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Added 9 mins ago
AG
SAP Senior Business Systems Analyst (SAP Finance)
Addmore Group
Oshawa, ON
- Full-time
Role: Reporting to the Manager, IT Product Delivery, this position is responsible for driving SAP Finance solution design, business process optimization, and stakeholder engagement to…
Added 9 mins ago
O
Lead Revenue Operations Analyst
OpenText
Waterloo, ON
- Full-time
…our growing Support Revenue Operations team, acting as a key financial partner focused on adding value to the business. This position reports to the Manager, Revenue Operations, and will be…
Added 9 mins ago
JR
Directeur(trice) régional(e) (Dual Store Manager) Apparel - Premium
JRoss Retail Recruiters
Montreal, QC
- $70,000 to $75,000 CAD / year
- Full-time
As the business continues to grow, they are seeking a Dual Store Manager to oversee two showrooms in Montreal and Laval.
Added 10 mins ago
C
Account Manager
Croesus
Montreal, QC
- Full-time
The Account Manager plays a key role focused on developing and expanding long-term client relationships to maintain and grow revenue within an assigned portfolio of accounts.
Added 10 mins ago
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Account Manager
Croesus
Laval, QC
- Full-time
The Account Manager plays a key role focused on developing and expanding long-term client relationships to maintain and grow revenue within an assigned portfolio of accounts.
Added 10 mins ago
B
Senior Associate/Principal, Private Markets Risk
BCI
Victoria, BC
- $140,000 to $170,000 CAD / year
- Full-time
Experience in due diligence and analyzing risk in market, commercial, financial, tax, legal and idiosyncratic business matters, including applying stress testing and sensitivity analysis
Added 10 mins ago
FC
Case Manager
First Canadian Financial Group
Sherwood Park, AB
- Full-time
Millennium Insurance is looking for a Case Manager to join our Care-First Claims team.
Added 24 mins ago
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Gestionnaire des installations / Facility Manager
JLL
Dorval, QC · Montreal, QC · CAN-CLIENT Montreal-Pharmascience - Royalmount (RMT)
- Full-time
Added 24 mins ago
4A
Regional Fixed Operations Manager - Ottawa
401 Auto
Ottawa, ON · Kanata, Ontario
- Full-time
Now Hiring: Regional Fixed Operations Manager – Lead Service & Parts to Peak Performance, Drive Profitability, and Deliver an Unmatched Customer Experience!
Added 39 mins ago
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Junior Specialist, Real Estate Transactions (T & I) (Telework/Hybrid)
CBC/Radio-Canada
Montreal, QC
- Full-time
Prepare baseline financial forecasting assumptions for payable and receivable leases under team supervision to assist BGIS with budget planning and operational administration.
Added 39 mins ago
Senior Supply Chain Analyst
Freedom Mobile
North Vancouver, BC
Reporting to the Senior Manager, Wireless Network Supply Chain Operations, the Supply Chain Analyst - Data & Analytics contributes to improving operational performance by developing…
Added 39 mins ago
Senior Manager, Collateral & Margining Technology (Capital Markets Technology)
Scotiabank
Toronto, ON
The Senior Manager, Collateral & Margining Technology (Capital Markets Technology) is responsible for the strategic direction, leadership, and oversight of the global technology…
Added 39 mins ago
Senior Manager, Strategic Sourcing
Scotiabank
Toronto, ON
Build trusted relationships with senior stakeholders and influence sourcing decisions through clear business cases, financial analysis, and procurement expertise
Added 39 mins ago
PL
Project Manager - PL#60248
Peter Lucas Project Management Inc.
Dartmouth, NS
- Full-time
Support project initiation, scope development, resource planning, financial management, and quality assurance activities.
Added 39 mins ago
Marketing Manager, Gerber
Nestle Operational Services Worldwide SA
Toronto, ON · North York, ON
Strong business and financial acumen, with the ability to translate financial analysis and consumer insights into actionable recommendations.
Added 39 mins ago
Marketing Manager, Nido
Nestle Operational Services Worldwide SA
Toronto, ON · North York, ON
Strong business and financial acumen, with the ability to translate financial analysis and consumer insights into actionable recommendations.
Added 39 mins ago
Senior Analyst
Government of Alberta
Calgary, AB
…access, stakeholder engagement, strategic foresight, and economic…
Added 39 mins ago
Area Studies Manager
University of Toronto
Toronto, ON
The Area Studies Manager is responsible for providing comprehensive operational, project and administrative support to the directors and affiliated faculty of the Munk School’s Area Studies…
Added 39 mins ago
PL
Project Manager - PL#60248
Peter Lucas
Dartmouth, NS
- Full-time
Support project initiation, scope development, resource planning, financial management, and quality assurance activities
Added 39 mins ago
TT
GTM (Go-To-Market) Manager
Tundra Technical Solutions
Regina, SK · Greater Regina Metropolitan Area
- $60,000 to $80,000 CAD / year
- Full-time
Financial Success – We pride ourselves on being a leader in the industry regarding our compensation and uncapped commission structures.
Added 39 mins ago
RE
Investigations Manager
Real Estate Council of Ontario
Toronto, ON · Etobicoke, ON
- $120,000 to $160,000 CAD / year
- Full-time
The investigations function is evolving to place greater emphasis on financial and accounting misconduct, including annual financial filings, monthly trust reconciliations, trust account…
Added 54 mins ago
TE
Brand & Advertising Coordinator
Titan Environmental Containment & Titan USA
Leduc, AB · AB · Surrey, BC · Ile des Chênes, MB · Burlington, ON · Ottawa, ON · Emerald Park, SK · Vars, ON · Calgary, AB
- Full-time
…to help bring our brand to life. Reporting to the Marketing Manager, this role is at the center of our marketing efforts, coordinating impactful advertising campaigns, supporting brand…
Added 54 mins ago
SC
Financial Advisor/ Senior Financial Advisor - Oakridge Branch
Servus Credit Union
AB · Calgary, AB
- Full-time
Reporting to the Branch Manager, your primary objective is to bring our noble purpose to life by developing long term relationships with members, building trust, and delivering customized…
Added 54 mins ago
IB
Events Manager
Indigo Books & Music
Toronto, ON
- $85,000 to $95,000 CAD / year
- Full-time
Proven track record planning and executing multi-channel, large-scale events from concept through post-event analysis.
Added 54 mins ago
HO
Manager, Policy Services
House of Commons (Canada) / Chambre des communes (Canada)
Ottawa, ON
- Full-time
The House of Commons’ Finance Services is currently looking to staff the Manager, Policy Services position.

RBC

Associate Portfolio Manager

Waterloo, ON, Canada

$66,000.00 - $105,000.00 · Full-time

Apply About employer

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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