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Added 12 mins ago
TH
Clinic Clerical Assistant (Temporary Full Time) -Q CIAC Hip/Knee
Trillium Health Partners
ON · ON, Canada
- Full-time
…third-party assessment, rehabilitation and disability management services e.g., WSIB, insurer, employer. Insight health solutions has grown significantly over 25 years to be a leading…
Added 12 mins ago
T
Personal Banking Associate Trainee
TD
Brampton, ON
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 26 mins ago
C
Client Engagement Associate [Hourly]
CIBC
Mississauga, ON · Miss-Dixie Road&Burnhamthorpe
- Part-time
…fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their everyday banking needs. As a Client Engagement Associate, you'll be the…
Added 26 mins ago
C
Associate Investment Advisor
CIBC
Barrie, ON
- Full-time
As a member of CIBC Wood Gundy, you will be responsible for building and growing Wood Gundy client portfolios through dedicated relationship management, trusted investment advice and…
Added 26 mins ago
C
Client Engagement Associate [Hourly]
CIBC
Mississauga, ON
- Part-time
…fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their everyday banking needs. As a Client Engagement Associate, you'll be the…
Added 41 mins ago
RH
Senior Client Service Associate
Robert Half
Mississauga, ON
- Full-time
Robert Half is looking to hire a Senior Client Service Associate to join our Management Resources team to develop, grow, and nurture client relationships. This is a full time position.
Added 56 mins ago
S
Solution Engineer (Pre-Sales) - All Levels (Canada)
Salesforce
Toronto, ON
- Full-time
Verticals include: Financial Services, Healthcare & Life Sciences, Manufacturing, Retail & Consumer Goods, Communications Media & Technology, Consumer Business Services, Public Sector,…
Added 1 hour ago
VC
Associate Veterinarian
VetCare Canada
Englehart, ON
- $150,000 to $180,000 CAD / year
- Full-time
Englehart is a walkable small town where you'll know every client by name, minutes from Kap-Kig-Iwan Provincial Park and scenic waterfalls.
Added 1 hour ago
UO
Co-op Coordinator
University of Victoria
Victoria, BC
- Full-time
Reporting to the Associate Director, and working closely with all programs in relevant faculties and departments, the Co-op Coordinator will support the strategic direction and promote the…
Added 3 hours ago
BH
Technician Mechanic II
Baker Hughes
Fort McMurray, AB
- Full-time
As a Field Engineer, you will be the key interface between our on-site teams and the client. You will work technically and professionally, may have the opportunity to lead crews to ensure…
Added 3 hours ago
NB
Manager, Financing Solutions
National Bank of Canada
Montreal, QC
- Full-time
…trusted advisor to these clients. This position reports to the Associate Vice President of Pharmacies and Healthcare…
Added 4 hours ago
SP
Bilingual Customer Success Manager (French/English)
Salesforce Partner Canada
Montreal, QC
- Full-time
Financial Services (FINS) – Works with banking, insurance, wealth management, and other financial services organizations to support digital transformation, regulatory compliance, and…
Added 5 hours ago
MI
Associate, Nexus, Client Delivery
MUFG Investor Services
Toronto, ON
- $60,000 to $88,000 CAD / year
- Full-time
MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1…
Added 6 hours ago
TE
Senior Associate, Leadership Development & Coaching
Talent Edge
Remote, Canada
- $95,000 CAD / year
- Full-time
- Remote
…contribute to delivering high-quality leadership development services across a diverse client…
Added 8 hours ago
C
Associate Insurance Advisor
Co-operators
Yellowknife, NT
- Full-time
The Associate Insurance Advisor II is a key player in the support and development of the agency operation primarily through sales and service. This role utilizes a broad knowledge of The…
Added 8 hours ago
M
Actuarial Specialist (Associate) – Retirement & Health Benefits
Mercer
Montreal, QC
- Other
We are seeking an Actuarial Specialist (Associate) – Retirement & Health Benefits to join our Global Actuarial Services Delivery (GSD Canada) team at Marsh, People and Investments.
Added 10 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel jour
Shoppers Drug Mart
Montreal, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 10 hours ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel Quarts de travail flexibles Embauche feu vert
Shoppers Drug Mart
Montreal, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 10 hours ago
VP
Business Center Support Team Associate - Toronto
Vialto Partners
Toronto, ON
- Full-time
Liaise with external vendors, including FedEx, UPS, Canada Post, local courier services, Xerox, and Staples.
Added 10 hours ago
C&
MAC Manager
Cushman & Wakefield
Markham, ON
- Full-time
The MAC Manager is responsible for leading moves, adds, and changes services across assigned sites, ensuring workplace moves,
Added 10 hours ago
CC
Commercial Services Associate
Cambrian Credit Union
Winnipeg, MB
- Full-time
Cambrian Credit Union is seeking a Commercial Services Associate to join our Business Services team.
Added 12 hours ago
T
Customer Experience Associate
TD
Prince George, BC
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 12 hours ago
C
Private Banking Associate
CIBC
London, ON
- Full-time
Client Service – Greet customers arriving for meetings and arrange contact with appropriate individual. Effectively deal with front-line duties and any client issues, concerns or problems…
Added 13 hours ago
EG
Event Producer - Hybrid (Project-Based)
Encore Global
Brampton, ON
- Full-time
…program, oversee show staff, forge positive relationships with client and verify final billing. The Event Producer is responsible for creating a Scope of Work relevant to the event in…
Added 13 hours ago
EG
Stage Manager - Hybrid
Encore Global
Brampton, ON
- Part-time
…from inception to invoicing. The Stage Manager acts as the Client’s primary point of contact as it relates to the run of the show when a Producer is not involved. The Stage Manager reports…

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.

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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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