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.
What is the opportunity?As an Associate Portfolio Manager, you are a key member of a skilled team charged with 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 and provide the Investment Counsellors with recommendations for resolution of complex situations.
Attend client meetings as required, including prospect and annual review meetings.
Maintain timely written, verbal, and electronic communication with internal support groups and external contacts.
Assist in implementing action plans and proactively manage client portfolios to ensure best performance and service results for every client portfolio.
Assist in monitoring and rebalancing portfolios to ensure they are managed consistently with current Investment Policy Statements and portfolio risk‑management strategies and policies.
Contribute to meeting team objectives by retaining and growing the team’s high‑net‑worth customers.
Assist in developing a profile for each client,



which would include next steps to increase and solidify the relationship.
Input trades where required, address compliance requirements, and assist with ensuring all account documentation is completed.
What do you need to succeed?Must‑have
University degree in a related field (e.G., Economics and/or Business)
CFA designation (Chartered Financial Analyst)
Minimum 3 years portfolio management experience
Minimum 5 years investment industry experience
Robust individual contributor and great team player/support
Nice‑to‑have
CFP designation (Certified Financial Planner)
Marketing / Sales background
Demonstrated presentation skills
Fluency in English and French
What’s in it for you?We thrive on the challenge of being 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.
Challenging work
Variety of assignments
Financial strength and a robust brand
Prestige
Management that supports your work and progression
Salary and Bonus
The expected salary range for this position is $70,000 – $105,000, depending on your experience, skills,



and registration status, market conditions, and business needs. You have the potential to earn more through RBC’s robust discretionary bonus program, which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
RBC’s Compensation Philosophy
Drives RBC’s high‑performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above‑market shareholder value
Job SkillsClient Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services
Additional Job Details
Address: VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W: VANCOUVER
City: Vancouver
Country: Canada
Work hours/week: 37.5
Employment type: Full time
Platform: WEALTH MANAGEMENT
Job type: Regular
Pay type: Salaried
Posted date:
Application deadline:
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.
Our Employment OpportunitiesAt 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 celebrates 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, effect

📌 Associate Portfolio Manager (Toronto)
🏢 RBC PH&N Investment Counsel
📍 Toronto