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Added 7 mins ago
PT
Senior Business Analyst (SBA) – Commercial Lending / Loan IQ / ACBS
Precision Technologies
Mississauga, ON
- Contract
We are seeking a Senior Business Analyst (SBA) / Commercial Lending Subject Matter Expert (SME) with strong functional knowledge of commercial and corporate lending systems. We prefer…
Added 7 mins ago
RB
Business Analyst, RBC Amplify 2027, Vancouver
Royal Bank of Canada
Vancouver, BC
- Full-time
As a Business Analyst you will collaborate, innovate, ideate and build in a flexible, start-up environment.
Added 7 mins ago
RB
Business Analyst, RBC Amplify 2027, Toronto
Royal Bank of Canada
Toronto, ON
- Full-time
As a Business Analyst you will collaborate, innovate, ideate and build in a flexible, start-up environment.
Added 7 mins ago
RB
Business Analyst, RBC Amplify 2027, Calgary
Royal Bank of Canada
Calgary, AB
- Full-time
As a Business Analyst you will collaborate, innovate, ideate and build in a flexible, start-up environment.
Added 7 mins ago
RB
analyste d’entreprise, RBC amplifie 2027, Montréal / Business Analyst, RBC Amplify 2027, Montreal
Royal Bank of Canada
Montreal, QC
- Full-time
As a Business Analyst you will collaborate, innovate, ideate and build in a flexible, start-up environment.
Added 7 mins ago
Gainsight Administrator
Braze
Toronto, ON
The Business Systems team builds and operates the internal platforms that power Braze's Customer Experience (CX) organization, with Gainsight as the system of record for 200+ users.…
Added 22 mins ago
TS
TDS Operations Analyst II
TD Securities
Toronto, ON
- Full-time
…and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary…
Added 22 mins ago
T®
Operations Analyst
TekWissen ®
Montreal, QC
- $35 to $35.3 CAD / hour
- Contract
Serve as main contact point for the network and help resolve all issues related to the USD/CAD clearing business.
Added 22 mins ago
GT
Governance and Compliance Analyst - HR
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- $45 to $55 CAD / hour
- Contract
Reporting to the Director, PCT Governance & Controls, the Consultant, PCT Governance & Controls will support the business on effective management of financial reporting, operational,…
Added 22 mins ago
R
Financial Analyst - Intermediate
Raise
Toronto, ON
- Contract
We at Raise are hiring a Financial Analyst - Intermediate for one of our top clients. After establishing themselves as an industry leader, they’re now expanding their team to meet rising…
Added 22 mins ago
PS
Accounting Analyst
Professional Staffing
Toronto, ON
- $25 to $30 CAD / hour
- Contract
Reporting to the Accounting Manager, the Accounting Analyst will support accounts payable operations, general accounting activities, and month-end close processes. This role focuses on…
Added 22 mins ago
AE
Help Desk Analyst
Agnico Eagle Mines Limited
Timmins, ON
- Full-time
…they express who we are, and they have helped us succeed in business for over 60 years. We value you – your unique set of skills and experience. We value your willingness to build those…
Added 22 mins ago
CE
Financial Data Analyst | Nuclear
CPUS Engineering Staffing Solutions Inc.
Oshawa, ON
- Contract
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 22 mins ago
B
Gainsight Administrator
Braze
Toronto, ON
- Full-time
The Business Systems team builds and operates the internal platforms that power Braze's Customer Experience (CX) organization, with Gainsight as the system of record for 200+ users.…
Added 22 mins ago
TI
Financial Analyst
TuxMat Inc.
Richmond Hill, ON
- Full-time
TuxMat is hiring a Financial Analyst to join our Finance team. Reporting to the Director of Finance, this role covers forecasting, management reporting, business performance analysis and…
Added 22 mins ago
R|
Accounts Receivable Analyst
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
We are looking for an Accounts Receivable Analyst to join our Finance team and support the organization’s end-to-end receivables operations.
Added 22 mins ago
OP
Crime Intelligence Analyst
Ottawa Police Service
Ottawa, ON
- Full-time
Under the direction of the Supervisor Operational Intelligence Analysis, the Crime Intelligence Analyst is responsible to support the assigned unit by identifying existing or evolving crime…
Added 37 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 37 mins ago
B
Associate, Credit Alternatives, Global Asset Management
BMO
Toronto, ON · FCP
- Full-time
Analyst (Associate), Credit Alternatives, Global Asset Management
Added 37 mins ago
T
TDS Operations Analyst II
TD
Toronto, ON
- Full-time
…and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary…
Added 37 mins ago
R
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 37 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…
Added 37 mins ago
M
Product Marketing Manager
MapsPeople
Richmond Hill, ON
- Full-time
Experience with analyst relations or public relations.
Added 52 mins ago
Clarity Operations Manager
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
…portfolio management tools, primarily Clarity PPM. Managing a business analyst, support analyst, and two developers, the role ensures reliable system access, drives continuous improvement,…
Added 52 mins ago
HI
Analyst, Employee Benefits
HUB International
Burnaby, BC
- Full-time
…impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud…

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.

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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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