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Waterloo, Ontario, Canada
Onsite
Job Description
As an Associate Portfolio Manager, PH&N Investment Counsel, you are a member of a professional team responsible for building and managing a high performance investment counselling franchise. You will work with experienced Investment Counsellors to build customized investment strategies for high net worth individuals, trust, and charitable foundations. For further information, please visit: http://www.rbcphnic.com/
What will you do?
Proactively identify, investigate and resolve client inquiries and provide the Investment Counsellors with recommendations for resolution of complex situations
Develop, document and maintain a profile for each client including next steps to increase and solidify the relationship
Proactively participate in regional/national projects that seek to continuously improve upon client solutions as well as operation efficiencies.
Assist in the construction of customized investment strategies, models, proposals, and action plans for existing and potential clients.
Implement action plans and pro-actively manage client portfolios to ensure highest level of return and service to the client.
Ensure client portfolios are structured and managed within parameters outlined in the Investment Policy Statement.
What do you need to succeed?
Must Have
Successful completion of CFA level 1 with intention to complete
CSC
Minimum of 5 years Investment industry experience
Portfolio management experience (3 years plus)
University Degree (preferably in business and/or economics)
Nice to Have
CFA designation
CIM designation
CFP designation
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
The opportunity to do challenging work in a dynamic, collaborative, progressive and high-performing team
Opportunities to build close relationships with clients
Job Skills
Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product ServicesAdditional Job Details
Address:
95 KING ST S:WATERLOOCity:
WaterlooCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedPosted Date:
2026-11-03Application Deadline:
2026-11-18Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Compensation 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 Range
The expected pay range for this position is:
$67,000.00 - $110,000.00The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay range for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.
You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
