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Added 8 mins ago
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Associate Financial Advisor
CIBC
Peterborough, ON · Peterboro-Monaghan&Lansdowne
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial…
Added 8 mins ago
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Customer Engagement Associate
CIBC
Vancouver, BC
- Part-time
As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their…
Added 8 mins ago
SR
Wireless Sales Consultant
Staples Retail
Toronto, ON · Etobicoke, ON
- Part-time
As a Wireless Sales Consultant, you are a champion of the customer experience in the wireless department. You enable our work, learn, and grow culture for our customers and associates.…
Added 8 mins ago
SC
Customer Service Representative
Staples Canada
Mississauga, ON
- Full-time
At Staples Professional, we’re committed to delivering exceptional service and building lasting relationships with our customers. As a Customer Service Representative (CSR), you will play a…
Added 8 mins ago
SI
Pricing Analyst
Staples Inc.
Richmond Hill, ON
- Full-time
As a Pricing Analyst for Staples, you will provide analytical and strategic support to the Sales, Pricing, and Merchandising teams to empower business leaders to make timely and…
Added 23 mins ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Barrie, ON
- Full-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 23 mins ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Ottawa, ON
- Full-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 23 mins ago
SD
Assistant Front Store Manager, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Carleton Place, ON
- Full-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 23 mins ago
Sales Support Associate
The Canada Life Assurance Company
Mississauga, ON · Toronto, ON
This role works closely with our sales team but is expected to provide support to our service area daily. The Sales Support Associate must be able to interact with these constituents…
Added 23 mins ago
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Entry-Level Commercial Real Estate Agent
Marcus & Millichap
AB · Edmonton, AB
- Full-time
Through our training and mentorship programs, you will develop the skills, knowledge, and client relationships needed to succeed at the highest level. From day one you are building your own…
Added 38 mins ago
TH
Front End Supervisor Full Time 8 Month Contract (Dartmouth)
The Home Depot
Dartmouth, NS
- Full-time
Under the management of Department Supervisors, our Associates can flourish and reach their peak. They provide leadership by coaching, training, motivating and inspiring associates to…
Added 38 mins ago
TH
Department Supervisor Full-Time (3 Month Contract) - 7064 Westend
The Home Depot
Canada
- Full-time
Under the management of Department Supervisors, our Associates can flourish and reach their peak. They provide leadership by coaching, training, motivating and inspiring associates to…
Added 38 mins ago
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Sales & Service Lead (Full-Time) - Royalmount
ALO
Mont-Royal, QC
- Full-time
Ensure effective sales floor coverage through the development of workforce solutions and leading selling initiatives throughout the store as needed
Added 38 mins ago
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Marketing Senior Associate
PwC
Toronto, ON
- Full-time
As a Senior Associate, Marketing, you will support the delivery of integrated B2B marketing programs that advance PwC Canada’s business priorities. Working with colleagues across Marketing,…
Added 52 mins ago
PC
Assistant Store Manager - Full-Time
PVH Corp.
London, ON
- Full-time
…experience, oversee key operational functions, drive performance and maintain a high-functioning, motivated team, while promoting and upholding the standards of our iconic brand, all under…
Added 52 mins ago
Retail Sales & Delivery Associate
Fire & Flower Inc.
Waterloo, ON
The Retail Sales & Delivery Associate plays a dual role in delivering a consistent and elevated guest experience across both the retail floor and scheduled deliveries. This position is…
Added 52 mins ago
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Associate Marketing Specialist Intern – Winter 2027 | Stagiaire associé en marketing - hiver 2026
McKesson
Montreal, QC
- Full-time
McKesson Canada’s Technology Solutions Marketing team is responsible for planning and implementing projects and events to position McKesson as a pharmacy technology leader in Canada, and an…
Added 52 mins ago
A
Sales & Service Lead (Full-Time) - Royalmount
ALO
Montreal, QC
- Full-time
Ensure effective sales floor coverage through the development of workforce solutions and leading selling initiatives throughout the store as needed
Added 52 mins ago
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CST Associate- November 2026
Dialectica
Montreal, QC
- Full-time
The Client Service Team is the revenue epicentre of our business. As an Associate in the CST, you will need to think quickly and critically, conduct high-level research into industries and…
Added 1 hour ago
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Associate Financial Advisor
CIBC
Beaverton, ON
- Full-time
As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients' lives. As an Associate Financial…
Added 1 hour ago
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Client Engagement Associate [Hourly]
CIBC
Saskatoon, SK
- Part-time
As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their…
Added 1 hour ago
SC
Wireless Sales Supervisor
Staples Canada
Surrey, BC
- Full-time
As the Wireless Sales Supervisor, you are a champion of the customer experience in the wireless department. You help our consumers and business customers achieve their working & learning…
Added 1 hour ago
SR
Retail Assistant Manager
Staples Retail
Nanaimo, BC
- Full-time
As an Assistant Manager, you will enable operational and sales excellence, ensuring that both our customers and associates have exceptional experiences. You will break down barriers and…
Added 1 hour ago
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Directeur adjoint, Architecture de solutions d’IA/ Associate Principal, AI Solution Architecture
IQVIA
Ottawa, ON
- Full-time
The role combines deep expertise in AI, analytics, data architecture, governance, validation, and solution delivery to help clients deploy AI systems that are technically effective,…
Added 1 hour ago
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Business Development Associate
MyEngene®
AB · Alberta, Canada
- Full-time
MyEngene Canada Inc. | Genome Alberta Business Development Work Placement

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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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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