Trust Investment Manager

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 constructing investment strategies and delivering ongoing investment management, oversight, and risk monitoring for trust, power of attorney/mandate, and estate accounts. The role consists of both ongoing portfolio management and trust fiduciary oversight for internally and externally managed accounts. The manager is also a key resource to all RT employees and RBC partners, providing 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 clients, 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 a 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 toward 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 challenge, progressive thinking, collaborative teamwork, and delivering trusted advice that helps clients and communities prosper. We care about each other’s potential, impact, and success.

• A comprehensive total‑rewards program including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable.
• Leadership that supports your development through coaching and opportunities.
• Ability to make a lasting, positive impact.
• Work in a dynamic, collaborative, progressive, and high‑performing team.
• Flexible work/life balance options.
• Opportunities to take on challenging work.
• Opportunities for progressive accountability.
• Access to a variety of jobs across business and geographies.

• 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 - $

Pay ranges may differ by location.

RBC supports pay transparency and strives to ensure all pay ranges are competitive, fair, and equitable.

You have the potential to earn RBC's discretionary variable compensation program, which can increase total compensation if business meets its performance targets and you meet your individual goals.

At RBC, we believe an inclusive workplace with diverse perspectives is core to our growth. We foster a workplace based on respect, belonging, and opportunity for all.

Stay in-the‑know about great career opportunities n up for customized info on our latest jobs, career tips, and recruitment events that matter to you.