As a strategic member of a national senior management team, you will providing specialized support and operational guidance within a reputable and growing high performance investment counselling firm.

You will be working closely with Managing Directors, Investment Counsellors and Associate Portfolio Managers to provide leadership and guidance for activities and processes related to managing client investment portfolios, including client discovery, Investment Policy Statements, suitability, asset allocation, portfolio construction, risk alerts, performance attribution and reporting.

What will you do?

Pro-actively participate in regional/national projects to continuously improve portfolio management

Prepare pre-approval review of all Investment Policy Statements

Act as a key resource regarding complex files – with an excellent understanding of portfolio theory, the tax and regulatory environment and related wealth management considerations

Manage client investment portfolios, including client discovery, suitability, asset allocation, portfolio construction, risk alerts and performance

Understand High Net Worth (HNW) client expectations

Maintain mandatory governance reporting; be audit-oriented

Facilitate quick identification and mitigation of business risks.

Identify unique/individual training needs and deliver training programs

What do you need to succeed?
Must-have

University Degree (preferable in Business and/or Economics)

Minimum 10-years investment industry experience

Outgoing personality and ability to confidently communicate compliance and portfolio management issues, build trust and credibility

In-depth understanding of the regulatory setting/corporate governance

Strong analytical, problem-solving and organizational skills

Ability to understand business risks, exhibit solid judgment and decision-making

Nice-to-have

Experience with Canadian Wealth Management (CWM)



operating systems would be an asset

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.

Work in a agile, collaborative, progressive, and high-performing team

Ability to make a difference with a lasting impact, doing challenging work

A comprehensive Total Rewards Program including bonuses and flexible benefits, and excellent compensation structure

Job Skills

Auditing

Audits Compliance

Data Gathering Analysis

Decision Making

Ethical Business

Fraud Management

Internal Controls

Interpersonal Relationship Management

Results-Oriented

Risk Management

Additional Job Details

Address: 3300 HWY 7:VAUGHAN

City: Vaughan

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type:

Published Date: 2026-08-19

Application Deadline: 2026-09-12

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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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📌 Regional Manager, Governance (Ontario)
🏢 Royal Bank of Canada
📍 Ontario