Associate Portfolio Manager

RBC; Southwestern Ontario; On-site; CAD 67,000 - 110,000; Full time

Benefits offered by this job

Total rewards program with bonuses

Flexible benefits

Challenging, collaborative team

Job summary

RBC is seeking an Associate Portfolio Manager, PH&N Investment Counsel, to join a professional team delivering high‑performance investment counselling. You will work with seasoned Investment Counsellors to craft customized strategies for high net worth individuals, trusts and foundations. Visit RBCPHNIC for more information.

The role emphasizes client solution development, portfolio management and collaborative projects to enhance service and efficiency.

Qualifications

• Completion of CFA level I with intention to complete the designation.
• CSC designation.
• Minimum of 5 years investment industry experience.
• Portfolio management experience (3+ years).
• University degree in business and/or economics.

Responsibilities

• Proactively identify, investigate and resolve client inquiries and provide recommendations to Investment Counsellors.
• Develop, document and maintain client profiles with next steps for relationship growth.
• Participate in regional/national projects to improve client solutions and operational efficiencies.
• Assist in constructing customized investment strategies, models, proposals, and action plans for clients.
• Implement action plans and proactively manage client portfolios for high return and service.
• Ensure portfolios align with Investment Policy Statement parameters.

Skills

Client Counseling

Critical Thinking

Decision Making

Interpersonal Relationship Management

Education

Bachelor's degree in business or economics

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/

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

Pay Range

The expected pay range for this position is:

$67,000.00 - $110,000.00

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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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