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Added 10 mins ago
VC
Food Service Worker - Casual/On-Call
Vancouver Coastal Health
North Vancouver, BC
- $25.82 CAD / hour
- Other
Within the context of a client and family centered model of care and, in accordance with Vancouver Coastal Health’s (VCH) values, “ We Care for Everyone, We are Always Learning, and We…
Added 10 mins ago
T
Senior Customer Marketing Manager
Trulioo
Remote, Canada
- Full-time
- Remote
Reporting to the Head of Marketing, the Senior Customer Marketing Manager owns expansion and adoption marketing for our existing mid-market and enterprise customer base. You partner closely…
Added 10 mins ago
T
Senior Demand Generation Manager
Trulioo
Remote, Canada
- Full-time
- Remote
Wellness: We care about your well-being. Team members have access to wellness workshops and events, as well as a complimentary Headspace subscription to help you stay focused, grounded, and…
Added 24 mins ago
AC
Senior Manager Global Internal Audit and Internal Controls
Alimentation Couche-Tard
Laval, QC
- Internship
At Couche-Tard/Circle K, our mission is simple: to make our customer’s lives a little easier everyday. You may have already stopped for coffee, refueling your car, or eating something on…
Added 24 mins ago
TP
Technology Delivery Manager
Toronto Pearson International Airport
Toronto, ON
- Full-time
…global hub airport, a global leader in airport performance, customer care and sustainability. Together with our partners, approximately 2,100 GTAA employees are working to create a…
Added 24 mins ago
TC
Culinary Management | Kitchen Manager | Assistant Kitchen Manager
The Canadian Brewhouse
Winnipeg, MB
- Full-time
…"bench" of future leaders ready to step into Assistant Kitchen Manager and Kitchen Manager roles as new opportunities…
Added 24 mins ago
FH
Substance Use Clinician, Indigenous Health - Bachelors
Fraser Health Authority
Surrey, BC
- $44.85 to $56.02 CAD / hour
- Other
Provides culturally appropriate client and family-centered care through a trauma-informed approach and evidence-informed practice to Indigenous and non-Indigenous individuals and families…
Added 24 mins ago
LC
Merchandiser, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Corner Brook, NL
- Full-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 24 mins ago
LC
Regional Pharmacy Director
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Merchandiser, Hourly Part Time Day
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Vaughan, ON
- Part-time
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Added 24 mins ago
LC
Merchandiser, Hourly Part Time Flexible Shifts
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Cobourg, ON
- Part-time
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Added 24 mins ago
LC
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Orillia, ON
- Full-time
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Added 24 mins ago
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Grocery - Clerk All Purpose Grid B SW
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Langley (District), BC · Langley, BC
- Full-time
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Added 24 mins ago
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Assistant Grocery Manager
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- Full-time
You’ll work alongside the Department Manager to help deliver standout service and operational excellence that reflect Farm Boy’s commitment to the best fresh shopping experience. Through…
Added 24 mins ago
L
LensCrafters - Licensed Assistant Manager - #942 Kitchener
LensCrafters
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- Full-time
Comp Sales, % Sales to Plan; Conversion & Customer Count, Comp Growth; Increased Traffic; Store Operating Profitability; Continuity of Care, Exam Growth & Retention Goals; Net Promoter…
Added 24 mins ago
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Van Outreach Support Worker (1.0 Evenings, term till March 31, 2027)
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- Full-time
Respond to services requests from first responders, business owners, and community members, City of Winnipeg, Community Agency or as directed by the manager.
Added 25 mins ago
Health Care Aide (PWLCL)
Connecting Care (2000) Inc.
Cold Lake, AB
Completion of applicable courses (e.g. Preventing Resident Abuse, Customer Service, Infection Control, Back Care, Dementia, WHMIS)
Added 25 mins ago
Health Care Aide (PWLCL)
Connecting Care (2000) Inc.
Cold Lake, AB
Completion of applicable courses (e.g. Preventing Resident Abuse, Customer Service, Infection Control, Back Care, Dementia, WHMIS)
Added 25 mins ago
Health Care Aide (PWLCL)
Connecting Care (2000) Inc.
Cold Lake, AB
Completion of applicable courses (e.g. Preventing Resident Abuse, Customer Service, Infection Control, Back Care, Dementia, WHMIS)
Added 25 mins ago
Health Care Aide (PWLCL)
Connecting Care (2000) Inc.
Cold Lake, AB
Completion of applicable courses (e.g. Preventing Resident Abuse, Customer Service, Infection Control, Back Care, Dementia, WHMIS)
Added 25 mins ago
Health Care Aide (PWLCL)
Connecting Care (2000) Inc.
Cold Lake, AB
Completion of applicable courses (e.g. Preventing Resident Abuse, Customer Service, Infection Control, Back Care, Dementia, WHMIS)
Added 25 mins ago
Health Care Aide (PWLCL)
Connecting Care (2000) Inc.
Cold Lake, AB
Completion of applicable courses (e.g. Preventing Resident Abuse, Customer Service, Infection Control, Back Care, Dementia, WHMIS)
Added 25 mins ago
Health Care Aide (PWLCL)
Connecting Care (2000) Inc.
Cold Lake, AB
Completion of applicable courses (e.g. Preventing Resident Abuse, Customer Service, Infection Control, Back Care, Dementia, WHMIS)
Added 25 mins ago
Health Care Aide (PWLCL)
Connecting Care (2000) Inc.
Cold Lake, AB
Completion of applicable courses (e.g. Preventing Resident Abuse, Customer Service, Infection Control, Back Care, Dementia, WHMIS)

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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