Description

ABOUT US
RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals.

RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank.
 
PORTFOLIO MANAGER - WHAT IS THE OPPORTUNITY?
 
Manage Royal Bank of Canada (RBC) Rochdale client assets. Develop investment strategies and make investment decisions, to achieve clients' investment goals.
 

WHAT WILL YOU DO?
Relationship Management
Expand and deepen relationships with financial advisors and clients.
Act in a leadership role and as technical resource for advisors.
Ensure that advisors are kept abreast of firm and industry developments.
Ensure that the transition from the sales process to portfolio management is smooth and accurate.
Handle advisor and client communication. Serve as the central point of the relationship.
Prepare client presentations.
Communicate regularly with advisors to ensure that investment solutions and services are meeting their needs, expectations, and specifications.
Facilitate and conduct individual meetings and presentations.
Operate and represent RBC Rochdale with the highest level of integrity and work ethic.
Account and Portfolio Management
Manage an assigned group of investment portfolios.
Work closely with clients and advisors, advising them on strategies to achieve investment goals.
Structure investment portfolios and rebalance asset allocation within client’s investment objects and risk tolerance.
Trade implementation and strategic rebalancing for new and existing client accounts.
Review the assets in each account periodically to ensure that investments meet the intent and strategies of the client.
Manage cash flow, reinvestment and liquidity requirements.
Communicate to clients about current market conditions, investment alternatives, asset allocation and portfolio results. Make adjustments to their investment strategies as needed.
Attend client meetings.
Business Development
Work with advisors to acquire new business, work on bringing in additional assets from existing clients.
Investment Strategy/Trading and Research
Demonstrate expert knowledge of both internal and external investment solutions.
Communicate strategic shifts and changes in the marketplace to clients, advisors, and internal colleagues.
Analyze alternative investment and risk scenarios (e.g. relative value, overall investment return, interplay of various asset classes, and comparative return of different markets)
Risk Management and Compliance
Follow appropriate Regulation 9 process.
Accurately complete various compliance related reporting in a timely manner.
Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications.
 

WHAT'S IN IT FOR YOU?
Compensation: Starting base salary: $122,548 - $208,711 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

Requirements

WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*Master's Degree
A minimum of 10 years of investment management experience
CFA - Charter Financial Analyst
FINRA Series 7 and 66 securities