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Added 9 mins ago
D
Wealth Operations Analyst – Securities Transfers
Dexian
Toronto, ON
- $27 to $28 CAD / hour
- Contract
Job Title: Wealth Operations Analyst – Securities Transfers
Added 9 mins ago
GT
Financial Analyst - Modeling, Reporting, P&L
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- $45 to $50 CAD / hour
- Contract
Seeking an Intermediate Financial Analyst to support Finance Operations reporting and analysis activities. The successful candidate will be responsible for financial modeling, management…
Added 9 mins ago
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Associate, Credit Alternatives, Global Asset Management
BMO
Toronto, ON · FCP
- Full-time
Analyst (Associate), Credit Alternatives, Global Asset Management
Added 9 mins ago
Junior Data Analyst
Government of Saskatchewan
Regina, SK
Added 9 mins ago
Senior Program Analyst
Government of Saskatchewan
Regina, SK
Added 9 mins ago
T
TDS Operations Analyst II
TD
Toronto, ON
- Full-time
Added 9 mins ago
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Bilingual Data Analyst - EN/FR
Rethink
Toronto, ON · Greater Toronto Area, Canada
- Full-time
The Data Analyst is responsible for tracking, analyzing, and translating our client's social data into actionable performance narratives and optimizations. They will establish measurement…
Added 9 mins ago
CI
Compliance Analyst
Cole International
Regina, SK
- Full-time
The Compliance Analyst will provide administrative and technical support to the Canadian brokerage operations team while developing a strong understanding of customs compliance and…
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Product Marketing Manager
MapsPeople
Richmond Hill, ON
- Full-time
Experience with analyst relations or public relations.
Added 24 mins ago
Clarity Operations Manager
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
…management tools, primarily Clarity PPM. Managing a business analyst, support analyst, and two developers, the role ensures reliable system access, drives continuous improvement, supports…
Added 24 mins ago
HI
Analyst, Employee Benefits
HUB International
Burnaby, BC
- Full-time
The Analyst works closely with the team to provide financial analysis of carrier and client statements, assist in the day-to-day data administration as well as supporting and providing…
Added 24 mins ago
Product Analyst
Barracuda Networks Inc.
Ottawa, ON
Added 39 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 39 mins ago
CI
Senior Compliance Analyst
Cole International
Regina, SK
- Full-time
The Senior Analyst, Compliance will provide specialized compliance and technical support for our Canadian brokerage operations team and other departments, (Business Development, Account…
Added 39 mins ago
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IT Technology Acquisition Specialist
Akkodis
Calgary, AB
- Contract
We are seeking an IT professional, such as a senior IT business analyst or IT sourcing consultant, with extensive experience gathering and assembling requirements across multiple IT service…
Added 39 mins ago
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Biotech Analyst - Level 2 - Bioseparations
SGS
Mississauga, ON
- Full-time
Record findings in standardized format, keeping all records and analyst notebook in good order.
Added 39 mins ago
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Data and AI Analyst - Governance, Integration
Air Canada
Dorval, QC
- Full-time
The Data & AI Analyst (Governance, Integration) is responsible for the technical enablement, integration, and operational support of Air Canada's enterprise data governance platform.…
Added 39 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 39 mins ago
RB
Associate Portfolio Manager
Royal Bank of Canada
AB · EDMONTON, Alberta
- Full-time
CFA Designation ( Chartered Financial Analyst )
Added 39 mins ago
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Financial analyst
ROBIC
Montreal, QC
- Full-time
Added 39 mins ago
GA
Inventory Control Analyst (18 Month Contract)
Give and Go Prepared Foods
Woodbridge, ON
- $48,000 to $61,000 CAD / year
- Contract
Added 39 mins ago
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Logistics and Compliance Analyst
Longo's
Vaughan, ON
- Full-time
…supply chain challenges? Join us as a Logistics & Compliance Analyst and help transform data into actionable insights that improve forecasting, inventory performance, supplier service…
Added 39 mins ago
GA
Inventory Control Analyst
Give and Go Prepared Foods
Woodbridge, ON
- $48,000 to $61,000 CAD / year
- Full-time
Added 54 mins ago
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Mergers and Acquisitions Analyst - Relocate to Saudi Arabia, Permanent Expat Relocation Package
aramco
Toronto, ON
- Full-time
We are seeking for a Mergers and Acquisitions Analyst (M&A) to join the M&A Advisory Department, which is part of the Finance organization. The M&A Advisory Department provides finance…
Added 54 mins ago
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Business Development Specialist (Relocation to Saudi Arabia is required.)
aramco
Toronto, ON
- Full-time
Certified Project Management Professional (PMP), Certified Management Accountant (CMA) or Certified Financial Analyst (CFA) are preferred.

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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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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