Associate Portfolio Manager: High‑Net‑Worth Wealth Strategies

RBC; Vancouver; On-site; CAD 70,000 - 105,000; Full time

Job summary

A leading investment counselling firm based in Vancouver seeks an Associate Portfolio Manager to enhance client portfolios and support investment counselling functions. The ideal candidate holds a University Degree in Economics or Business, along with CFA designation, and has a minimum of 3 years of relevant experience. This role offers a competitive salary ranging from $70,000 to $105,000 and a robust bonus program, with opportunities for career progression in a dynamic and inclusive workplace.

Benefits

Career progression opportunities

Robust discretionary bonus program

Inclusive work environment

Qualifications

• Minimum 3 years portfolio management experience.
• Minimum 5 years investment industry experience.
• Strong individual contributor and team player.

Responsibilities

• Proactively identify, investigate, and resolve client inquiries.
• Attend client meetings, including prospect reviews.
• Assist in managing client portfolios for optimal performance.

Skills

Client Counseling

Critical Thinking

Decision Making

Interpersonal Relationship Management

Interpersonal Relationships

Investment Management

Education

University Degree in Economics or Business

CFA Designation

Job description

A leading investment counselling firm based in Vancouver seeks an Associate Portfolio Manager to enhance client portfolios and support investment counselling functions. The ideal candidate holds a University Degree in Economics or Business, along with CFA designation, and has a minimum of 3 years of relevant experience. This role offers a competitive salary ranging from $70,000 to $105,000 and a robust bonus program, with opportunities for career progression in a dynamic and inclusive workplace.