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.

Job Description

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)
- Strong working knowledge of Microsoft 365 apps, 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.

- 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

Your career + Your life

- Competitive total rewards: market-rate compensation, performance bonuses, flexible benefits.
- Explicit pathways to growth: mentorship from leaders invested in your development, and progressive opportunities across RBC

Your impact

- Own meaningful projects that drive real change for clients
- Collaborate with diverse, high-performing teams solving complex challenges
- Contribute to communities and causes you care about through our social impact initiatives

Your development

- Access learning and skill-building opportunities tailored to your goals
- Expand your horizons across RBC's diverse business units and roles
- Build your professional network with talented people across the organization

Job Skills

Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services

Additional Job Details

Address

ROYAL BANK PLAZA, 200 BAY ST: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

2026-10-23

Application Deadline

2026-11-06

Note

Applications will be accepted until 11:59 PM on the day prior

📌 Associate Portfolio Manager (Canada)
🏢 RBC
📍 Canada