Institutional Associate

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

Benefits offered by this job

Annual bonus

Flexible benefits

Career development

Team-oriented culture

Job summary

RBC Global Asset Management (RBC GAM) seeks an Institutional Associate to support the PH&N Institutional team with a focus on Core-Active Fixed Income. You will craft market analyses and create exhibits for portfolio managers, while contributing to research, risk modelling, and client reporting.

You will collaborate across RBC GAM to onboard and evolve client mandates, support business development, and deliver high-quality client content.

Qualifications

• Bachelor’s or advanced degree; commerce, economics or mathematics preferred.
• Minimum 5 years investment and financial services (or related) industry experience.
• CFA candidate or Charterholder.
• Actuarial credentials and experience would be considered an asset.
• Passion for capital markets and a strong desire to learn and impact on client outcomes.
• Superior literacy of Microsoft Office applications including Excel and PowerPoint.
• A flexible work schedule including the expectation that hours may extend during key busy periods.
• Excellent interpersonal and written/oral communication skills.
• A demonstrated track record as a high performer in a range of arenas from work to extra-curriculars with the ability to prioritize and multitask to tight deadlines with a very high degree of accuracy.
• A demonstrated ability to perform strongly as a team player, with the ability to be proactive and effective in independent tasks.
• Capable problem solver who demonstrates strategic thinking, common sense and sound judgement.

Responsibilities

• Directly support institutional portfolio managers by composing market analysis and slides.
• Contribute to research and creative analysis, including white papers, podcasts, portfolio structuring, risk modelling, seminars.
• Respond to information requests, manage cash flows, monitor compliance, and structure mandates for client strategies.
• Support interactions with clients, consultants and prospects by creating content for presentations and client reporting.
• Collaborate with institutional team members to support business development and evolution of mandates.
• Construct and maintain documentation for client mandates onboarding or evolution (IMAs, SIPPs, IPSs, KYC).

Skills

Collaboration

Financial Services

Investment Management

Investments

Microsoft Office

Multitasking

Prioritization

Proactive Behavior

Team Player

Teamwork

Education

Bachelor’s degree or higher

CFA candidate or Charterholder

Actuarial credentials (asset)

Tools

Excel

PowerPoint

Job description

Job Description

What is the opportunity?

RBC Global Asset Management (“RBC GAM”) is a North American-based asset management firm with global scope and a broad range of investment management capabilities. PH&N Institutional is the Canadian institutional business of RBC GAM and continually strives to be a thought leader amongst investment consultants and institutional clients alike, with a long-term track record of delivering high quality investment solutions and superior client service*. Please visit: https://institutional.phn.com for more information.

As an Institutional Associate you will provide support to the PH&N Institutional team, with a primary focus on Core-Active Fixed Income.

What will you do?

• Directly support institutional portfolio managers by leveraging your financial knowledge and understanding of market conditions to compose written market analysis and the creation of corresponding exhibits and slides to synthesize key technicals.
• Contribute to research and creative analysis efforts, including specialized white papers and podcasts, portfolio structuring, product development, risk modelling, and internal & external seminars.
• Respond to requests for information, manage cash flows, monitor compliance, and structure mandates in support of strategies employed by our institutional clients.
• Support our interactions with clients, consultants and prospects by creating content for presentations and managing the production, review, and distribution of period clients reporting, along with other forms of client communication.
• Collaborate with institutional team members to support key business development activities, and creative evolutions of existing mandates to reflect changes in objectives. Capture key client updates in our systems.
• Work with various teams across RBC GAM to construct and maintain appropriate documentation as client mandates onboard or evolve (e.g. IMAs, SIPPs, IPSs, KYC, etc.).

What do you need to succeed?

• Bachelor’s or advanced degree; commerce, economics or mathematics preferred.
• Minimum 5 years investment and financial services (or related) industry experience.
• CFA candidate or Charterholder.
• Actuarial credentials and experience would be considered an asset.
• Passion for capital markets and a strong desire to learn and impact on client outcomes.
• Superior Literacy of Microsoft office applications including key strengths in the use of Excel and Power Point.
• A flexible work schedule including the expectation that hours may extend during key busy periods.
• Excellent interpersonal and written/oral communication skills.
• A demonstrated track record as a high performer in a range of arenas from work to extra-curriculars with the ability to prioritize and multitask to tight deadlines with a very high degree of accuracy.
• A demonstrated ability to perform strongly as a team player, with the ability to be proactive and effective in independent tasks.
• Capable problem solver who demonstrates strategic thinking, common sense and sound judgement.

What’s in it for you?

• A comprehensive Total Rewards Program including annual bonus, flexible benefits, and competitive compensation.
• Leaders who support your development through coaching and managing opportunities.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.
• Opportunities to do challenging work.
• Opportunities to take on progressively greater accountabilities.
• PH&N Institutional was named a 2025 Best Asset Manager for Institutional Investors (Canada) – see details here; Greenwich Quality Leader awards in prior years recognized excellence in client service (see 2024 award details here for example). Recipients are determined via interviews with institutional investors in the region.

Job Skills

Collaboration, Financial Services, Investment Management, Investments, Microsoft Office, Multitasking, Prioritization, Proactive Behavior, Team Player, Teamwork

Additional Job Details

Address: RBC CENTRE, 155 WELLINGTON ST W:TORONTO

City: Toronto

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-08-07

Application Deadline: 2026-09-04

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 rage 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.