Job Description

What is the opportunity?RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.
The Ascendant Wealth Partners (AWP) team is a Toronto-based boutique investment management firm within RBC Dominion Securities that is committed to a holistic approach, integrating financial, tax, and legal considerations with a focus on client service. This highly performing Advisory Team consists of 30 professionals, including 7 Partners, and is entrusted with managing over $8 Billion of capital offering unbiased, personalized advice to families and institutions.
The Ascendant Wealth Partners (AWP) team is currently seeking a dynamic and experienced Associate Portfolio Manager who excels in crafting tailored investment strategies for our high-net-worth clientele. The successful candidate will help shape the execution of our investment management and asset allocation strategies. This person will be a key member of the AWP team and will report directly to the heads of AWP’s Investment Research and Asset Allocation, respectively.
What will you do?Contribute to tactical asset allocation analysis and decisions based on macro-economic conditions and quantitative analysis.
Perform portfolio construction and optimization across asset classes.
Prepare asset allocation materials and present recommendations to Asset Allocation committee and AWP partners.
Support client communication by articulating asset allocation recommendations and market outlook.
Stay current on global economic trends and research.




Perform ad-hoc deep analysis on specific asset classes, as required.
Prepare investment committee materials.
Be involved in third party manager due diligence and monitoring.
Lead third party manager peer benchmarking, quantitative analysis and qualitative review process.
What do you need to succeed?Must HaveUniversity Degree in a related field (Economics and/or Business)Chartered Financial Analyst designation or CFA Level 1 with willingness to work towards completion3-5 years’ experience in asset allocation or investment strategy within the investment management industryExceptional written and verbal communication in EnglishExperience working in a collaborative team environmentStrong understanding of portfolio theory and asset allocation modelsProficient in Excel and other portfolio analytic systems such as FactSet, Bloomberg etcNice to HaveCFP Designation (Certified Financial Planner)Experience with capital market assumptions, scenario analysis and portfolio optimization toolsWhat’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 adaptable benefits,



competitive compensation, commissions, and stock where applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to take on progressively greater accountabilitiesOpportunities to build close relationships with clientsJob SkillsAnalytical Thinking, Client Service, Communication, Finance Strategy, Financial Services Industry, Investments, Investment Strategies, Teamwork, Wealth ManagementAdditional Job DetailsAddress:
170 BLOOR ST W TORONTOCity:
TorontoCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedPosted Date:
Application Deadline:
Note:
Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveCompensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.
Pay RangeThe expected pay range for this position is:$55,000.00
- $90,000.00This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to:1.5xRBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.
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

📌 Associate Portfolio Manager (Toronto)
🏢 RBC Dominion Securities
📍 Toronto