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Condominium Manager Residential Portfolio GTA East (MRCM)
Associa
Mississauga, ON
- $80,000 CAD / year
- Full-time
As a Property Manager you will be responsible for the relationship management with our clients, handle day-to-day operational, maintenance, administrative, and financial management for the…
Added 12 mins ago
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Lead Portfolio Manager - Relocate to Saudi Arabia, Permanent Expat Relocation Package
aramco
Toronto, ON
- Full-time
We are seeking a Lead Portfolio Manager to join the Portfolio Management Department (PMD).
Added 12 mins ago
TI
Manager
TekStaff IT Solutions
ON · Ontario, Canada
- Contract
TekStaff's Client has a current vacancy for "Senior Manager, Customer Segments & Growth ”
Added 12 mins ago
通
Sr Financial Analyst, Market Strategy & Revenue Management
通用磨坊股份有限公司
Mississauga, ON · Toronto, ON
- Full-time
The Sr. Financial Analyst – Market Strategy & Revenue Management (MSRM) position at General Mills Canada Corporation is accountable for financial management, oversight, and Market Strategy…
Added 12 mins ago
Guest Service Agent
Northland Properties
Dartmouth, NS
Strong working knowledge of accounting practices and principles
Added 12 mins ago
Enterprise Collections: Operational Lead - Dialer Administrator
Questrade Financial Group
Toronto, ON
Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign…
Added 12 mins ago
SM
Business Development Manager
Solutions Metrix
Montreal, QC
- Full-time
Solutions Metrix is hiring a Business Development Manager to build and run our account-based growth strategy in financial services. You will research priority banks and credit unions, reach…
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O
Director, Strategic Business Development & Enterprise Sales
Objectway
Toronto, ON
- Full-time
Serving more than 250 financial institutions across 15+ countries, Objectway provides end-to-end technology solutions and services that help financial institutions modernize their…
Added 13 mins ago
DW
Administrative Coordinator
Dying With Dignity Canada
Toronto, ON
- Full-time
Reports to: Manager, People, Culture, and Operations
Added 13 mins ago
BC
Agile Delivery Manager
BrainRidge Consulting
Moncton, NB
- Full-time
…and experience of an enterprise. With a mission to empower financial institutions and organizations to thrive in the digital age, we provide cutting-edge technology solutions and strategic…
Added 13 mins ago
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Senior Commercial Manager
Tag
Toronto, ON · Greater Toronto Area, Canada
- $90,000 to $105,000 CAD / year
- Full-time
Tag is looking for a commercially minded, analytically strong Senior Commercial Manager to join our team in Toronto. Reporting to the VP of Commercials, this role will serve as a key…
Added 13 mins ago
PR
Accounting Manager
Purves Redmond Limited
Toronto, ON
- Full-time
We are seeking a detail-oriented and proactive Accounting Manager to join our Finance team. The Accounting Manager will support all aspects of accounting, financial reporting and regulatory…
Added 27 mins ago
ACCOUNT MANAGER (HYBRID)
Green Shield Canada
Calgary, AB · Vancouver, BC · Toronto, ON · Windsor, ON
Manager, working with third-party payors, TPAs, and/or advisors in the
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T
Senior Business Analyst - TD Asset Management
TD
Toronto, ON
- Full-time
Added 27 mins ago
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Market Risk Specialist, xVA (5113)
TD
Toronto, ON
- Full-time
…etc. coupled with an understanding of broader regulatory and financial…
Added 27 mins ago
T
Senior Actuarial Analyst
TD
Toronto, ON
- Full-time
TD Insurance is part of TD Bank Group, one of Canada’s largest financial institutions. TD Insurance helps protect clients from the ‘accidents of life’ with a wide range of products…
Added 27 mins ago
T
Finance Operations Analyst I
TD
Dieppe, NB
- Full-time
Provide financial analysis and/or advanced general finance / accounting or related operational support as assigned
Added 27 mins ago
T
Personal Banking Associate Trainee
TD
Oshawa, ON
- Full-time
…you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the…
Added 27 mins ago
SL
Manager, Business Automation
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring,…
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Manager, Liquidity & Funding Management
BMO
Toronto, ON · FCP
- Full-time
The above represents BMO Financial Group’s pay range and type.
Added 27 mins ago
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HR Consultant - Private Wealth
BMO
Toronto, ON · FCP
- Full-time
The above represents BMO Financial Group’s pay range and type.
Added 42 mins ago
IF
Manager, International Tax
Intact FC
Toronto, ON
- Full-time
…promise to provide support, opportunities and performance-led financial rewards at a workplace where you can shape the future, win as a team and grow with…
Added 42 mins ago
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Senior Financial Analyst
Roofmart
Brampton, ON · Roofmart Brampton Office
- Full-time
…National Support Centre, this role is one of several Senior Financial Analysts and Financial Accountants working jointly to provide financial support to our branches. The role reports to…
Added 42 mins ago
FB
Income Verifier
Fairstone Bank
Vancouver, BC
- Full-time
Fairstone Bank and its family of brands are united in delivering innovative, accessible and reliable financial solutions that enable Canadians to reach their goals.
Added 42 mins ago
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Receptionist-Casual Part Time- Harol and Grace Baker Centre
Extendicare
Toronto, ON · Harold & Grace Baker Centre (Long Term Care)
- Part-time
Reporting to the Office Manager, the Receptionist is responsible for providing clerical and administrative and scheduling support to ensure that office, reception and scheduling services…

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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