Associate Portfolio Manager

Royal Bank of Canada>; Edmonton; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution in Canada is seeking an Associate Portfolio Manager to manage investment portfolios for high-net-worth clients. You will identify and resolve client inquiries and monitor portfolio performance. The ideal candidate has a degree in Economics or Business, CFA designation, and considerable experience in portfolio management. This role offers competitive compensation and opportunities for professional growth.

Benefits

Challenging work

Variety of assignments

Supportive management

Strong brand prestige

Qualifications

• Minimum 3 years of portfolio management experience.
• Minimum 5 years of investment industry experience.
• Strong individual contributor skills and team support abilities.

Responsibilities

• Proactively identify and resolve client inquiries.
• Attend client meetings as required.
• Monitor and rebalance portfolios.
• Contribute to team objectives by growing high-net-worth clients.

Skills

Client Counseling

Critical Thinking

Decision Making

Interpersonal Relationship Management

Investment Banking

Investment Consulting

Investment Management

Private Banking

Product Services

Education

University Degree in Economics, Business, or related field

CFA Designation

Job description

Job Summary

Job Description

What is the opportunity?

RBC PH&N Investment Counsel (“RBC PH&N IC”) is one of Canada’s leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary investment management and privileged access to the expertise of our RBC Wealth Management Services team, which includes highly accredited lawyers, accountants, and financial planning specialists.

As an Associate Portfolio Manager, you will be a key member of a professional team responsible for building and managing a high-performance investment counselling franchise. You will work with experienced Investment Counsellors to construct customized investment strategies for high-net-worth individuals, trusts, and charitable foundations.

What will you do?

• Proactively identify, investigate, and resolve client inquiries, providing Investment Counsellors with recommendations for complex situations.
• Attend client meetings as required, including prospect and annual review meetings.
• Maintain timely written, verbal, and electronic communication with support groups internally and with external contacts.
• Assist in implementing action plans and proactively manage client portfolios to ensure optimal performance and service results.
• Monitor and rebalance portfolios to ensure they align with current Investment Policy Statements and risk management strategies.
• Contribute to team objectives by retaining and growing high-net-worth clients.
• Assist in developing client profiles, including next steps to increase and solidify relationships.
• Input trades, address compliance requirements, and ensure all account documentation is completed.

What do you need to succeed?

Must-have

• University Degree in Economics, Business, or related field
• CFA Designation (Chartered Financial Analyst)
• Minimum 3 years of portfolio management experience
• Minimum 5 years of investment industry experience
• Strong individual contributor skills and team support abilities

Nice-to-have

• CFP Designation (Certified Financial Planner)
• Marketing or Sales background
• Demonstrated presentation skills
• Fluency in English and French

What’s in it for you?

We thrive on challenges, progressive growth, and working together to deliver trusted advice that helps our clients thrive and communities prosper. We care about supporting each other, reaching potential, making a difference, and mutual success.

• Challenging work
• Variety of assignments
• Financial strength and a strong brand
• Prestige
• Supportive management for your work and progression

Job Skills

Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services

Additional Job Details

Address: 10111 104 AVE NW EDMONTON

City: EDMONTON

Country: Canada

Work hours/week: 37.5

Employment Type: Full-time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-07-30

Application Deadline: 2025-08-16

Note: Applications will be accepted until 11:59 PM on the day prior to the deadline.

Inclusion and Equal Opportunity Employment

At RBC, we believe a diverse and inclusive workplace is essential to our growth. We foster a respectful environment where employees can perform at their best, collaborate effectively, innovate, and grow professionally, aligning with our Purpose to create value for clients and communities.

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