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Estate Insurance Associate
BMO
Toronto, ON · Vaughan, ON · VMC
- Full-time
The above represents BMO Financial Group’s pay range and type.
Added 7 mins ago
Service Desk Analyst
Rush Street Interactive
Toronto, ON
Associate’s or Bachelor’s degree in Information Technology, Computer Science, or a related field, or equivalent experience.
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Business Intelligence (BI) Data Engineer
Semex
Guelph, ON
- Full-time
Microsoft Certified: Fabric Analytics Engineer Associate, Microsoft Certified: Power BI Data Analyst Associate, Azure Data Fundamentals, Azure AI Fundamentals or related Microsoft…
Added 22 mins ago
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Associate
National Bank of Canada
Medicine Hat, AB
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 22 mins ago
NB
Wealth Associate
National Bank of Canada
Brossard, QC
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 22 mins ago
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Associate Relationship Manager
Computershare
Calgary, AB
- Full-time
We are looking for an Associate Relationship Manager (ARM) to join our team. You will be responsible for providing day to day administrative support to the Relationship Managers (RM) by…
Added 22 mins ago
Portfolio Analyst
Scotiabank
Toronto, ON
Provide timely support for the Portfolio Manager or Associate Portfolio Manager by:
Added 22 mins ago
Customer Experience Associate - Yonge & Hillcrest, Toronto, ON (18.75 hours/week)
Scotiabank
Toronto, ON · North York, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 22 mins ago
Store Associate
Sherwin-Williams
Calgary, AB
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Supervisor
Wellington-Altus
AB · Toronto, ON · Calgary, AB
- Full-time
…top-rated* investment dealer and a subsidiary of Wellington-Altus Financial Inc., one of Canada’s Top Growing Companies**. With more than $55 billion in assets under administration and…
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Client Engagement Associate [Hourly]
CIBC
Hamilton, ON · London, ON · Eastgate Square - Hamilton
- Part-time
…in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their everyday banking needs. As a Client Engagement Associate, you'll be…
Added 1 hour ago
Store Associate
Sherwin-Williams
London, ON · Stoney Creek, ON
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Distribution Engineer / Senior Engineer
ATCO
Grande Prairie, AB
- Full-time
Manage external notifications and assist with post-completion technical, financial reviews where necessary, and authentication of own and other designer’s projects.
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Inventory Finance – Commercial Associate
Wells Fargo
Mississauga, ON
- Full-time
Interest in commercial banking, financial services, customer relationship management or business development.
Added 1 hour ago
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Inventory Finance – Analytics Associate
Wells Fargo
Mississauga, ON
- Full-time
Wells Fargo Inventory Finance is seeking to hire an Inventory Finance – Commercial Associate (Co-op) for 12 months starting May 2027 in the Mississauga office.
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Vendor Finance – Commercial Associate
Wells Fargo
Mississauga, ON
- Full-time
…execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo…
Added 1 hour ago
Project Manager
University of Guelph
Guelph, ON
Reporting to the Associate Director, Capital Development and Project Delivery, in the Campus Planning, Design and Development Department, the Project Manager will be responsible for overall…
Added 1 hour ago
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(CAN) Associé à la protection des biens
Walmart Canada
Granby, QC
- Full-time
Position Summary...The Asset Protection Associate plays a key role in creating and maintaining a safe, secure, and professional store environment for customers, associates, visitors, and…
Added 1 hour ago
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Softgoods Associate (Part-Time)
Giant Tiger
Regina, SK
- Part-time
Giant Tiger is proud to offer a Total Rewards package designed to support your financial security, health, and career growth. This includes competitive compensation for all employees, as…
Added 1 hour ago
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Softgoods Associate (Full-Time)
Giant Tiger
Summerside, PE
- Full-time
Giant Tiger is proud to offer a Total Rewards package designed to support your financial security, health, and career growth. This includes competitive compensation for all employees, as…
Added 1 hour ago
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Store Associate (Part-Time)
Giant Tiger
Moncton, NB
- Part-time
Giant Tiger is proud to offer a Total Rewards package designed to support your financial security, health, and career growth. This includes competitive compensation for all employees, as…
Added 1 hour ago
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Associate Business Manager, AB & SK
Potentia Renewables Inc.
Calgary, AB
- $85,000 to $100,000 CAD / year
- Full-time
The Associate Business Manager is responsible for the financial and commercial performance of a portfolio of operating renewable energy assets including wind, solar and battery energy…
Added 1 hour ago
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Operations Manager
GFL Environmental Inc.
Winnipeg, MB
- Full-time
…logistics, and aligns daily operations with corporate safety, financial, and commodity quality…
Added 1 hour ago
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Retail Sales Associate
Canna Cabana
Mississauga, ON · Tomken, Mississauga, ON
- $17.95 CAD / hour
- Part-time
…individuals interested in joining our team. The Retail Sales Associate at our Tomken store in Mississauga, ON, plays a key role in delivering a welcoming and engaging in-store experience by…
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Associate Portfolio Manager
RBC
Waterloo, ON
- Full-time

RBC

Associate Portfolio Manager

Waterloo, ON, Canada

$66,000.00 - $105,000.00 · Full-time

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Applications open in a new tab.

Job details

Pay: $66,000.00 - $105,000.00
Job type: Full-time
Apply by: Nov 18, 2026
Posting language: English
Posted: Nov 3, 2026

Original job description

Job Description

What is the opportunity?

As an Associate Portfolio Manager, PH&N Investment Counsel, you are a member of a professional team responsible for building and managing a high performance investment counselling franchise. You will work with experienced Investment Counsellors to build customized investment strategies for high net worth individuals, trust, and charitable foundations. For further information, please visit: http://www.rbcphnic.com/

What will you do?

Proactively identify, investigate and resolve client inquiries and provide the Investment Counsellors with recommendations for resolution of complex situations
Develop, document and maintain a profile for each client including next steps to increase and solidify the relationship
Proactively participate in regional/national projects that seek to continuously improve upon client solutions as well as operation efficiencies.
Assist in the construction of customized investment strategies, models, proposals, and action plans for existing and potential clients.
Implement action plans and pro-actively manage client portfolios to ensure highest level of return and service to the client.
Ensure client portfolios are structured and managed within parameters outlined in the Investment Policy Statement.

What do you need to succeed?

Must Have

Successful completion of CFA level 1 with intention to complete
CSC
Minimum of 5 years Investment industry experience
Portfolio management experience (3 years plus)
University Degree (preferably in business and/or economics)

Nice to Have

CFA designation
CIM designation
CFP designation

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.

A comprehensive Total Rewards Program including bonuses and flexible benefits
The opportunity to do challenging work in a dynamic, collaborative, progressive and high-performing team
Opportunities to build close relationships with clients

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:

95 KING ST S:WATERLOO

City:

Waterloo

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-11-03

Application Deadline:

2026-11-18

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

$66,000.00 - $105,000.00

The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay range for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.

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 and managing customized investment strategies for high net worth individuals and charitable foundations. They are responsible for resolving client inquiries, maintaining client profiles, and ensuring portfolios adhere to Investment Policy Statements.

Requirements

Candidates must have a minimum of 5 years of investment industry experience, including at least 3 years in portfolio management. A university degree in business or economics and successful completion of CFA level 1 are required.

Skills

Client Counseling
Critical Thinking
Decision Making
Investment Banking
Investment Consulting
Investment Management
Private Banking
Product Services
Portfolio Management
Financial Analysis
Relationship Management

Benefits

Total Rewards Program
Bonuses
Flexible benefits

Visa sponsorship

Not detected in the job text

Keywords

CFA
CSC
CIM
CFP
Investment Counsel
Portfolio Management
Wealth Management
High Net Worth
Investment Policy Statement
Client Relations
Financial Planning
Asset Management
Business
Economics
Investment Strategy

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