Build customized investment strategies at RBC PH&N; Investment Counsel in Edmonton, using portfolio management expertise for high-net-worth clients. Support experienced Investment Counsellors and deliver careful client service.
As an Associate Portfolio Manager, you will help construct and manage strategies for individuals, trusts, and charitable foundations. You will investigate client inquiries, monitor portfolios, and support investment decisions. The position combines investment management, client communication, portfolio rebalancing, and compliance administration within RBC’s wealth management platform.
Key Responsibilities: Investigate client inquiries and recommend resolutions for complex situations
Attend prospect and annual review meetings as required




Maintain timely communication with internal and external contacts
Monitor and rebalance portfolios against Investment Policy Statements
Input trades and complete account documentation requirements
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
Certified Financial Planner designation is considered an asset
Bring portfolio management, client counselling, and critical thinking skills to RBC PH&N; Investment Counsel’s Edmonton team.

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📌 Associate Portfolio Manager Edmonton (Alberta)
🏢 RBC
📍 Alberta