Job Summary Job Description What is the opportunity? RBC PH&N Investment Counsel (“RBC PH&N IC”) is one of Canada’s leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary investment management and privileged access to the expertise of our RBC Wealth Management Services team which includes highly accredited lawyers, accountants, and financial planning specialists. As an Associate Portfolio Manager , you are a key member of a professional team charged with building and managing a high performance investment counselling franchise, the Associate works with experienced Investment Counsellors to construct customized investment strategies for high net worth individuals, trust, and charitable foundations. Please visit: http://www.rbcphnic.com for more information. What will you do? Proactively identify, investigate and resolve client inquiries and provide the Investment Counsellors with recommendations for resolution for complex situations Attend client meetings as required, including prospect and annual review meetings Proactively maintain timely written, verbal and electronic communication with other support groups internally and with external contacts Assist in implementing action plans and proactively manage client portfolios to ensure best performance and service results for every client portfolio Assist in monitoring and rebalancing portfolios to ensure they are managed consistently with current Investment Policy Statements and portfolio risk management strategies and policies Contribute to meeting team objectives by retaining and growing the team’s high net worth customers As an APM, you would assist in developing a profile for each client which would include next steps to increase and solidify the relationship You will input trades where required, address compliance requirements and assist with ensuring all account documentation is completed What do you need to succeed? Must-have University Degree in a related field ( Economics and/or Business ) CFA Designation ( Chartered Financial Analyst ) Minimum 3 years portfolio management experience Minimum 5 years investment industry experience Nice-to-have CFP Designation ( Certified Financial Planner ) Marketing / Sales Background Demonstrated presentation skills Fluency in English and French 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. Challenging work Variety of assignments Financial strength and a strong brand Prestige Management that supports your work and progression Job Skills Additional Job Details Address: 333 7 AVE SW:CALGARY City: CALGARY Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2025-05-27 Application Deadline: 2025-06-14 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At 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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 84,000+ employees who bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to more than 16 million clients in Canada, the U.S. and 34 other countries. Learn more at rbc.com.? We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at rbc.com/community-social-impact.
