Manage customized portfolios in Edmonton with RBC PH&N; Investment Counsel, applying portfolio management expertise and client relationship skills. Support high-net-worth clients and small business owners.

As an Associate Portfolio Manager, you will work with experienced Investment Counsellors on customized strategies for individuals, trusts, and charitable foundations. You will investigate client inquiries, support portfolio management, and contribute to a high-performance investment counselling franchise. The position is full time at RBC PH&N; IC.

Key Responsibilities:

- Investigate client inquiries and recommend resolutions for complex situations
- Attend prospect and annual review meetings as required
- Monitor and rebalance portfolios against Investment Policy Statements




- Input trades and complete account documentation
- Develop client profiles and relationship-building next steps

Requirements:

- University degree in Economics, Business, or related field
- Chartered Financial Analyst designation
- Minimum three years of portfolio management experience
- Minimum five years of investment industry experience
- Solid individual contributor and team support skills

Apply portfolio management, client counseling, and critical thinking skills supporting customized wealth strategies at RBC PH&N; IC.

📌 Associate Portfolio Manager Edmonton
🏢 RBC
📍 Edmonton