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Added 14 mins ago
IS
Account Manager (America)
Irth Solutions
Remote, Canada
- $70,000 to $75,000 CAD / year
- Full-time
- Remote
We are currently looking for an Account Manager that will work closely with our Customer Success Lead, Customer Success Director, as well as Project, Technical and Sales teams. (S)He is…
Added 14 mins ago
IS
Account Manager (APAC)
Irth Solutions
Remote, Canada
- $70,000 to $75,000 CAD / year
- Full-time
- Remote
We are currently looking for an Account Manager that will work closely with our Customer Success Lead, Customer Success Director, as well as Project, Technical and Sales teams. (S)He is…
Added 14 mins ago
IS
Account Manager (EMEA)
Irth Solutions
Remote, Canada
- $70,000 to $75,000 CAD / year
- Full-time
- Remote
We are currently looking for an Account Manager that will work closely with our Customer Success Lead, Customer Success Director, as well as Project, Technical and Sales teams. (S)He is…
Added 29 mins ago
OR
Senior Specialist, Dealer Support- Bilingual
OSL Retail Services Inc
Mississauga, ON
- Other
…Founded in 2012 in Mississauga, Ontario, OSL delivers customized sales solutions in retail, direct sales, and customer acquisition, all built on a foundation of integrity, respect, and…
Added 29 mins ago
U
Account Executive
UPS
Kitchener, ON
- Full-time
The Account Executive is responsible for driving business development for small to medium-sized accounts while also managing large accounts when necessary for logistical reasons. This role…
Added 29 mins ago
U
Account Executive
UPS
Concord, ON
- Full-time
With clear growth opportunities - from Account Executive into the Senior Account Executive or Enterprise Account Manager - your development never stops.
Added 29 mins ago
U
Account Executive
UPS
Concord, ON
- Full-time
With clear growth opportunities - from Account Executive into the Senior Account Executive or Enterprise Account Manager - your development never stops.
Added 29 mins ago
TW
Associate Franchise Operations Manager (Quebec)
The Wendy's Company
Quebec, QC
- $85,000 to $145,000 CAD / year
- Full-time
This role provides operational expertise and influence within assigned countries and franchise organizations to achieve sales and customer count growth, operational objectives, financial…
Added 29 mins ago
FI
Plant Manager
Formations Inc
Edmonton, AB
- Full-time
Formations Inc. is seeking a hands-on, people-focused Plant Manager to oversee daily manufacturing operations, lead our production team, and drive performance across safety, quality,…
Added 29 mins ago
RB
Associate Portfolio Manager
Royal Bank of Canada
AB · EDMONTON, Alberta
- Full-time
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…
Added 29 mins ago
RB
Client Advisor
Royal Bank of Canada
NS · ST. MARY'S, Nova Scotia
- Part-time
…capabilities, you can build a great career with us as a future Account Manager/Banking…
Added 29 mins ago
Q
Account Executive
Quickly
Kelowna, BC · Greater Kelowna Metropolitan Area
- Full-time
We’re looking for an Account Executive with hands-on sales experience, high energy and a drive to win new business for Quickly. You’re organized, comfortable making cold calls and running…
Added 29 mins ago
JC
Cash & Carry Wholesale Department Manager
JDass Corp
Mississauga, ON
- Full-time
Lead wholesale sales efforts to achieve quarterly revenue targets.
Added 29 mins ago
WC
(CAN) Over-the-Counter Associate
Walmart Canada
Hanover, ON
- Contract
Maximizing department sales and profit with direction from the Pharmacy Manager.
Added 44 mins ago
W
Manager, Sourcing - IF (Category - Food, Temp - 12 months Contract)
Walmart
Mississauga, ON
- Full-time
This role executes sourcing strategies for Private Brand and National Brand items (primarily in food category) to maximize margins and profitable sales across various departments.
Added 44 mins ago
Sales Support Coordinator
Enercare
Toronto, ON
Assist District Sales Managers, Sales Effectiveness Leads, Sales Support Manager and all other lines of business as required while completing administrative tasks in a timely manner with…
Added 44 mins ago
SM
Business Development Manager
Solutions Metrix
Montreal, QC
- Full-time
Solutions Metrix is hiring a Business Development Manager to build and run our account-based growth strategy in financial services. You will research priority banks and credit unions, reach…
Added 44 mins ago
O
Director, Strategic Business Development & Enterprise Sales
Objectway
Toronto, ON
- Full-time
We are seeking a well-connected and entrepreneurial Director, Strategic Business Development & Enterprise Sales to lead our enterprise growth efforts in Canada.
Added 45 mins ago
O
Principal Client Success Manager
OpenText
Waterloo, ON
- Full-time
Principal Client Success Manager (SaaS) - To be considered must be onsite at our Waterloo office
Added 45 mins ago
S
Technical Account Manager – Product Delivery & Client Success
SmartPixel
Montreal, QC
- Full-time
…portfolio of strategic clients. This individual will own the post-sales relationship, coordinate project delivery, manage client expectations, oversee critical issues, and help identify…
Added 45 mins ago
RM
Ontario Sales Lead
Richlu Manufacturing
Winnipeg, MB
- Full-time
1. Achieve sales targets set out by the Sales Operations Manager
Added 59 mins ago
ACCOUNT MANAGER (HYBRID)
Green Shield Canada
Calgary, AB · Vancouver, BC · Toronto, ON · Windsor, ON
assigned block of business, as well as targets for integrated sales within
Added 59 mins ago
CF
Junior National Account Manager - Service Sales
Classic Fire + Life Safety
Toronto, ON
- Full-time
…timely response, and competitive value. As a Junior National Account Manager - Service Sales, your role is pivotal to our team. Your primary responsibility will be to actively pursue fire…
Added 59 mins ago
HÀ
Country Manager – Canada
HR à la carte
Mississauga, ON
- Full-time
The Country Manager - Canada is responsible for the overall leadership, strategic direction, financial performance, and operational management of Beltservice's Canadian business. This role…
Added 59 mins ago
A
Intern, Product Management - Manufacturing
Autodesk
Toronto, ON · AMER - Canada - Ontario - Toronto - University Ave
- Full-time
…intern on this team, you will be paired with a Principal Product Manager mentor and given real ownership over a piece of that problem: talking to customers, digging into product analytics,…

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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