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Added 12 mins ago
AC
Member Service Representative I (Full-Time, 18 Month Term) 1536 Regent
Access Credit Union
Winnipeg, MB
- Full-time
The Member Service Representative (MSR) provides a high standard of financial service to existing and potential members, processing transactions and building relationships while promoting…
Added 12 mins ago
WP
Store Leader - West 4th Ave
Warby Parker
Vancouver, BC
- Full-time
…today without them! In this position, you'll build and lead a team of service-minded Managers, Opticians, and Advisors in executing processes and creating amazing customer experiences.…
Added 12 mins ago
Trainee, Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Lamont, AB
Participate "hands-on" as a member of the team, turning client concerns into opportunities
Added 12 mins ago
JI
Cashier
J.D. Irving, Limited
Clarenville, NL
- Part-time
…our computerized system. We’re looking for an enthusiastic team member who enjoys variety and flexibility. This role offers approximately 24 hours per week with a mix of morning, evening,…
Added 12 mins ago
S
Delivery Driver
Save-On-Foods
Saskatoon, SK
- Part-time
Put yourself in the driver’s seat of a new career! Join our growing team of Save-On-Foods delivery drivers and be a vital part of an innovative fulfillment team focused on providing Always…
Added 12 mins ago
S
Delivery Driver
Save-On-Foods
Powell River, BC
- Part-time
Put yourself in the driver’s seat of a new career! Join our growing team of Save-On-Foods delivery drivers and be a vital part of an innovative fulfillment team focused on providing Always…
Added 12 mins ago
S
Cashier (Baseline)
Save-On-Foods
Sherwood Park, AB · Baseline - Sherwood Park AB
- Part-time
With over 185 stores and nearly 22,000 team members, Save-On-Foods is Western Canada’s largest grocery retail company and a great place to grow your career. Committed to its core values of…
Added 12 mins ago
S
General Clerk (Orchard Plaza)
Save-On-Foods
Kelowna, BC · Orchard Plaza - Kelowna BC
- Part-time
With over 185 stores and nearly 22,000 team members, Save-On-Foods is Western Canada’s largest grocery retail company and a great place to grow your career. Committed to its core values of…
Added 12 mins ago
S
Deli Clerk (Jagare)
Save-On-Foods
Edmonton, AB · Jagare - Edmonton AB
- Part-time
With over 185 stores and nearly 22,000 team members, Save-On-Foods is Western Canada’s largest grocery retail company and a great place to grow your career. Committed to its core values of…
Added 12 mins ago
S
Produce Clerk (Walden)
Save-On-Foods
Calgary, AB · Walden - Calgary AB
- Part-time
With over 185 stores and nearly 22,000 team members, Save-On-Foods is Western Canada’s largest grocery retail company and a great place to grow your career. Committed to its core values of…
Added 12 mins ago
S
Cashier (Stadium)
Save-On-Foods
Edmonton, AB · Stadium - Edmonton AB
- Part-time
With over 185 stores and nearly 22,000 team members, Save-On-Foods is Western Canada’s largest grocery retail company and a great place to grow your career. Committed to its core values of…
Added 12 mins ago
JP
Sales Director - Western Region
Jim Peplinski Capital
Calgary, AB
- Full-time
Team Leadership. Build, coach and retain a high-performing Western sales team. You'll hold monthly Personal Improvement 1:1s with each team member, set SMART goals, model best-practice…
Added 12 mins ago
JT
Employment Counsellor, Job ID #8172
JVS Toronto
Toronto, ON
- Full-time
As part of our recruitment process, we may use AI-enabled tools to support resume screening and candidate matching. However, applications are reviewed by a member of our hiring team.
Added 12 mins ago
OH
Specialist, Performance Accountability & Funding Allocation
Ontario Health
North Bay, ON · Sault Ste. Marie, ON · Sudbury, ON · Thunder Bay, ON · Timmins, ON
- Full-time
At Ontario Health, we are committed to developing a strong organizational culture that connects and inspires all team members across the province. Our vision is that together, we will be a…
Added 12 mins ago
OH
Specialist, Performance, Accountability & Funding Allocation
Ontario Health
North Bay, ON · Sault Ste. Marie, ON · Sudbury, ON · Thunder Bay, ON · Timmins, ON
- Full-time
At Ontario Health, we are committed to developing a strong organizational culture that connects and inspires all team members across the province. Our vision is that together, we will be a…
Added 12 mins ago
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Customer Service Representative
Nutreco
St. Marys, ON
- Full-time
Get ready to Own your direction as a Customer Service Representative supporting our Poultry business at Trouw Nutrition, a Nutreco company. As global leaders in animal nutrition and…
Added 12 mins ago
T
Account Manager II, Agricultural Services
TD
Mount Forest, ON · Stratford, ON
- Full-time
Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of…
Added 12 mins ago
T
HR Operations Analyst I
TD
London, ON · Toronto, ON
- Full-time
Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of…
Added 12 mins ago
T
Customer Experience Associate
TD
Kelowna, BC
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
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T
Senior Credit Analyst Agriculture Services
TD
Barrie, ON
- Full-time
Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of…
Added 12 mins ago
T
Business Operations Support Lead - TD Asset Management
TD
Toronto, ON
- Full-time
Participate fully as a member of the team and contribute to a positive environment that promotes service, quality, innovation, collaboration and timely communication.
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L
7759-Seasonal Sales Help(H)
Lids
Red Deer, AB
- $15 USD / hour
- Temporary
…customers and occasional buyers alike. Our customers rely on our team to find and select products that represent their individuality, team pride, and personal style. Working in our retail…
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L
7722 - 3rd Key
Lids
Niagara Falls, ON
- $18.1 USD / hour
- Part-time
…customers and occasional buyers alike. Our customers rely on our team to find and select products that represent their individuality, team pride, and personal style. Working in our retail…
Added 12 mins ago
L
5794 - Store Manager
Lids
Timmins, ON
- $20.5 USD / hour
- Full-time
…results, creating a fun and inclusive environment for their team, and delivering exceptional customer service by offering their expertise on Lids’ products and…
Added 12 mins ago
L
7807 - 3rd Key
Lids
Sydney Indian Reserve No. 28A, NS · Sydney, NS
- Part-time
…customers and occasional buyers alike. Our customers rely on our team to find and select products that represent their individuality, team pride, and personal style. Working in our retail…

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.

Join our Talent Community

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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