Royal Bank of Canada

Regional Manager, Governance

Royal Bank of Canada$100K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • CFA charterholder or Level III CFA candidate
  • University degree in Business or Economics preferred
  • Bilingual (English and French)
  • Minimum 5 years of work experience in the investment industry
  • Strong understanding of the regulatory environment
  • Excellent communication skills for market issues
  • Independent leadership and change management skills

Responsibilities

  • Participate in national projects to improve portfolio management processes
  • Conduct timely reviews of Investment Policy Statements (IPS)
  • Liaise between Investment Counsellor teams and Portfolio Risk Advisors
  • Collaborate with teams to address weekly portfolio risk issues
  • Keep teams updated on policy changes
  • Share best practices for portfolio management
  • Guide on complex client scenarios using portfolio theory

Benefits

  • Comprehensive Total Rewards Program including flexible benefits
  • Opportunity to create lasting impact
  • Dynamic and collaborative high-performing team environment
  • Challenging work opportunities
Full Job Description
Job Description

What is the opportunity?

As a key member of the RBC Phillips, Hager & North Investment Counsel (RBC PH&N IC) team, you will help build and manage our premier investment counselling franchise. You will provide leadership and guidance on processes related to the management of client investment portfolios, including client discovery, Investment Policy Statement (IPS) suitability, asset allocation, portfolio construction, risk alerts, and performance. You will support the Managing Director and will be accountable for upholding high standards of governance, while at the same supporting Investment Counsellors in delivering tailored and exceptional service to high-net-worth clients. A key focus of the role will be to leverage and enhance the firm's processes to facilitate the quick identification and mitigation of business risks.

What will you do?
  • Proactively participate in regional/national projects that seek to continuously improve portfolio management.
  • Conduct pre-approval reviews of all IPS' within 12 hours of receipt.
  • Act as a key liaison between Investment Counsellor teams and Portfolio Risk Advisors.
  • Review the weekly Portfolio risk dashboard, working collaboratively with each Investment Counsellor team to establish and implement resolution plans.
  • Ensure Investment Counsellor teams are kept current on changing policies and procedures.
  • Disseminate best practices with regards to portfolio management and trading systems: MACs, Burton, FMC.
  • Act as a key resource for Investment Counsellors and Associate Portfolio Managers regarding complex files based on a good understanding of portfolio theory, the tax and regulatory environment, and related wealth management considerations.
  • Maintain mandatory governance reporting such as ensuring client reviews are documented at least one a year.
  • Conduct quarterly office audits within the region and prepare subsequent audit report for the Managing Director's review.


What do you need to succeed?

Must-have
  • CFA charterholder or Level III candidate in the CFA Program
  • University degree, preferably in Business or Economics
  • Bilingualism (English and French) required, as you will regularly do business with RBC partners and/or employees across Canada with English and French speaking needs
  • Minimum of 5 years of professional experience in the investment industry
  • Ability to communicate market and portfolio management issues with confidence
  • Strong understanding of the regulatory environment
  • Strong independent leadership and change management skills


Nice-to-have
  • Experience with Canadian Wealth Management operating systems, an asset


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, flexible benefits, and competitive compensation
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to do challenging work


Job Skills

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÉAL

City:

Montréal

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-08-31

Application Deadline:

2026-09-21
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

About Royal Bank of Canada

Royal Bank of Canada Careers

Join the dynamic team at Royal Bank of Canada (RBC), a global leader in financial services and a company committed to excellence and innovation. At RBC, we offer a wide range of job opportunities that empower professionals to shape their career paths with leadership, diversity training, and continuous growth.

Work You’ll Do

At Royal Bank of Canada, we are not just hiring; we are building a culture of innovation and leadership. Our team members are at the forefront of the financial industry, driving transformation and delivering targeted solutions that meet the evolving needs of our clients and communities.

Explore Job Opportunities and Employment at RBC

Whether you are starting your career or looking to take it to the next level, RBC offers positions that challenge your skills and fuel your ambition. From entry-level positions to leadership roles, our job opportunities span across various functions and regions. Join us and be part of a team that values professional growth and diversity.

Internship and Professional Development

Kickstart your career with an internship at Royal Bank of Canada. Our internships provide invaluable hands-on experience, networking opportunities, and insights into the financial services industry. Interns at RBC gain the skills necessary to excel and are often considered for full-time positions within the company.

Benefits and Culture

At RBC, we prioritize the well-being and satisfaction of our employees. Our benefits package is designed to support our team members at every stage of their life and career. RBC’s culture is built on a foundation of respect, integrity, and responsibility, fostering an environment where everyone can thrive.

Career Growth and Innovation

We believe in nurturing the potential of our employees through continuous learning and career development programs. At RBC, you will find endless opportunities to grow professionally through on-the-job experiences, formal training programs, and leadership development initiatives. Our commitment to innovation means we are constantly seeking out new ideas and perspectives, making RBC a perfect place for those who aim to lead and innovate.

Diversity and Inclusion

Diversity is our strength. At Royal Bank of Canada, we are committed to building an inclusive workplace where every employee feels valued and respected. Our diversity training programs are designed to educate and inspire, creating a more inclusive and equitable workplace.

Join Our Team

Search open positions that match your skills and interests. We look for passionate, curious, creative, and solution-driven team players. Start your journey with RBC today and be part of a world-class team known for its commitment to client service, community involvement, and innovation.

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Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities awaiting you at RBC. Explore the possibilities with Royal Bank of Canada, where your future is filled with potential and the path to success is paved with countless opportunities for professional and personal growth. Join us and shape not just your career but the future of the financial industry.
Learn more about Royal Bank of Canada
Size
86,007 employees
Market Cap
$130.3 billion
Industry
5 Year Trend
+8.7%
NASDAQ

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