The Ascendant Wealth Partners team is a Toronto-based boutique investment management firm within RBC Dominion Securities committed to a holistic approach integrating financial, tax, and legal considerations
Job Summary
The Ascendant Wealth Partners team is a Toronto-based boutique investment management firm within RBC Dominion Securities committed to a holistic approach integrating financial, tax, and legal considerations.
The Associate Portfolio Manager will contribute to tactical asset allocation, portfolio optimization, and present recommendations to senior partners while supporting client communications.
RBC offers a comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, and opportunities for professional development and greater accountabilities.
Matching Summary
The Ascendant Wealth Partners team is a Toronto-based boutique investment management firm within RBC Dominion Securities committed to a holistic approach integrating financial, tax, and legal considerations.
Salary
Base: $55,000.00 - $90,000.00; Bonus/Equity: Variable incentive up to 1.5x salary; Benefits: Comprehensive Total Rewards Program including flexible benefits and commissions
Skills & Requirements
Must-have
Tactical asset allocation analysis
Portfolio construction and optimization
Client communication and service
Collaborative team environment
Proficient in Excel and portfolio analytic systems
Nice-to-have
Experience with capital market assumptions
Scenario analysis and portfolio optimization tools
Progressive thinking and collaborative culture
Ability to build close client relationships
Key Requirements
University Degree in Economics and/or Business
Chartered Financial Analyst designation or CFA Level 1
3-5 years experience in asset allocation or investment strategy
Exceptional written and verbal communication in English