RBC

Trust Investment Manager

RBC

full-time

Posted on:

Location Type: Office

Location: Toronto • Canada

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Salary

💰 CA$67,000 - CA$110,000 per year

About the role

  • Construct and implement investment strategies, proposals, and action plans for existing and potential clients
  • Monitor and rebalance portfolios to ensure they are managed consistently with current Investment Policy Statements and portfolio risk management strategies and policies
  • Establish trusted relationships with clients, RT employees and internal RBC partners to become a center of expertise for investment services related to trusts, power of attorney/mandate and estate accounts
  • Prepare client presentations and attend client meetings as required, including prospecting, annual reviews and ad hoc meetings with clients, RT employees and RBC partners
  • Assist with projects that help improve oversight and prudent investment management

Requirements

  • Minimum of 2 years’ experience in a similar role or strong portfolio management background
  • University Degree (preferably in business, finance, or economics)
  • Successful completion of Level 2 of the Chartered Financial Analyst (CFA) Program (with willingness to work towards completion)
  • Proficiency in Microsoft Office Suite (Excel, Outlook, Word, PowerPoint)
  • Excellent communication, interpersonal and time management skills
  • Prior experience with trusts and estates (Nice to Have)
  • CIM Designation (Chartered Investment Manager) (Nice to Have)
Benefits
  • Comprehensive Total Rewards Program including bonuses and flexible benefits
  • Competitive compensation
  • Opportunities to do challenging work
  • Flexible work/life balance options
  • Access to a variety of job opportunities across business and geographies

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
portfolio managementinvestment strategiesrisk managementclient presentationsfinancial analysis
Soft skills
communicationinterpersonal skillstime managementrelationship building
Certifications
Chartered Financial Analyst Level 2Chartered Investment Manager