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Added 11 mins ago
PC
Assistant Store Manager - Full-Time
PVH Corp.
London, ON
- Full-time
Welcome to the classic, American cool world of TOMMY HILFIGER. We are looking for a passionate Assistant Manager who can deliver a top-notch customer experience, oversee key operational…
Added 11 mins ago
S
Assistant Department Manager, Meat
Save-On-Foods
Vancouver, BC · Kerrisdale - Vancouver BC
- Part-time
…place to grow your career. Committed to its core values of service, people, innovation, fun and integrity, Save-On-Foods is known for its World Class Team that goes the extra mile for its…
Added 11 mins ago
Maintenance Shift Lead
Chudleigh's Bakery
Milton, ON
Community Engagement: Opportunities to participate in community service and corporate social responsibility initiatives.
Added 11 mins ago
Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Grand Forks, BC
…love to talk about insurance and provide exceptional client service? If so, you will love working for Westland! We are looking for a career-minded individual who is focused on growing their…
Added 11 mins ago
MG
Federal Non Profit - Property Manager
M Group of Companies
ON · Barrie, Ontario
- Full-time
We are seeking a Federal Non-Profit Property Manager who is passionate about people, community impact, and operational excellence. This role is ideal for someone who thrives in a…
Added 11 mins ago
TG
Senior Manager, AI and Data
TMX Group
Toronto, ON
- $165,000 to $175,000 CAD / year
- Full-time
Define and meet service levels (SLAs/SLOs) for availability, data freshness, latency, and model performance, and report on them to business partners.
Added 11 mins ago
NC
Senior Manager, Tax (Contract)
Northleaf Capital Partners
Toronto, ON
- Contract
Position: Senior Manager, Tax (12-18 month contract)
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McGill University
Mont-Royal, QC · Les Cours Mont Royal
Acts as a resource person to resolve issues that may arise during Caller shifts and communicates issues to the Phonathon Manager.
Added 11 mins ago
SB
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Splitsville Bowl
Waterloo, ON
- Full-time
Join Splitsville as an Events Sales Manager and in return you'll get:
Added 11 mins ago
BV
ASSISTANT MANAGER
Bikini Village
Sherbrooke, QC
- Full-time
With the support of your manager, you will be responsible for making sure the store runs smoothly and that your team provides the best possible customer service. When you’re working as…
Added 11 mins ago
BI
Programming Manager
BOS Innovations Inc.
London, ON
- Full-time
The Programming Manager is responsible for leading the PLC and Robotics Programming teams, ensuring the successful execution of programming activities across custom industrial automation…
Added 11 mins ago
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Sales & Service Lead (Full-Time) - Royalmount
ALO
Montreal, QC
- Full-time
Execute company-level operations-focused directives, projects and initiates, in partnership with the Sales & Service Manager (e.g. from the SCC)
Added 11 mins ago
BV
JUNIOR ASSISTANT MANAGER
Bikini Village
Calgary, AB
- Full-time
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Toronto, ON · Scarborough, ON
- Full-time
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Added 27 mins ago
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Intensive Case Manager
Wesley
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- Full-time
Reporting to the Manager of Halton Emergency Supporting Housing, Intensive Case Manager will assist in providing intake supports and carrying out day-to-day administrative services. Wesley…
Added 27 mins ago
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Added 41 mins ago
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Added 41 mins ago
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- Full-time
…system/process improvements. The individual will work with the Manager, Investment Operations, Data Support to support business partners and external parties on all processes relating to…
Added 41 mins ago
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Job Description: Reporting to the Manager, the incumbent is responsible for the screening and coordination of initial service requests for all programs within Mental Health and Addictions…
Added 41 mins ago
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Reporting to the Associate Manager of Administration, you will be responsible for accurate and timely processing of financial and non-financial transactions for our clients' mutual fund…
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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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