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Added 9 mins ago
OR
Business Analytics Manager
OSL Retail Services Inc
Mississauga, ON
- Other
We are currently seeking a Business Insights & Analytics Manager. This role lead’s the evolution of our analytics capabilities in the dynamic retail and direct sales industries. The…
Added 23 mins ago
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Manager, Sales Enablement
SysAid
Toronto, ON
- Full-time
5+ years in a high-performance B2B technology sales organization, in sales, enablement or learning and development, including at least 3 years as a direct-to-market quota-carrying…
Added 23 mins ago
L
7818 - Assistant Store Manager FT
Lids
Vaughan, ON
- $20 to $21.5 USD / hour
- Full-time
Manage store associates through thorough use of LIDS Training Programs, goal setting (for sales and tasks), and regular follow-up when Store Manager is not present.
Added 23 mins ago
TT
Quality Assurance Manager
Titan Trailers
Tillsonburg, ON
- Full-time
The Quality Assurance (QA) Manager ensures that quality standards and procedures are met and aligned with legislation and customer specifications. This individual is responsible for…
Added 53 mins ago
TS
General Manager – HVAC Distribution
TalentSphere Staffing Solutions
Kelowna, BC
- Full-time
…industry professional who is ready to take a broad view of the business and play a key role in its next stage of growth. The General Manager for their Kelowna operation will have…
Added 53 mins ago
TS
Development Manager
TalentSphere Staffing Solutions
Toronto, ON
- Full-time
The Development Manager is responsible for all aspects of assigned, low-rise and mid-rise and redevelopment or infill residential development projects, including visioning, planning…
Added 53 mins ago
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Branch Manager - Level II
SASCU
Salmon Arm, BC
- Full-time
An aptitude for business development and relationship building.
Added 53 mins ago
TS
Project Manager HVAC Projects
TalentSphere Staffing Solutions
Surrey, BC
- Full-time
…in the low-carbon heating solutions space serving commercial and industrial clients across BC and Yukon.About the OpportunityThis is a high-impact role for a proactive, customer-focused…
Added 53 mins ago
TS
Regional Manager
TalentSphere Staffing Solutions
Winnipeg, MB
- Full-time
We are seeking an experienced Regional Manager to lead business growth, operational performance, and client relationships within a growing commercial construction environment.
Added 1 hour ago
TS
Senior Business Development Manager
TalentSphere Staffing Solutions
Vancouver, BC
- $120,000 to $160,000 CAD / year
- Full-time
Our client is an innovative and growing life sciences and technology company specializing in environmental monitoring solutions for the pharmaceutical industry. As they continue to expand…
Added 1 hour ago
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Senior Product Manager
Vero
Winnipeg, MB
- Full-time
Senior Product Manager required by an exciting, fast-growing technology business looking to scale its existing product portfolio and unlock new commercial opportunities.
Added 1 hour ago
Markville (7) - Keyholder
Zwilling J.A. Henckels Canada Ltd
Markham, ON
Utilize ZWILLING's proven selling techniques to drive and finalize sales, ensuring revenue goals are met.
Added 1 hour ago
JI
Assistant Store Manager - Back-end Ops
J.D. Irving, Limited
Port Hawkesbury, NS
- Full-time
As an Assistant Store Manager – Back‑End Operations, you will play a critical leadership role in ensuring these business lines are supported through safe, efficient, and accurate…
Added 1 hour ago
MI
Commercial Business Development Manager
Munn Insurance
Dartmouth, NS
- Full-time
Reporting to the Commercial Leadership Team, the Commercial Business Development Manager is responsible for developing new commercial business opportunities, building strategic…
Added 2 hours ago
Z
Technical Consultant (Custom Software)
Zazz
Canada
- Full-time
Comfort with revenue: experience carrying a target, or a clear record of bringing in business and growing accounts, even if your title was not "sales."
Added 2 hours ago
IS
Customer Success Manager - Quebec
InnovMetric Software Inc.
QC
- Full-time
Collaborate with sales, solution architecture, deployment, product management, and development teams to align customer objectives with concrete adoption plans
Added 2 hours ago
SC
Front End - Clerk Sales/Service - Tier II SW
Safeway Canada
Brandon, MB
- Full-time
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 2 hours ago
SS
Assistant Store Manager
Summit Search Group
Montreal, QC
- Full-time
Support the Store Manager in the direct leadership and development of store team members, including sales and operations staff, ensuring performance expectations and growth plans are…
Added 2 hours ago
B
Business Area Manager - Vancouver East
BAT
Vancouver, BC
- Full-time
We are looking for a Business Area Manager - Vancouver East responsible for delivering commercial and consumer performance for Imperial Tobacco Canada (ITCAN) within the geographical area.…
Added 2 hours ago
NB
Manager, Supply Chain Finance - Portfolio Management
National Bank of Canada
Montreal, QC
- Full-time
Development, Credit Risk Management, Legal, Operations and Special Accounts.
Added 2 hours ago
NB
Business Development Manager
National Bank of Canada
Kamloops, BC
- Full-time
A career as a Business Development Manager in the Equipment Financing team at National Bank means acting as a trusted financing partner for businesses operating in equipment intensive…
Added 2 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Drummondville, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 2 hours ago
AC
Business Development Manager - Innovation Funding & SR&ED Tax Credits
ABGi Canada
Toronto, ON
- Other
ABGi Canada is looking to strengthen its sales team by welcoming an ambitious and dynamic Business Development Manager.
Added 2 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Rawdon, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 2 hours ago
DH
Assistant General Manager
Drake Hotel Properties
Toronto, ON
- $80,000 to $100,000 CAD / year
- Full-time
The Restaurant General Manager role is responsible for the overall success of the Food + Beverage department of The Drake Hotel. They will have a strong focus on operational excellence,…

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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