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Added 10 mins ago
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Client Engagement Associate [Hourly]
CIBC
Hamilton, ON · London, ON · Eastgate Square - Hamilton
- Part-time
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
Added 25 mins ago
FF
Seasonal Associate - Famous Footwear
Famous Footwear
ON · Greater St-Catharines-Niagara Metropolitan Area
- Temporary
As a Famous Footwear Seasonal Associate, you are passionate about providing the best shoe store experience for every customer. You do this by creating a welcoming environment and in-store…
Added 25 mins ago
Store Associate
Sherwin-Williams
London, ON · Stoney Creek, ON
Added 25 mins ago
WF
Inventory Finance – Commercial Associate
Wells Fargo
Mississauga, ON
- Full-time
…commercial banking, business-to-business lending, customer relationship management and growing a commercial portfolio…
Added 25 mins ago
WF
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.
Added 25 mins ago
WF
Vendor Finance – Commercial Associate
Wells Fargo
Mississauga, ON
- Full-time
…vendors and have strong organizational, coordination and time management skills allowing you to handle multiple transactions in parallel. You are interested in being an integral part of the…
Added 39 mins ago
CO
Associate Orthodontist - Paleczny Orthodontics
Corus Orthodontists
Quebec, QC
- Internship
Associate Orthodontist – Partnership Opportunity
Added 39 mins ago
WC
(CAN) Staff Pharmacist
Walmart Canada
Brooks, AB
- Full-time
Establish and develop a strong working relationship with Professional Services District Manage and other stakeholders.
Added 39 mins ago
WC
(CAN) Staff Pharmacist
Walmart Canada
Brooks, AB
- Full-time
Establish and develop a strong working relationship with Professional Services District Manage and other stakeholders.
Added 39 mins ago
WC
Staff Pharmacist
Walmart Canada
New Westminster, BC
- Full-time
Establish and develop a strong working relationship with Professional Services District Manage and other stakeholders.
Added 39 mins ago
WC
Staff Pharmacist Full Time
Walmart Canada
Burnaby, BC
- Full-time
Establish and develop a strong working relationship with Professional Services District Manage and other stakeholders.
Added 39 mins ago
Retail Sales Associate, Sunrise Shopping Centre
Bell
Kitchener, ON
Added 54 mins ago
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Associate Portfolio Manager
RBC
Waterloo, ON
- Full-time
Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management,…
Added 1 hour ago
PA
Sales Associate Labrador Region
PAL Airlines
Happy Valley-Goose Bay, NL
- Full-time
We're looking for a Full-Time Fixed-Term Sales Associate who is passionate about Labrador and excited to help strengthen relationships throughout the region. In this role, you'll build…
Added 1 hour ago
CO
Associate Orthodontist - Shoreline Orthodontics
Corus Orthodontists
Campbell River, BC
- Full-time
…modern practice? Shoreline Orthodontics is excited to welcome an Associate Orthodontist to join our growing team, working alongside Dr. Paul Helpard, Dr. Michelle Kosmowski, and Dr. Amanda…
Added 1 hour ago
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Temporary Sales Associate
Coach
Ottawa, ON
- Part-time
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 1 hour ago
CO
Associate Orthodontist - Smile Big Orthodontics
Corus Orthodontists
AB · Alberta, Canada
- Full-time
Associate Orthodontist – Partnership Opportunity
Added 1 hour ago
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Temporary Sales Associate
Coach
Ottawa, ON
- Part-time
The Sales Associate is the front‑line ambassador of the Coach brand. You will deliver an elevated, personalized shopping experience, meet personal and store sales goals, and support daily…
Added 1 hour ago
LB
Analyst, Middle Office
Laurentian Bank
Toronto, ON
- Full-time
…institutional division as well as the other divisions as required. The associate will collaborate with the other Middle office team members as well as with other areas within LBS including…
Added 1 hour ago
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Customer Experience Associate
TD
Sherwood Park, AB
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 1 hour ago
GF
Customer Service Representative (Motivator) - Burnaby Northgate
GoodLife Fitness
Burnaby, BC
- 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 1 hour ago
C
Business Development Associate
Corpay
Toronto, ON
- Full-time
Corpay is currently looking to hire a Business Development Associate. This position falls under our Cross Border line of business and is located in Toronto, Canada. In this role you’ll…
Added 1 hour ago
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Associate, Enterprise Strategy and Corporate Development
CIBC
Toronto, ON
- Full-time
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
Added 1 hour ago
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Client Service Associate, BMO Nesbitt Burns
BMO
Calgary, AB · CALG
- Full-time
…professionals operate within a collaborative, team based wealth management model spanning Investment Management, Private Banking, Wealth Planning, and Trust & Estate. This integrated…
Added 1 hour ago
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Personal Banking Associate
BMO
Vancouver, BC
- Full-time
Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.

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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