Royal Bank of Canada

Associate Portfolio Manager

Royal Bank of Canada$70K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Chartered Financial Analyst (CFA) charter designation required
  • Undergraduate degree in business, finance, or economics preferred
  • Bilingual (English and French) essential for client interactions
  • Proficient in Microsoft 365, especially Excel
  • Graduate degree in business or finance is an asset
  • Financial planner diploma from the Institute of Financial Planning is a plus

Responsibilities

  • Support investment counsellors in managing client portfolios
  • Assist in creating customized investment strategies and proposals
  • Implement action plans to achieve or exceed performance goals
  • Monitor and rebalance portfolios according to investment policies
  • Develop and maintain detailed client profiles and relationship plans
  • Prepare for client meetings, including annual reviews and potential client discussions
  • Participate in presentations on investment strategies and analyses
  • Identify and address client portfolio management issues

Benefits

  • Comprehensive Total Rewards Program including bonuses and flexible benefits
  • Opportunities for professional development and coaching from leaders
  • Chance to make a meaningful impact in the community
  • Collaborative and supportive team environment
Full Job Description
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)
  • Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
  • Strong working knowledge of Microsoft 365 apps, especially 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.
  • A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • 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


Job Skills

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÉAL

City:

Montréal

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-04-13

Application Deadline:

2026-06-29
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

About Royal Bank of Canada

Royal Bank of Canada Careers

Join the dynamic team at Royal Bank of Canada (RBC), a global leader in financial services and a company committed to excellence and innovation. At RBC, we offer a wide range of job opportunities that empower professionals to shape their career paths with leadership, diversity training, and continuous growth.

Work You’ll Do

At Royal Bank of Canada, we are not just hiring; we are building a culture of innovation and leadership. Our team members are at the forefront of the financial industry, driving transformation and delivering targeted solutions that meet the evolving needs of our clients and communities.

Explore Job Opportunities and Employment at RBC

Whether you are starting your career or looking to take it to the next level, RBC offers positions that challenge your skills and fuel your ambition. From entry-level positions to leadership roles, our job opportunities span across various functions and regions. Join us and be part of a team that values professional growth and diversity.

Internship and Professional Development

Kickstart your career with an internship at Royal Bank of Canada. Our internships provide invaluable hands-on experience, networking opportunities, and insights into the financial services industry. Interns at RBC gain the skills necessary to excel and are often considered for full-time positions within the company.

Benefits and Culture

At RBC, we prioritize the well-being and satisfaction of our employees. Our benefits package is designed to support our team members at every stage of their life and career. RBC’s culture is built on a foundation of respect, integrity, and responsibility, fostering an environment where everyone can thrive.

Career Growth and Innovation

We believe in nurturing the potential of our employees through continuous learning and career development programs. At RBC, you will find endless opportunities to grow professionally through on-the-job experiences, formal training programs, and leadership development initiatives. Our commitment to innovation means we are constantly seeking out new ideas and perspectives, making RBC a perfect place for those who aim to lead and innovate.

Diversity and Inclusion

Diversity is our strength. At Royal Bank of Canada, we are committed to building an inclusive workplace where every employee feels valued and respected. Our diversity training programs are designed to educate and inspire, creating a more inclusive and equitable workplace.

Join Our Team

Search open positions that match your skills and interests. We look for passionate, curious, creative, and solution-driven team players. Start your journey with RBC today and be part of a world-class team known for its commitment to client service, community involvement, and innovation.

Stay Connected

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Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities awaiting you at RBC. Explore the possibilities with Royal Bank of Canada, where your future is filled with potential and the path to success is paved with countless opportunities for professional and personal growth. Join us and shape not just your career but the future of the financial industry.
Learn more about Royal Bank of Canada
Size
86,007 employees
Market Cap
$130.3 billion
Industry
5 Year Trend
+8.7%
NASDAQ

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