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Added 5 mins ago
JI
Department Manager Front End
J.D. Irving, Limited
Halifax, NS
- Full-time
…projects, or building expertise in your field, you'll find opportunities to learn new skills, take on new challenges, and grow your career. Many of our leaders started in frontline roles…
Added 5 mins ago
W
Community Associate, 1110 King St W (Toronto)
WeWork
Toronto, ON
- Full-time
Customer service and/or sales experience a plus.
Added 5 mins ago
BS
Full-Time Sales Associate - Browns Orchard Park
Browns Shoes
Kelowna, BC
- Full-time
At Browns Shoes, we’re all about creating exceptional customer experiences filled with style, service, and passion.
Added 5 mins ago
SI
Sales Associate-Print&Services
Staples Inc.
Ottawa, ON · Nepean, ON
- Part-time
Deliver exceptional customer service and proactively identify opportunities to enhance customer engagement and satisfaction.
Added 20 mins ago
Customer Experience Associate - Sechelt BC (22.5hrs/week)
Scotiabank
Sechelt, BC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 35 mins ago
Seasonal Retail Sales Associate, Londonderry Mall
Bell
Edmonton, AB
Experience in Retail Sales, Customer Service or Hospitality is a definite asset
Added 35 mins ago
LC
Associate Full Time Day Greenlight Requisition
Loblaw Companies Limited
Brockville, ON
- Full-time
…authenticity, trust and making connections is valued – as we shape the future of Canadian retail, together. Our commitment to positively impact the lives of all Canadians provides employees…
Added 35 mins ago
LC
Apparel Department Manager
Loblaw Companies Limited
Calgary, AB
- Full-time
…authenticity, trust and making connections is valued – as we shape the future of Canadian retail, together. Our unique position as one of the country's largest employers, coupled with our…
Added 35 mins ago
Business Development Associate
Geotab
Burnaby, BC · Oakville, ON
As a Business Development Associate your key area of responsibility will be achieving an individual Annual Recurring Revenue (ARR) growth target by managing an assigned list of SMB leads,…
Added 50 mins ago
WC
(CAN) Technician - General Maintenance
Walmart Canada
Mississauga, ON
- Full-time
…information. Recommends repair needs to eliminate ongoing and future repairs. Determines replacement needs. Documents preventive maintenance activities. Uses heavy…
Added 51 mins ago
T
Customer Experience Associate - Kelowna Open House Meet & Greet Event - November 10th, 2026
TD
Kelowna, BC
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 51 mins ago
T
Personal Banking Associate Trainee
TD
Owen Sound, ON
- Full-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 51 mins ago
T
Customer Experience associate
TD
Terrace, BC
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 51 mins ago
T
Customer Experience Associate
TD
Calgary, AB
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 51 mins ago
S
Sales Consultant
Sysco
Canada
- Full-time
Experience in relationship sales managing new and existing customer opportunities and up-selling preferred
Added 1 hour ago
C
Associate Site Director (Onsite)
CNX
Chatham-Kent, ON · CAN Chatham
- Full-time
Join a world-class team in CAN Chatham, as an Associate Site Director! We're Concentrix. The intelligent transformation partner - solution-focused, tech-powered, intelligence-fueled. As a…
Added 1 hour ago
WM
Residential Operations Manager
Waste Management, Inc. (WM)
Sudbury, ON
- Full-time
Whether you're starting your career, growing your expertise or taking the next step into leadership, you'll find opportunities to build a long-term future at WM Canada.
Added 1 hour ago
Customer Experience Associate - Royal Bay Village, Victoria BC (30hrs/week)
Scotiabank
Victoria, BC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 1 hour ago
Customer Experience Associate (18.75 hours/week) - Bayview & Millwood Branch
Scotiabank
Toronto, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 1 hour ago
KB
Department Manager - Lighting/Electrical/Plumbing
Kent Building Supplies
Fredericton, NB
- Full-time
…projects, or building expertise in your field, you'll find opportunities to learn new skills, take on new challenges, and grow your career. Many of our leaders started in frontline roles…
Added 1 hour ago
T
Personal Banking Associate - Saint-Hubert, Gaétan-Boucher (18.75 hours)
TD
Longueuil, QC · Saint-Hubert, QC
- Part-time
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at…
Added 1 hour ago
KB
Customer Service Associate
Kent Building Supplies
St. John's, NL · Greater St. John's Metropolitan Area
- Part-time
…projects, or building expertise in your field, you'll find opportunities to learn new skills, take on new challenges, and grow your career. Many of our leaders started in frontline roles…
Added 1 hour ago
Sales Associate
Rogers Communications
Ottawa, ON · Nepean, ON
Sales Delivery: Finding opportunities, anticipating customer needs, and delivering on sales targets.
Added 1 hour ago
Sales Associate
Rogers Communications
Waterloo, ON
Sales Delivery: Finding opportunities, anticipating customer needs, and delivering on sales targets.
Added 1 hour ago
SW
ScotiaMcLeod Administrative Associate - Toronto Plaza
Scotia Wealth Management
Toronto, ON
- Full-time
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…

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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