What is the opportunity?
RBC Global Asset Management (“RBC GAM”) is an asset management firm with global scope and industry-leading investment management solutions. PH&N Institutional, the Canadian institutional business division of RBC GAM, is widely considered a leader among investment consultants and institutional clients alike, based on its long track record of delivering exceptional investment solutions and services. We aim to earn the right to be our clients’ first choice. As one of Canada’s most recognized institutional asset managers, we offer institutional investors global investment solutions through relevant equity, fixed income, alternative investment and responsible investment strategies. Furthermore, we stand apart among competitors for our experience, exceptional service, research-driven investment counsel and disciplined investment capabilities.
The Institutional Associate plays a critical role on the Montréal team in both maintaining and communicating investment expertise in specific investment solutions, while delivering exceptional service to our institutional clients. This is an opportunity to be part of one of Canada’s most established institutional asset managers and contribute to the continued development of the RBC GAM investment management solutions platform.
What will you do?
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Collaborate with colleagues and institutional portfolio managers within the Montréal office and across Canada on the preparation of presentations and other forms of client communications, including market and portfolio reviews, investment-driven projects, proposals and responses to client requests.
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Support institutional portfolio managers and, as expertise grows, play a growing part in client presentations.
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Develop and maintain in-depth knowledge of investment strategies, the portfolio construction process, market conditions and portfolio positioning.
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Play a key role in the day-to-day support of client mandates, including mandate structuring, cash flow management and compliance monitoring.
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Compose written market analyses and create and maintain charts and presentations.
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Assist in creating content and managing the production, review and distribution of client reports (monthly, quarterly and on request).
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Prepare mandate-specific performance and attribution analyses (quarterly and on request).
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Support research and analysis efforts, including for specialized white papers and podcasts, portfolio structuring, product development, risk modelling, and internal and external seminars.
What do you need to succeed?
Must-have
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Five to seven years of investment and financial services industry experience
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CFA Program candidate or CFA Charterholder status
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Bachelor’s degree (in finance, mathematics or actuarial science, an asset)
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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
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Advanced proficiency in French writing required
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Solid understanding of financial markets and desire to gain further expertise
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Advanced knowledge of Microsoft Office Suite (particularly Excel and PowerPoint) and the ability to utilize and become proficient in various tools and systems
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Willingness to make use of RBC’s AI tools to automate repetitive or inefficient tasks
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A detail- and quality-oriented mindset and a commitment to upholding excellence by verifying the accuracy of their own work and that of analysts
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Strong problem-solving and strategic thinking skills
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Ability to work independently and be a strong team player
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Ability to work under pressure, meet tight deadlines, and effectively manage multiple tasks and priorities
Nice-to-have
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Experience managing institutional client relationships
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Demonstrated ability to structure and write clear and concise thought leadership papers on technical and specialized subjects
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.
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A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, and stock where applicable
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Leaders who support your development through mentorship and opportunities management
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A dynamic, collaborative and performance-driven workplace
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Exciting challenges within a thriving industry
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Career growth with progressively greater responsibilities
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Ability to make a tangible and lasting impact
Job Skills
Additional Job Details
1 PLACE VILLE MARIE:MONTRÉAL
Montréal
Canada
37.5
Full time
WEALTH MANAGEMENT
Regular
Salaried
2026-05-12
2026-06-12
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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.
