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Valve Technician
Wajax
Edmonton, AB
- Full-time
Communicate equipment servicing needs as required with Branch Supervisor/Manager.
Added 2 mins ago
T
Actuarial Analyst I - Project Development & Optimization
TD
Toronto, ON
- Full-time
…career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future…
Added 2 mins ago
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Supervisor
Wellington-Altus
AB · Toronto, ON · Calgary, AB
- Full-time
Designation as Chartered Investment Manager (CIM) or Chartered Financial Analyst (CFA).
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Bodily Injury Claims Advisor
TD
Calgary, AB · Burlington, ON
- Full-time
…three million clients, TD Insurance authorized products and services are available online, over the phone, and through a network of more than 1,000 TD Canada Trust branches. In Canada, we…
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Team Manager, Bodily Injury
TD
Burlington, ON · Markham, ON
- Full-time
…more than three million clients, TD Insurance products and services are available through a network of more than 1,000 TD branches and…
Added 2 mins ago
FC
Group, Administration II
First Canadian Financial Group
Edmonton, AB
- Full-time
A division of an established Canadian financial services organization, we have the stability and resources behind us to build for the future while remaining small enough that talented…
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Legal Counsel
Trulioo
Remote, Canada
- $130,000 to $150,000 CAD / year
- Full-time
- Remote
Draft, review, negotiate and manage technology and commercial agreements, including master services agreements, inbound data supplier and licensing agreements, data processing terms,…
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Nurse Practitioner, Part-Time
Felix
Remote, Canada
- Part-time
- Contract
- Remote
Professional Development: plenty of opportunities to connect and learn from some of Canada’s leading physicians in weight loss, menopause and virtual care.
Added 2 mins ago
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Nurse Practitioner, Full-Time
Felix
Remote, Canada
- Full-time
- Contract
- Remote
Professional Development: plenty of opportunities to connect and learn from some of Canada’s leading physicians in weight loss, menopause and virtual care.
Added 2 mins ago
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Cyber Incident Response Commander (Contract)
Sopra Steria
Montreal, QC
- Full-time
Our client operates a worldwide network of vessels, ports, terminals and logistics services, and relies on a dedicated cyber defence organisation to protect its operations around the clock.…
Added 2 mins ago
UH
Senior Manager, UHN West Park Assessment Centre
University Health Network
Toronto, ON
- Full-time
…comprehensive, multidisciplinary, objective third-party assessment services to insurers, the medical-legal and disability management community, and employers. One hundred percent of the…
Added 2 mins ago
RB
Senior Relationship Manager Agriculture, Commercial Financial Services
Royal Bank of Canada
Steinbach, MB · MB · PEMBINA, Manitoba
- Full-time
…what sets you apart from the crowd. This role is all about professional relationship management and delivering top-tier financial advice in an end-to-end industry, whose specialized…
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Proposal Supervisor
AECOM
Mississauga, ON
- $98,000 to $125,000 CAD / year
- Full-time
There has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your bold ideas and big…
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Civil / Environmental Engineer
AECOM
Burnaby, BC
- $75,000 to $105,000 CAD / year
- Full-time
There has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your bold ideas and big…
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Chef Manager (B&I food services)
Dexterra
Mississauga, ON
- $65,000 to $75,000 CAD / year
- Full-time
Dexterra Group (TSX: DXT) is a leading provider of support services and infrastructure support solutions across Canada and the United States. Through our diverse businesses, we deliver…
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Senior Project Manager – Operational Systems & Digital Solutions
CIMA+
Mississauga, ON · Toronto, Ontario
- $125,440 to $172,440 CAD / year
- Full-time
We are specifically looking for a senior professional with experience in technology systems and digital solutions that directly support physical operations, infrastructure and operational…
Added 3 mins ago
Senior Project Manager - Wastewater Treatment Services
CDM Smith
Burnaby, BC
CDM Smith has an exciting opportunity for an experienced Senior Project Manager to join our Canada group and lead municipal drinking water, wastewater treatment, and pump station projects…
Added 17 mins ago
OO
Manager, Finance & Facilities
Ontario Ombudsman
Toronto, ON
- $102,167 to $153,251 CAD / year
- Full-time
We are seeking an experienced finance professional to join our team as Manager, Finance and Facilities. Reporting to the Chief Financial Officer, the Manager, Finance and Facilities is…
Added 17 mins ago
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Senior HR Advisor
OCS
ON · Essex, ON
- Full-time
…turnover in excess of £2bn. We deliver innovative, award-winning services within facilities management, hard services, cleaning, security and…
Added 18 mins ago
NC
Primary Worker
Native Counselling Services of Alberta
Red Deer, AB
- $25 CAD / hour
- Internship
Native Counselling Services of Alberta’s mission is to promote the resilience of the indigenous individual and family, through programs and services that are grounded in reclaiming our…
Added 18 mins ago
GC
Site Administrator with Leasing
Greenwin Corp.
Toronto, ON
- Full-time
…residents. The Site Administrator will support the Property Manager (PM) in maintaining smooth operations and enhancing resident…
Added 18 mins ago
PC
Transaction Services Manager - Financial Services (Bilingual FR/EN)
PwC Canada
Montreal, QC
- Full-time
As a Transaction Services Manager (Bilingual FR/EN) , you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client service and operational…
Added 18 mins ago
XI
Director of Procurement
Xplore Inc.
Markham, ON
- Full-time
…customer premises equipment, IT hardware, software and cloud, professional and managed services, logistics, fleet and facilities, and corporate indirect…
Added 18 mins ago
DC
Director, Indigenous Academic Initiatives
Douglas College
New Westminster, BC
- $103,701 to $138,268 CAD / year
- Full-time
…basis, subject to operational requirements and approval by their…
Added 18 mins ago
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Civil/Environmental Engineer
AECOM
Burnaby, BC
- $75,000 to $105,000 CAD / year
- Full-time
There has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your bold ideas and big…

RBC

Associate Portfolio Manager

Waterloo, ON, Canada

$66,000.00 - $105,000.00 · Full-time

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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.

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.

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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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