09 Aug
|
RBC
|
Quebec City
What is the opportunity?
A member of RBC Phillips, Hager & North Investment Counsel, the Associate Portfolio Manager works with experienced investment counsellors to construct customized investment strategies for high‑net‑worth individuals, trusts, and charitable foundations. This long‑term support role is designed to help investment counsellors implement a strategy, and manage and monitor the client portfolio on a regular basis.
What will you do?
Support the investment counsellor in managing client portfolios
Assist in the construction of customized investment strategies, models, proposals, and action plans for existing and potential clients
Implement action plans and proactively manage client portfolios to achieve or exceed performance goals
Monitor and rebalance client portfolios to ensure they are managed in accordance with the investment policy statements and portfolio risk management strategies and policies
Develop, document, and maintain a profile for each client including next steps to deepen and solidify the relationship
Assist as required in preparing client meetings, including annual review meetings and meetings with potential clients
Participate in analyst presentations on investment strategy and analysis
Review and respond to risk management reports
Proactively identify and review client portfolio management issues and recommend solutions to investment counsellors to resolve them
What do you need to succeed?
Must‑have
Chartered Financial Analyst (CFA) charter designation
Undergraduate degree (preferably in business, finance or economics)
Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
Strong working knowledge of Microsoft 365 apps, especially Excel
Nice‑to‑have
Graduate degree (preferably in business or finance)
Financial planner diploma granted by the Institute of Financial Planning
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, competitive compensation, commissions, and stock where applicable
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, team-oriented, progressive, and high‑performing team
Job Skills
Additional Job Details
Address: 2828 BOUL LAURIER:QUÉBEC
City: Québec
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date: 2026-08-03
Application Deadline: 2026-08-19
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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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📌 Associate Portfolio Manager- EN (Quebec City)
🏢 RBC
📍 Quebec City