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Added 12 mins ago
IC
marketing Associate- Part Time
Impact Condo Investments
Richmond Hill, ON
- Part-time
We are looking for a motivated, creative, and detail-oriented Part-Time Marketing Associate to support our growing marketing team in a fast-paced real estate environment.
Added 12 mins ago
A
Operational Due Diligence Associate Analyst (New Grad Opportunity)
Albourne
Toronto, ON
- $60,000 to $75,000 CAD / year
- Full-time
We are seeking an Operational Due Diligence (ODD) Associate Analyst to join our team in Toronto. This role is ideal for new graduates or early-career professionals interested in alternative…
Added 27 mins ago
TF
Field Service Engineer III (Analytical Instrumentation) Calgary Remote
Thermo Fisher Scientific
Calgary, AB
- Full-time
As part of the Chromatography & Mass Spectrometry Division (CMD), you will support a diverse portfolio of analytical instrumentation used by leading laboratories across academia, industry,…
Added 27 mins ago
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Specialized Market Risk Associate (5375)
TD
Toronto, ON
- Full-time
We are seeking an experienced and highly skilled Specialized Market Risk Associate to join our dynamic Market Risk Management team. The successful candidate will play a pivotal role in…
Added 42 mins ago
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Associate Financial Advisor
CIBC
Beaverton, ON
- Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…
Added 57 mins ago
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Directeur adjoint, Architecture de solutions d’IA/ Associate Principal, AI Solution Architecture
IQVIA
Ottawa, ON
- Full-time
The Associate Principal, AI Solution Architecture is a senior client-facing leader within Defensible Data & AI (DDAI) responsible for shaping, architecting, and delivering trusted AI…
Added 1 hour ago
PS
Transportation Associate 1.0 FTE
Parkland School Division
Stony Plain, AB
- Full-time
The Parkland School Division currently has a Full-Time position for a Transportation Associate (School Bus Transportation) (1.0 FTE) available at our Centre for Education in Stony Plain,…
Added 1 hour ago
NB
Wealth Associate
National Bank of Canada
Oakville, ON
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 2 hours ago
NB
Wealth Associate
National Bank of Canada
Saguenay, QC · Chicoutimi, QC
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 2 hours ago
NB
Associate Director, FX Risk Management Solutions
National Bank of Canada
Toronto, ON
- Full-time
The Risk Management Solutions Group (“RMSG”) at National Bank of Canada Capital Markets is seeking an Associate Director to help expand our Foreign Exchange risk management franchise in…
Added 2 hours ago
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Associate Design Director | Directeur(trice) Design Associé(e)
NBCUniversal
Montreal, QC
- Full-time
…create world-class content, which we distribute across our portfolio of film, television, and streaming, and bring to life through our global theme park destinations, consumer products, and…
Added 2 hours ago
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Associate Director, Process Engineering
OMERS
Toronto, ON · Head Office Toronto
- Full-time
…across OMERS. As part of the Data and Technology team, the Associate Director, Process Engineering will lead the Process Engineering practice while driving complex, high-impact…
Added 2 hours ago
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Associate Financial Advisor
CIBC
Brantford, ON
- Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…
Added 2 hours ago
Warehouse Associate - II
Sun Pharmaceutical Industries Ltd
Brampton, ON
…the lives of millions of people. With a broadly diversified portfolio of products that span multiple therapeutic areas, we improve access to effective, affordable treatments that promote…
Added 2 hours ago
TA
SALES ASSOCIATE – PART TIME
The Aldo Group Inc / Le Groupe Aldo Inc.
Brampton, ON
- Part-time
…of fashion-forward footwear, handbags, and accessories. Our portfolio features well-known brands including ROXY, Brooks Brothers, Ted Baker, Hunter, and G.H.BASS. Grounded in our values of…
Added 3 hours ago
MI
Associate, Nexus, Client Delivery
MUFG Investor Services
Toronto, ON
- $60,000 to $88,000 CAD / year
- Full-time
…navigate the operational complexities of today’s investment management landscape. As a division of Mitsubishi UFJ Financial Group (MUFG), one of the world’s largest financial institutions…
Added 3 hours ago
UO
Finance Analyst, Capital Financial Reporting
University of British Columbia
Vancouver, BC · UBCV | Walter C. Koerner Library (KLIB)
- $7,727.33 to $11,112 CAD / month
- Full-time
…continuously identify procedures to enable effective financial management, reporting and business processes throughout the…
Added 3 hours ago
S
Sales Consultant
Sysco
Canada
- Full-time
…level of business to business (B2B) sales consultation, account management, customer service, and innovative solutions that differentiate Sysco Guest Supply Canada in the…
Added 3 hours ago
R
Nike - Seasonal Athlete (Seasonal Sales Associate) - Masonville Place
Retailors
London, ON
- Part-time
…Additionally, Fox Group Canada is significantly expanding its business portfolio in Canada, and the role of the Athlete is pivotal in leading the future of Nike Retail Stores within the…
Added 3 hours ago
TA
Sales Associate - Part Time
The Aldo Group Inc / Le Groupe Aldo Inc.
Markham, ON
- Part-time
…of fashion-forward footwear, handbags, and accessories. Our portfolio features well-known brands including ROXY, Brooks Brothers, Ted Baker, Hunter, and G.H.BASS. Grounded in our values of…
Added 3 hours ago
SO
Private Equity Associate - Infrastructure
Spencer Ogden
Toronto, ON
- Full-time
The firm is looking to add an Investment Associate to its growing team. The successful candidate will work closely with senior investment professionals across the full investment lifecycle,…
Added 3 hours ago
Sr. Associate, Workplace Experience
Softchoice
Toronto, ON
…day-to-day operations and programs across our North American…
Added 4 hours 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…
Added 4 hours ago
BB
System Designer - AV
Bosch Building Technologies
Vancouver, BC
- Full-time
Work in a close team environment with Sales, Project Management, and Installation Departments
Added 4 hours ago
UO
Development Officer
University of Victoria
Victoria, BC
- Full-time
Jointly reporting to the hiring Associate Director of Faculty Development, and to the Dean or unit head of an assigned portfolio, or a Senior Development Officer (SDO) if in place, the…

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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