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Added 14 mins ago
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Customer Experience Associate
TD
Kamloops, BC
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 14 mins ago
T
Data Designer II
TD
Toronto, ON
- Full-time
Ensure business operations follow applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals and physical control of assets)
Added 14 mins ago
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Personal Banking Associate Trainee
TD
Keswick, ON
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 14 mins ago
T
Personal Banking Associate Trainee
TD
Waterford, ON
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 14 mins ago
T
Customer Experience Associate
TD
Sarnia, ON
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 14 mins ago
T
Customer Experience Associate - Lassomption
TD
L'Assomption, QC
- Part-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 14 mins ago
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Senior Personal Banker - Investing Networking Event
TD
Airdrie, AB · Calgary, AB
- Full-time
Certificate in Financial Services Advice (CFSA) within 90 days of hire of start date
Added 14 mins ago
T
Personal Banker Trainee
TD
Keswick, ON
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 14 mins ago
T
Senior Personal Banker - Home Borrowing Trainee Networking Event
TD
Airdrie, AB · Calgary, AB
- Full-time
Certificate in Financial Services Advice (CFSA) within 6 months of start date
Added 14 mins ago
T
Personal Banker Trainee
TD
Saskatoon, SK
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 14 mins ago
Managed Accounts Analyst
Richardson Wealth Ltd
Toronto, ON
Reporting to the Manager of Managed Accounts, the incumbent will be responsible for account data management and trading operations within the Managed Accounts group.
Added 14 mins ago
Manager HOPE Program
360°kids
Markham, ON
The Manager of HOPE Program oversees all aspects of the HOPE program. Duties include: managing the day-to-day operations (e.g. provision of recreation, community supports, outreach, etc.);…
Added 14 mins ago
DC
Working Site Lead-Timmins
Dr Clean
Timmins, ON
- Full-time
Dr. Clean Inc. is a trusted cleaning services provider with over 15+ years of experience serving businesses across Ontario. With offices in Sudbury, Timmins, and the Greater Toronto Area,…
Added 14 mins ago
TS
Justice Support Worker
The Salvation Army Canada and Bermuda Territory
Regina, SK
- Full-time
Report on, make recommendations, and provide input and support to the ED/Corps officer/Manager as it relates to the hiring, supervision, training, performance management and termination of…
Added 14 mins ago
CG
Senior Internal Auditor
Canada Guaranty
Toronto, ON
- $85,000 to $100,000 CAD / year
- Full-time
…honoured to be recognized as among the Best Workplaces™ in Financial Services & Insurance (2024, 2025, 2026), Best Workplaces™ in Ontario (2024, 2025), Best Workplaces™ for Mental Wellness…
Added 14 mins ago
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Project Coordinator, Clinical Informatics
Sanya’k̓ula
Vancouver, BC
- Full-time
…project management team, works in collaboration with the Project Manager and Executive Director to identify and prioritize projects, and is responsible for the coordination of projects,…
Added 14 mins ago
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Protein Category Manager
Brunel
NS · Nova Scotia, Canada
- Full-time
We are hiring a Protein Category Manager for one of our food service clients based in Amherst, Nova Scotia. The Protein Category Manager will spearhead the incremental growth of the…
Added 14 mins ago
A
Executive Assistant
Altis
Ottawa, ON
- $71,000 to $87,000 CAD / year
- Full-time
…access to coaching and connecting you directly with the hiring manager. And rest assured, all our services are free of cost for…
Added 29 mins ago
CT
Shift Manager
Canadian Tire Corporation
Brampton, ON · AJ Billes Distribution Centre [AJBDC]
- Full-time
…With more than 90 Owned Brands, over 1,600 retail locations, financial services, exemplary e-commerce capabilities, and exciting market-leading merchandising strategies. We dream big and…
Added 29 mins ago
Product Manager, Digital Banking (18 Month Contract)
EQ Bank | Canada's Challenger Bank
Toronto, ON
…Banking and working alongside senior management, the Product Manager is responsible for devising strategies and leading projects to optimize customer service via Equitable Bank’s digital…
Added 29 mins ago
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Estate Insurance Associate
BMO
Toronto, ON · Vaughan, ON · VMC
- Full-time
…in support of Estate and Insurance Advisors (EIA). Provides services to EIA, their clients and business partners ensuring operational processes and compliance regulations are followed in…
Added 29 mins ago
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Director, Capital Markets - Capital Allocation & Management
BMO
Toronto, ON · FCP
- Full-time
BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to…
Added 29 mins ago
MG
Equiptment Manager
Mississaugua Golf & Country Club
ON · Mississauga, ON
- Full-time
The Mississaugua Golf and Country Club is seeking a Equipment Manager to oversee the maintenance, servicing, repair, and upkeep of all golf-related machinery and equipment. This role is…
Added 29 mins ago
AB
Procurement Specialist – Procurement
Alberta Blue Cross
AB · Hybrid
- Full-time
Reporting to the Manager, Strategic Sourcing and Procurement, the Procurement Specialist supports assigned spend categories by coordinating contract renewals, executing low to medium dollar…
Added 29 mins ago
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Billing Specialist
Manulife
Halifax, NS · Kitchener, ON · Toronto, ON · Waterloo, ON · Montreal, QC
- Full-time
The ASO Billing Specialist is responsible for ensuring accurate and timely billing for Administrative Services Only (ASO) accounts. This role involves daily monitoring and management of…

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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