Associate Portfolio Manager

Job Description

What is the opportunity?

RBC Dominion Securities is Canada's leading full-service investment and wealth management firm and is backed by Canada's leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can achieve the goals that matter most to them.

The Ascendant Wealth Partners (AWP) team is a Toronto-based boutique investment management firm within RBC Dominion Securities that is committed to a holistic approach, integrating financial, tax, and legal considerations with a focus on client service. This highly performing Advisory Team consists of 30 professionals, including 7 Partners, and is entrusted with managing over $8 Billion of capital offering unbiased, personalized advice to families and institutions.

The Ascendant Wealth Partners (AWP) team is currently seeking a dynamic and experienced Associate Portfolio Manager who excels in crafting tailored investment strategies for our high-net-worth clientele. The successful candidate will help shape the execution of our investment management and asset allocation strategies. This person will be a key member of the AWP team and will report directly to the heads of AWP's Investment Research and Asset Allocation, respectively.

What will you do?

• Contribute to tactical asset allocation analysis and decisions based on macro-economic conditions and quantitative analysis.
• Perform portfolio construction and optimization across asset classes.
• Prepare asset allocation materials and present recommendations to Asset Allocation committee and AWP partners.
• Support client communication by articulating asset allocation recommendations and market outlook.
• Stay current on global economic trends and research.
• Perform ad-hoc deep analysis on specific asset classes, as required.
• Prepare investment committee materials.
• Involved in third party manager due diligence and monitoring.
• Lead third party manager peer benchmarking, quantitative analysis and qualitative review process.

What do you need to succeed?

Must Have

• University Degree in a related field (Economics and/or Business)
• Chartered Financial Analyst designation or CFA Level 1 with willingness to work towards completion
• 3-5 years' experience in asset allocation or investment strategy within the investment management industry
• Exceptional written and verbal communication in English
• Experience working in a collaborative team environment
• Strong understanding of portfolio theory and asset allocation models
• Proficient in Excel and other portfolio analytic systems such as FactSet, Bloomberg etc

Nice to Have

• CFP Designation (Certified Financial Planner)
• Experience with capital market assumptions, scenario analysis and portfolio optimization tools

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
• Opportunities to take on progressively greater accountabilities
• Opportunities to building close relationships with clients

Job Skills

Analytical Thinking, Client Service, Communication, Finance Strategy, Financial Services Industry, Investments, Investment Strategies, Teamwork, Wealth Management

Additional Job Details

Address:

170 BLOOR ST W:TORONTO

City:

Toronto

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-03-27

Application Deadline:

2026-04-10

Note: 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:

$55,000.00 - $90,000.00

This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to:

1.5x

RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

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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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.

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.