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Added 24 mins ago
Senior Customer Associate - West Springs Branch, AB (30 hours/week) Contract- September, 2027
Scotiabank
Calgary, AB
Our Senior Customer Experience Associates 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 24 mins ago
Total Wealth Planning Associate, National Support - Toronto, ON
Scotiabank
Toronto, ON
As a Total Wealth Planning Associate, you will be part of the Central Planning Group, supporting Scotiabank Advisors across Canada, including Scotia Wealth, Scotia Financial Planning and…
Added 24 mins ago
Customer Experience Associate - Hamilton Road & Highbuty Avenue
Scotiabank
London, 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 24 mins ago
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Customer Experience Associate, Part-Time - 160 & 82nd St. Branch, Edmonton, AB (26.25 Hours/Week)
Scotiabank
Edmonton, AB
- Part-time
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 1 hour ago
ScotiaMcLeod Administrative Associate - London, ON
Scotiabank
London, ON
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
Added 1 hour ago
Customer Experience Associate - Centre Mall, Hamilton (15 hours)
Scotiabank
Hamilton, 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 1 hour ago
Customer Service Representative - Barrie Financial Centre, Barrie (30 hrs/week)
Scotiabank
Barrie, 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 1 hour ago
R
Manager, Royal Mutual Funds Inc (RMFI) Surveillance
RBC
Toronto, ON
- Full-time
…sales practices) associated with the supported Capital Markets, Wealth Management businesses, Royal Mutual Funds Inc. (RMFI) and Global Asset…
Added 1 hour ago
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Client Care Associate - Group Retirement Services
Navacord
Elmira, ON
- $50,000 to $60,000 CAD / year
- Full-time
We are looking for a motivated individual with strong technical and organizational skills to join our Wealth Management Team, in our Elmira, Ontario office. As a member of our team, you…
Added 1 hour ago
HI
Auto Associate
HUB International Canada
Duncan, BC
- Full-time
As an Auto Associate, you’ll play a key role in driving business success. You’ll actively sell insurance solutions, hit performance targets, and deliver an exceptional customer experience.…
Added 2 hours ago
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Senior Private Banking Associate
CIBC
Mississauga, ON
- Full-time
…which increases overall profit contribution to CIBC Private Wealth Management. As a Senior Private Banking Advisor, you will provide exceptional service to Private Banking clients by…
Added 2 hours ago
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Investment Associate, Private Wealth
BMO
Markham, ON · UPMA
- Full-time
…and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment…
Added 3 hours ago
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Estate Insurance Associate
BMO
Toronto, ON · Vaughan, ON · VMC
- Full-time
Provides exceptional client experience and service to ensure client needs are met or exceeded to enhance sales activities, referrals and client retention.
Added 3 hours ago
NB
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 3 hours 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 3 hours ago
Portfolio Analyst
Scotiabank
Toronto, ON
…field as necessary to deliver a seamless and efficient client experience by managing cash requirements and ongoing portfolio management for portfolios adhering to the centralized models.…
Added 3 hours 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 3 hours ago
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Supervisor
Wellington-Altus
AB · Toronto, ON · Calgary, AB
- Full-time
Founded in 2017, Wellington-Altus Private Wealth Inc. (Wellington-Altus) is Canada's top-rated* investment dealer and a subsidiary of Wellington-Altus Financial Inc., one of Canada’s Top…
Added 4 hours ago
R
Associate Portfolio Manager
RBC
Waterloo, ON
- Full-time
Minimum of 5 years Investment industry experience
Added 5 hours ago
B
Client Service Associate, BMO Nesbitt Burns
BMO
Calgary, AB · CALG
- Full-time
…and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment…
Added 5 hours ago
RD
Experienced Administrative Associate
RBC Dominion Securities
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
Role Description This full-time, on-site Administrative Associate role is based in the downtown Vancouver and supports the day-to-day operations of a discretionary wealth management…
Added 5 hours ago
Associate Director, Trade & Working Capital Solutions, Global Transaction Banking
Scotiabank
Toronto, ON
3-5 years of relevant corporate banking experience
Added 5 hours ago
Customer Experience Associate - Centerpoint Mall, North York, ON (22.50 hours/week)
Scotiabank
Toronto, ON · North York, ON
Our Customer Experience Associates 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 their…
Added 5 hours ago
Customer Experience Associate - Brentwood Shopping Centre, Burnaby BC (18.75hrs/week)
Scotiabank
Burnaby, BC
Our Senior Customer Experience Associates 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 5 hours ago
AW
Bilingual Customer Success Associate
Agora Wealth
Toronto, ON
- Full-time
We are a modern AI wealth management platform built for independent advisors and dealer partners who want to grow, operate efficiently, and deliver better client outcomes - without…

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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