Trust Investment Manager

Job Description What is the opportunity?

As a key member of RBC Royal Trust (RT) Trust Investments Group (TIG), the Trust Investment Manager will be responsible for the construction of investment strategies and delivery of ongoing investment management, oversight and risk monitoring for trust, power of attorney/mandate and estate accounts. The Trust Investment Manager role consists of both ongoing portfolio management as well as trust fiduciary oversight for internally and externally managed accounts.

The Trust Investment Manager is also responsible for acting as a key resource to all RT employees and RBC partners to provide education and support around trust investment matters.

• 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 client’s, RT employees and RBC partners
• Assist with projects that help improve oversight and prudent investment management

• 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)
• Excellent communication, interpersonal and time management skills
• Proficiency in Microsoft Office Suite (Excel, Outlook, Word, PowerPoint)

• Prior experience with trusts and estates
• Willingness to travel from time to time
• CIM Designation (Chartered Investment Manager)

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, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business and geographies

WMRT

Client Discovery, Client Meetings, Investments, Partnership Management, Portfolio Management

Address: RBC CENTRE, 155 WELLINGTON ST W:

TORONTO

City:
Toronto

Country:
Canada

Work hours/week: 37.5

Employment Type:

Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type:

Salaried

Posted Date:

Final date to receive applications:

Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

The expected pay range for this position is:

$67,000.00 - $

The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

You have the…