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Added 17 mins ago
TS
TDS Operations Analyst II
TD Securities
Toronto, ON
- Full-time
…to its clients are delivered in a professional manner, that risk is minimized, and the client has a positive experience. The candidate is expected to think creatively, improve the daily…
Added 17 mins ago
T®
Operations Analyst
TekWissen ®
Montreal, QC
- $35 to $35.3 CAD / hour
- Contract
Oversee key control processes with respect to billing, risk and management reporting at client level.
Added 17 mins ago
GT
Governance and Compliance Analyst - HR
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- $45 to $55 CAD / hour
- Contract
…methodology and taxonomies (control descriptions, operational risk taxonomy, control attributes/metadata), HR processes, and process documentation. The incumbent will be a collaborative,…
Added 17 mins ago
R|
Accounts Receivable Analyst
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
We are looking for an Accounts Receivable Analyst to join our Finance team and support the organization’s end-to-end receivables operations.
Added 32 mins ago
D
Wealth Operations Analyst – Securities Transfers
Dexian
Toronto, ON
- $27 to $28 CAD / hour
- Contract
The Wealth Operations Analyst is responsible for processing daily money movements and investment/securities transfers accurately and efficiently in a compliance-heavy environment. The role…
Added 32 mins ago
B
Associate, Credit Alternatives, Global Asset Management
BMO
Toronto, ON · FCP
- Full-time
Analyst (Associate), Credit Alternatives, Global Asset Management
Added 32 mins ago
T
TDS Operations Analyst II
TD
Toronto, ON
- Full-time
…to its clients are delivered in a professional manner, that risk is minimized, and the client has a positive experience. The candidate is expected to think creatively, improve the daily…
Added 47 mins ago
HI
Analyst, Employee Benefits
HUB International
Burnaby, BC
- Full-time
The Analyst works closely with the team to provide financial analysis of carrier and client statements, assist in the day-to-day data administration as well as supporting and providing…
Added 1 hour ago
CI
Senior Compliance Analyst
Cole International
Regina, SK
- Full-time
The Senior Analyst, Compliance will provide specialized compliance and technical support for our Canadian brokerage operations team and other departments, (Business Development, Account…
Added 1 hour ago
RB
Associate Portfolio Manager
Royal Bank of Canada
AB · EDMONTON, Alberta
- Full-time
Assist in monitoring and rebalancing portfolios to ensure they are managed consistently with current Investment Policy Statements and portfolio risk management strategies and policies
Added 1 hour ago
L
Logistics and Compliance Analyst
Longo's
Vaughan, ON
- Full-time
…supply chain challenges? Join us as a Logistics & Compliance Analyst and help transform data into actionable insights that improve forecasting, inventory performance, supplier service…
Added 1 hour ago
A
Mergers and Acquisitions Analyst - Relocate to Saudi Arabia, Permanent Expat Relocation Package
aramco
Toronto, ON
- Full-time
We are seeking for a Mergers and Acquisitions Analyst (M&A) to join the M&A Advisory Department, which is part of the Finance organization. The M&A Advisory Department provides finance…
Added 1 hour ago
FI
Technology Evaluation and Portfolio Analyst
Fuel Innovation Fund
AB · Alberta, Canada
- Full-time
The Fuel Innovation Fund is seeking a Technology Evaluation and Portfolio Analyst to join a cross-functional team delivering clean-fuel funding programs across Canada. Reporting to the Fuel…
Added 1 hour ago
UT
USD Clearing & Payments Operations Analyst # 26-27105
US Tech Solutions
Montreal, QC
- $34.52 USD / hour
- Contract
Oversee key control processes with respect to billing, risk and management reporting, at client level.
Added 1 hour ago
Analyst, Data Analytics
WestJet Group
Calgary, AB
…suppliers and the public, as well as place WestJet's operations at risk. All roles that are identified as Safey-Sensitive are required to pass a Pre-Employment Alcohol and Drug Test as per…
Added 1 hour ago
SJ
Senior Analyst, Supply and Demand Planning
SC Johnson
Brantford, ON · CAN - Brantford
- Full-time
As the Senior Analyst, Supply and Demand Planning, your primary responsibility is to own the relationship and input from sales. In this role you will ensure a forecast for a subset of the…
Added 1 hour ago
UT
Risk Analyst - # 26-27113
US Tech Solutions
Toronto, ON
- $62 to $66 CAD / hour
- Contract
Seeking an experienced Risk Analyst to support supplier risk and security initiatives within the client's Procurement organization.
Added 1 hour ago
KI
Payment Analyst
KYYBA Inc
Montreal, QC
- Contract
Oversee key control processes with respect to billing, risk and management reporting, at client level.
Added 1 hour ago
T
Senior Business Analyst - TD Asset Management
TD
Toronto, ON
- Full-time
Apply analytical skills to effectively understand business problems, impacted stakeholders, and proposed solutions to ensure alignment to TD's risk appetite.
Added 1 hour ago
T
Finance Operations Analyst I
TD
Dieppe, NB
- Full-time
Protect the interests of the organization – identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary
Added 1 hour ago
SL
Manager, Business Automation
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
…SLGI business functions. It sets direction for the Automation Analyst, translates business needs into build-ready requirements, contributes senior technical expertise, and ensures solutions…
Added 1 hour ago
SL
Penetration Testing Analyst
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
…and achievement. We are seeking a skilled Penetration Testing Analyst to perform hands-on security testing of applications, infrastructure, and…
Added 1 hour ago
C
Sr Analyst, Automation & Analytics
CIBC
Toronto, ON
- Full-time
…operations and better serve our partners and clients. The Sr Analyst, Automation & Analytics is responsible for developing solutions leveraging self-serve tools such as Power Apps, Power…
Added 1 hour ago
M
Analyst - Commercial Mortgage Credit
Manulife
Halifax, NS · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
Manulife Investment Management is seeking an Analyst to join our Commercial Mortgage Credit team. This role supports credit underwriting, risk assessment, and ongoing oversight across a…
Added 1 hour ago
IG
Payment Operation Analyst
Infotree Global Solutions
Montreal, QC
- Contract
Oversee key control processes with respect to billing, risk and management reporting, at client level.

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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