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Added 4 mins ago
Senior Analyst, Policy and Operations
CMHC - SCHL
Ottawa, ON · Toronto, ON · Montreal, QC
Join the Data & Analytics team, in the Senior Analyst, Policy and Operations position. In this role, you will help advance data strategy and governance initiatives that enable the…
Added 4 mins ago
RB
Business Analyst, RBC Amplify 2027, Halifax
Royal Bank of Canada
Halifax, NS
- Full-time
As a Business Analyst you will collaborate, innovate, ideate and build in a flexible, start-up environment.
Added 4 mins ago
RB
Associate Portfolio Manager
Royal Bank of Canada
AB · EDMONTON, Alberta
- Full-time
…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…
Added 5 mins ago
R
Financial analyst
ROBIC
Montreal, QC
- Full-time
To access a wide range of employee benefits, including: group insurance, RRSP plan with employer contribution, sick days, years of service recognition program, peer recognition programs,…
Added 20 mins ago
R
Business Analyst, RBC Amplify 2027, Toronto
RBC
Toronto, ON
- Full-time
As a Business Analyst you will collaborate, innovate, ideate and build in a flexible, start-up environment.
Added 20 mins ago
R
analyste d’entreprise, RBC amplifie 2027, Montréal / Business Analyst, RBC Amplify 2027, Montreal
RBC
Montreal, QC
- Full-time
As a Business Analyst you will collaborate, innovate, ideate and build in a flexible, start-up environment.
Added 20 mins ago
UT
Risk Analyst - # 26-27113
US Tech Solutions
Toronto, ON
- $62 to $66 CAD / hour
- Contract
Seeking an experienced Risk Analyst to support supplier risk and security initiatives within the client's Procurement organization.
Added 20 mins ago
R
analyste d’entreprise, RBC amplifie 2027, Montréal / Business Analyst, RBC Amplify 2027, Montreal- EN
RBC
Montreal, QC
- Full-time
As a Business Analyst you will collaborate, innovate, ideate and build in a flexible, start-up environment.
Added 35 mins ago
R
Business Analyst, RBC Amplify 2027, Halifax
RBC
Halifax, NS · Bedford, QC
- Full-time
As a Business Analyst you will collaborate, innovate, ideate and build in a flexible, start-up environment.
Added 35 mins ago
R
Business Analyst, RBC Amplify 2027, Toronto
RBC
Toronto, ON
- Full-time
As a Business Analyst you will collaborate, innovate, ideate and build in a flexible, start-up environment.
Added 35 mins ago
R
analyste d’entreprise, RBC amplifie 2027, Montréal / Business Analyst, RBC Amplify 2027, Montreal
RBC
Montreal, QC
- Full-time
As a Business Analyst you will collaborate, innovate, ideate and build in a flexible, start-up environment.
Added 35 mins ago
T
Senior Business Analyst - TD Asset Management
TD
Toronto, ON
- Full-time
Added 35 mins ago
T
Senior Actuarial Analyst
TD
Toronto, ON
- Full-time
The Senior Actuarial Analyst - Underwriting Analytics will significantly contribute to the organization's profitability and growth by being involved in the following key activities:
Added 35 mins ago
T
Finance Operations Analyst I
TD
Dieppe, NB
- Full-time
Added 35 mins ago
SL
Manager, Business Automation
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
…SLGI business functions. It sets direction for the Automation Analyst, translates business needs into build-ready requirements, contributes senior technical expertise, and ensures solutions…
Added 35 mins ago
SL
Penetration Testing Analyst
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
…and achievement. We are seeking a skilled Penetration Testing Analyst to perform hands-on security testing of applications, infrastructure, and…
Added 35 mins ago
C
Sr Analyst, Automation & Analytics
CIBC
Toronto, ON
- Full-time
…operations and better serve our partners and clients. The Sr Analyst, Automation & Analytics is responsible for developing solutions leveraging self-serve tools such as Power Apps, Power…
Added 49 mins ago
M
Analyst - Commercial Mortgage Credit
Manulife
Halifax, NS · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
Manulife Investment Management is seeking an Analyst to join our Commercial Mortgage Credit team. This role supports credit underwriting, risk assessment, and ongoing oversight across a…
Added 50 mins ago
SO
Financial Data Analyst
Spirit Omega Inc.
Remote, Canada
- Contract
- Remote
We are seeking a Finance Data Analyst to support data-driven decision-making across the finance function. In this role, you will analyze financial and operational data, develop reports and…
Added 50 mins ago
C
Senior Business Analyst - Fixed Income
CanDeal
Toronto, ON
- Full-time
…securities and derivatives. CanDeal’s Markets Division provides access to a deep pool of liquidity for Canadian government, agency, provincial and corporate bonds, as well as money market…
Added 50 mins ago
E
SAP IBP Application Support Analyst
Experis
Calgary, AB
- Contract
We are seeking a motivated SAP IBP Application Support Analyst to provide production support, incident resolution, and continuous improvement for SAP Integrated Business Planning (IBP) and…
Added 1 hour ago
A
QA Analyst
Alithya
QC · QC, Canada
- Full-time
Support for your well-being: Our benefits are designed with optimal health and wellness in mind. You’ll have access to 24/7 virtual healthcare, as well as an extensive wellness portal that…
Added 1 hour ago
IB
Psychotherapist and Behaviour Consultant
Insight Behaviour Support Services
Oshawa, ON
- Full-time
…combines Registered Psychotherapist and Registered Behaviour Analyst expertise to expand psychotherapy and specialized mental health and behavioural consultation across the organizations we…
Added 1 hour ago
GD
Senior Human Factors Engineering Analyst
General Dynamics Mission Systems–Canada
Ottawa, ON
- $110,000 to $138,000 CAD / year
- Full-time
We have a new opportunity for a Senior Human Factors Engineering Analyst to join our Ottawa team. Working with HFE and UX practitioners, engineers, customers, and end users, you will serve…
Added 1 hour ago
IF
Accounting Analyst
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
…of tools that support financial production? As an Accounting Analyst, you will join a dynamic, multidisciplinary team whose mission is to reduce the workload of controllers during the…

RBC

Associate Portfolio Manager

AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 8, 2026
Posting language: English
Posted: Oct 26, 2026

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:

2026-11-08

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.

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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

The Associate Portfolio Manager will assist in constructing customized investment strategies for high-net-worth clients and managing portfolios to ensure performance and service results. They will also proactively identify and resolve client inquiries while maintaining strong internal and external communication.

Requirements

Candidates must hold a university degree in a related field and possess a CFA designation. A minimum of 3 years of portfolio management experience and 5 years of investment industry experience are required.

Skills

Client counseling
Investment management
Portfolio management
Investment consulting
Private banking
Critical thinking
Decision making
Investment banking
Product services
Financial planning
Risk management
Compliance
Relationship management
Presentation skills

Benefits

Challenging work
Variety of assignments
Financial strength
Strong brand
Prestige
Management support

Visa sponsorship

Not detected in the job text

Keywords

Portfolio management
Investment counselling
High-net-worth clients
CFA
CFP
Investment policy statements
Risk management
Wealth management
Client relations
Compliance
Financial planning
Asset allocation
Investment strategy
Business development
Account documentation
Trade execution
Market analysis
Client meetings
Investment industry
Boutique firm

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