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 The AWP team is a Toronto-based boutique investment management firm within RBC Dominion Securities that focuses on a holistic approach, integrating financial, tax, and legal considerations with a focus on client service. The team consists of 30 professionals, including 7 partners, and manages over $8 billion of capital offering unbiased, personalized advice to families and institutions. Position: Associate Portfolio Manager The team is seeking a dynamic and experienced Associate Portfolio Manager who excels in crafting tailored investment strategies for high-net-worth clientele. The successful candidate will help shape the execution of investment management and asset allocation strategies and report directly to the Heads of Investment Research and Asset Allocation. 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 the 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. Participate in third‑party manager due diligence and monitoring. Lead third‑party manager peer benchmarking, quantitative analysis, and qualitative review process. Must Have Qualifications University degree in a related field such as Economics or Business. Chartered Financial Analyst designation or CFA Level 1 with willingness to work toward completion. 3–5 years of 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. Proficiency in Excel and portfolio‑analytic systems such as FactSet and Bloomberg. Nice to Have Qualifications Certified Financial Planner (CFP) designation. Experience with capital‑market assumptions, scenario analysis, and portfolio‑optimization tools. What’s in it for you? A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation. Leadership support through coaching and development opportunities. Opportunity to make a lasting impact on clients and communities. Dynamic, collaborative, high-performing team environment. Progressive growth and increased accountabilities. Opportunity to build close relationships with clients. Job Skills Analytical Thinking Client Service Communication Finance Strategy Financial Services Industry Investments Investment Strategies Teamwork Wealth Management Location 170 Bloor St W, Toronto, Canada #J-18808-Ljbffr