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Added 10 mins ago
UO
Associate Director, Facilities Planning
University of British Columbia
Kelowna, BC · UBCO | Campus Administration Building (ADM)
- $10,459.67 to $15,675.58 CAD / month
- Full-time
The Associate Director, Facilities Planning manages and leads staff and consultants, and coordinates funds and time required for the planning and programming of the University's academic…
Added 10 mins ago
T
Personal Banking Associate - Cousineau & Gaetan Boucher (Full time)
TD
Longueuil, QC
- Full-time
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions…
Added 10 mins ago
T
Customer Experience Associate - Gander
TD
Gander, NL
- Part-time
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions…
Added 10 mins ago
T
AVP, Programs & Deployment
TD
Toronto, ON
- Full-time
The Associate Vice President, Programs and Deployment is responsible for leading the strategy, integration, modernization, governance, and deployment of key capabilities supporting TD…
Added 10 mins ago
GF
Customer Service Representative (Motivator) - Ottawa Rideau Centre
GoodLife Fitness
Ottawa, ON
- Part-time
The Motivator role is critical to the success of our GoodLife Fitness Clubs. A Motivator is typically the first Associate a Member or Potential Member interacts with upon arrival to the…
Added 39 mins ago
RB
Associate Portfolio Manager
Royal Bank of Canada
AB · EDMONTON, Alberta
- Full-time
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…
Added 40 mins ago
TU
Associate Director, Facilities Planning
The University of British Columbia
Kelowna, BC
- $10,459.67 to $15,675.58 CAD / month
- Full-time
The Associate Director, Facilities Planning manages and leads staff and consultants, and coordinates funds and time required for the planning and programming of the University's academic…
Added 1 hour ago
T
Personal Banking Associate Trainee
TD
Oshawa, ON
- Full-time
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions…
Added 1 hour ago
GF
Customer Service Representative (Motivator) - Fort Saskatchewan Southpointe Centre
GoodLife Fitness
Fort Saskatchewan, AB
- Full-time
The Motivator role is critical to the success of our GoodLife Fitness Clubs. A Motivator is typically the first Associate a Member or Potential Member interacts with upon arrival to the…
Added 1 hour ago
Supervising Associate, Resource Management
EY
Toronto, ON
The Resource Management Supervising Associate is a member of the Assurance Resource Management Team and contributes to the effective deployment of our practitioners and comprehensive…
Added 1 hour ago
MI
Associate Director, Debt Services
MUFG Investor Services
Toronto, ON
- $82,500 to $121,000 CAD / year
- Full-time
The Associate Director is a leader who is responsible for the performance and management of an operations team and client relationships. This person manages and supports day to day…
Added 2 hours ago
W
(CAN) OMNI Customer Fulfillment Associate
Walmart
Winnipeg, MB
- Part-time
Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you pick, pack, and…
Added 2 hours ago
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(CAN) Préposé au traitement des commandes OMNI
Walmart
Granby, QC
- Part-time
Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you pick, pack, and…
Added 2 hours ago
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Associate Portfolio Manager
RBC
AB
- Full-time
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…
Added 2 hours ago
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Client Service Associate, Financial Planning
TD
Montreal, QC
- Full-time
…greater future success. Feel welcome, challenged and rewarded. Trust us, you'll be busy, but never…
Added 2 hours ago
GF
Customer Service Representative (Motivator) -Toronto Richmond and Bathurst
GoodLife Fitness
Toronto, ON
- Part-time
The Motivator role is critical to the success of our GoodLife Fitness Clubs. A Motivator is typically the first Associate a Member or Potential Member interacts with upon arrival to the…
Added 2 hours ago
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OMNI Customer Fulfillment Associate
Walmart
Ottawa, ON
- Part-time
Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you pick, pack, and…
Added 2 hours ago
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(CAN) Préposé au traitement des commandes OMNI
Walmart
Longueuil, QC
- Part-time
Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you pick, pack, and…
Added 2 hours ago
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(CAN) OMNI Customer Fulfillment Associate**Part-time**
Walmart
Vaughan, ON
- Part-time
Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you pick, pack, and…
Added 3 hours ago
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Marketing Associate E-commerce and Shopper (V.I.E Program) - All Genders
BIOCODEX
BIOCODEX Canada
- Full-time
You’ll join a workplace where trust, collaboration, and support are part of how we work every day.
Added 3 hours ago
Analyst or Associate, M&A (Calgary)
EY
AB · Calgary, AB
…accurate information. As a Mergers & Acquisitions (“M&A”) Analyst/Associate, you’ll help make that happen. You will be an important part of our talented and highly experienced team and work…
Added 3 hours ago
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(CAN) OMNI Customer Fulfillment Associate
Walmart
Brampton, ON
- Part-time
Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you pick, pack, and…
Added 4 hours ago
WC
Online Grocery Shopper- OMNI Customer Fulfillment Associate
Walmart Canada
Victoria, BC
- Full-time
Position Summary...Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you…
Added 4 hours ago
WC
(CAN) OMNI Customer Fulfillment Associate
Walmart Canada
Brampton, ON
- Full-time
Position Summary...Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build valuable skills in a fast‑paced retail environment. In this role, you…
Added 4 hours ago
Perioperative Quality Lead, Women's & Newborn Health
Nova Scotia Health and IWK Health
Halifax, NS
…eliminate discrimination, but have more work to do to build that trust, acknowledge our biases and reduce the barriers our diverse communities face. We want IWK Health to be a safe and…

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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