouse, tool room or supply area. ...
Account Manager
Bio-Rad’s diverse and extensive line of consumables, apparatus and small equipment to life science research laboratories at academic, government and biotech accounts. Work with existing accounts as well as prospect for new customers, qualifying leads, and pre and post sales customer training to ensu...