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Added 11 mins ago
Events and Programs Coordinator
Chartered Professional Accountants of BC
Vancouver, BC
$42,250 to $50,150 CAD / year
Full-time
Reports To: Manager, Member and Community Programs
Added 11 mins ago
Manager, Quality Management System and Supplier Quality (Remote)
CellCarta
Remote, Canada
Full-time · Remote
Acts as key team member for software development projects, providing support throughout the software development lifecycle (SDLC), including planning, requirements, risk management, design,…
Added 11 mins ago
Administrative Assistant
RBC
Cranbrook, BC
Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering…
Added 11 mins ago
Commercial Banking Advisor – Indigenous Markets
RBC
Ottawa, ON
Full-time
…commercial banking. This is your opportunity to become a critical member of a results-oriented team, a key partner to Commercial Account Managers and their clients. This role will be…
Added 11 mins ago
Commercial Banking Advisor
RBC
Ottawa, ON
Full-time
…commercial banking. This is your opportunity to become a critical member of a results-oriented team, a key partner to Commercial Account Managers and their clients. This role will be…
Added 11 mins ago
Ag Equipment Administration Clerk
Co-op
Brandon, MB
Full-time
Additional Offerings: Team Member Purchase Rebate Program, Team Member Volunteer Incentive Program, Home Centre Preferred Pricing, EFAP (Employee and Family Assistance Program), Team Member…
Added 11 mins ago
Produce Clerk-Riverside Food Store
Co-op
St. Albert, AB
Part-time
Be a part of an organization that is fully member-owned, sustainable and believes in initiatives that directly benefit our local communities. North Central Co-op provides goods and services…
Added 11 mins ago
Underground Heavy Equipment Technician
B2GOLD
NU
…opening you may be suited for. If selected to move forward a member of our team will be in…
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Customer Experience Associate - Prince George Branch, BC (18.75Hours/Week)
Scotiabank
Prince George, BC
Our Customer Experience Associates are people-centric and connect with customers in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide…
Added 11 mins ago
Customer Experience Associate - Pembroke, ON, 12 months contract (22.5 hours per week)
Scotiabank
Pembroke, ON
Our Customer Experience Associates are people-centric and connect with customers in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide…
Added 11 mins ago
Customer Experience Associate - Lakeview Branch, AB (18.75 hours/week) Contract, March 2027
Scotiabank
Calgary, AB
Our Customer Experience Associates are people-centric and connect with customers in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide…
Added 11 mins ago
Customer Experience Associate - Willowbrook Park, Langley BC (15hrs/week)
Scotiabank
Langley (District), BC · Langley, BC
Our Customer Experience Associates are people-centric and connect with customers in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide…
Added 11 mins ago
Grocery Clerk
Save-On-Foods
Tisdale, SK
Part-time
With over 185 stores and nearly 22,000 team members, Save-On-Foods is Western Canada’s largest grocery retail company and a great place to grow your career. Committed to its core values of…
Added 11 mins ago
Bakery Clerk - Tisdale
Save-On-Foods
Tisdale, SK
Part-time
With over 185 stores and nearly 22,000 team members, Save-On-Foods is Western Canada’s largest grocery retail company and a great place to grow your career. Committed to its core values of…
Added 11 mins ago
Overnight Personal Shopper
Save-On-Foods
Edmonton, AB · Calgary Trail - Edmonton AB
Part-time
With over 185 stores and nearly 22,000 team members, Save-On-Foods is Western Canada’s largest grocery retail company and a great place to grow your career. Committed to its core values of…
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Deli Clerk
Save-On-Foods
Edmonton, AB · Calgary Trail - Edmonton AB
Part-time
With over 185 stores and nearly 22,000 team members, Save-On-Foods is Western Canada’s largest grocery retail company and a great place to grow your career. Committed to its core values of…
Added 26 mins ago
Spare Parts Coordinator
Husky Technologies
Bolton, ON
Full-time
The North America OEM Spare Parts Customer Service team, also known as the NA OD Desk team, serves as the main contact for Husky's original equipment manufacturer spare parts. The NA OD…
Added 26 mins ago
RPN - Hospital Partnership Program (Toronto Central)
VHA Home HealthCare
Toronto, ON
Part-time
VHA Home HealthCare (VHA) is one of the largest not-for-profit home care providers in Ontario. Our team is made up of close to 3,000 caring and committed professionals who love what they…
Added 26 mins ago
RN/RPN - Child & Family Program (Toronto Central)
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Toronto, ON · Greater Toronto Area, Canada
Full-time
VHA Home HealthCare (VHA) is one of the largest not-for-profit home care providers in Ontario. Our team is made up of close to 3,000 caring and committed professionals who love what they…
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Registered Nurse
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Barrie, ON
Full-time
The Registered Nurse in Acute Pain Service (APS) is an integral member of the team, working under the direct supervision of Anesthesia and guidance of the APS Clinical Nurse Specialist. The…
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RN - Child & Family Program (Central East)
VHA Home HealthCare
Toronto, ON · Scarborough, ON
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VHA Home HealthCare (VHA) is one of the largest not-for-profit home care providers in Ontario. Our team is made up of close to 3,000 caring and committed professionals who love what they…
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Project Engineer / Project Manager
Associated Engineering
Yellowknife, NT
Full-time
…and dedicated Project Engineer/Project Manager to join our team in our Yellowknife office. This role is a great opportunity for a motivated engineering professional who wants to deliver…
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RPN - Hospital Partnership Program (North York)
VHA Home HealthCare
Toronto, ON
Part-time
VHA Home HealthCare (VHA) is one of the largest not-for-profit home care providers in Ontario. Our team is made up of close to 3,000 caring and committed professionals who love what they…
Added 26 mins ago
RPN - Hospital Partnership Program (Toronto Central)
VHA Home HealthCare
Toronto, ON
Part-time
VHA Home HealthCare (VHA) is one of the largest not-for-profit home care providers in Ontario. Our team is made up of close to 3,000 caring and committed professionals who love what they…
Added 26 mins ago
RN - Child & Family Program (Central East)
VHA Home HealthCare
Toronto, ON · North York, ON
Part-time
VHA Home HealthCare (VHA) is one of the largest not-for-profit home care providers in Ontario. Our team is made up of close to 3,000 caring and committed professionals who love what they…

RBC

Associate Portfolio Manager

AB, Canada

Job type: Full-time
Apply by: Oct 9, 2026
Posting language: English
Posted: Sep 24, 2026

Apply About employer

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Original job description

Job Description

What is the opportunity?

RBC PH&N Investment Counsel (“RBC PH&N IC”) is one of Canada’s leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary investment management and privileged access to the expertise of our RBC Wealth Management Services team which includes highly accredited lawyers, accountants, and financial planning specialists.

As an Associate Portfolio Manager, you are a key member of a professional team charged with building and managing a high performance investment counselling franchise, the Associate works with experienced Investment Counsellors to construct customized investment strategies for high net worth individuals, trust, and charitable foundations.

What will you do?

Proactively identify, investigate and resolve client inquiries and provide the Investment Counsellors with recommendations for resolution for complex situations
Attend client meetings as required, including prospect and annual review meetings
Proactively maintain timely written, verbal and electronic communication with other support groups internally and with external contacts
Assist in implementing action plans and proactively manage client portfolios to ensure best performance and service results for every client portfolio
Assist in monitoring and rebalancing portfolios to ensure they are managed consistently with current Investment Policy Statements and portfolio risk management strategies and policies
Contribute to meeting team objectives by retaining and growing the team’s high net worth customers
As an APM, you would assist in developing a profile for each client which would include next steps to increase and solidify the relationship
You will input trades where required, address compliance requirements and assist with ensuring all account documentation is completed

What do you need to succeed?

Must-have

University Degree in a related field ( Economics and/or Business )
CFA Designation ( Chartered Financial Analyst )
Minimum 3 years portfolio management experience
Minimum 5 years investment industry experience
Strong individual contributor and great team player/support

Nice-to-have

CFP Designation ( Certified Financial Planner )
Marketing / Sales Background
Demonstrated presentation skills
Fluency in English and French

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.

Challenging work
Variety of assignments
Financial strength and a strong brand
Prestige
Management that supports your work and progression

Job Skills

Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services

Additional Job Details

Address:

10111 104 AVE NW:EDMONTON

City:

Edmonton

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-24

Application Deadline:

2026-10-09

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

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Apply About employer

More about this job

Responsibilities

Support Investment Counsellors in developing customized investment strategies and managing portfolios for high-net-worth individuals, trusts, and charitable foundations. Address client inquiries, attend meetings, monitor and rebalance portfolios, implement trades and compliance requirements, and help retain and grow client relationships.

Requirements

Requires a related university degree, a CFA designation, at least three years of portfolio management experience, and at least five years of investment industry experience. Strong individual contribution and teamwork are required; a CFP designation, sales or marketing background, presentation skills, and English-French fluency are preferred.

Skills

Portfolio Management
Investment Management
Investment Consulting
Client Counseling
Portfolio Rebalancing
Investment Policy Statements
Risk Management
Trade Execution
Compliance
Client Communication
Critical Thinking
Decision Making
Presentation Skills
Teamwork
Sales And Marketing

Benefits

Challenging Work
Variety Of Assignments
Financial Strength And A Strong Brand
Prestige
Management Support For Work And Career Progression

Visa sponsorship

Not detected in the job text

Keywords

Portfolio Management
Investment Management
Investment Consulting
High-Net-Worth Clients
Discretionary Investment Management
Customized Investment Strategies
Client Inquiries
Client Meetings
Portfolio Monitoring
Portfolio Rebalancing
Investment Policy Statements
Portfolio Risk Management
Trade Execution
Compliance
Account Documentation
Client Retention
Business Development
CFA
CFP
Economics
Business
Financial Planning
Trusts
Charitable Foundations
Presentation Skills
Sales
Marketing
English
French

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