Job DescriptionWhat is the Opportunity?RBC Global Asset Management (“RBC GAM”) is a North American-based asset management firm with global scope and industry-leading investment management capabilities. PH&N Institutional is the Canadian institutional business of RBC GAM and is widely considered a thought leader amongst investment consultants and institutional clients alike, based on a long term track record of delivering exceptional investment solutions and service. Please visit: for more information.The Institutional Associate plays a critical role on the PH&N Institutional team in both maintaining and communicating investment expertise in specific investment capabilities and delivering exceptional service to our institutional clients.In this role you will collaborate with other members of the PH&N Institutional team, and more specifically the Indigenous Investment Services team. You will be responsible for supporting the Indigenous Investment Services team, and ensuring that the team has the investment insights, investment context, and presentation materials required to effectively engage with our Indigenous clients and prospects. You will become a subject matter expert in the Indigenous investor market segment, with the objective of ultimately actively participating in the delivery of presentations to our clients and prospects.This is an opportunity to contribute to a fast growing investor segment at RBC GAM, and also be part of delivering a positive social impact.Please note: The primary location of this opportunity is flexiblePrimary Responsibilities
Direct accountability for managing and supporting existing client relationships and helping research, source, and attain new business opportunities
Direct responsibility for the production and maintenance of client and prospect facing materials across a variety of asset classes and strategy types including slides, research and sales materials as required
Assist members of the PH&N Indigenous Investment Services team in the day-to-day support of client mandates including creating content and managing the production, review, and distribution of client reporting (monthly, quarterly, and on request), mandate structuring, cash flow management, compliance monitoring and client relationship management system updates
Actively participate in the development and delivery of presentations to clients and prospects as experience and familiarity develops
Must have:
Bachelor’s degree (focus on Finance or a MBA would be an asset)
7+ years of investment and financial services industry experience
Experience working with Indigenous communities
Passion for markets with skills and attributes that demonstrate potential to develop into a senior member of the team
Strong professional written and verbal communications skills
Team player with the ability to work independently and to prioritize and multitask in order to meet tight timelines under high pressure situations
CFA designation (candidate or Charter holder) or CIM designation
Superior knowledge of Microsoft Office Suite (particularly Excel and PowerPoint) and the ability to utilize and become proficient in the use of various tools and systems
Willingness to regularly travel for client meetings and engagements
Nice to Have
Client facing experience
In-depth understanding and knowledge of the history of Indigenous Peoples in Canada
Indigenous language skills an asset
Demonstrated ability to structure and write thought leadership papers on technical subject matter in a clear and concise manner
What’s in it for you?We thrive on the challenge to be our best, think progressively, continually improve, and work 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, and stock where applicable
Leaders who support your development through coaching and managing opportunities
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to do challenging work in a growing area of investment management
Opportunities to take on progressively greater accountabilities
Opportunities to building close relationships with clients
Ability to make a difference and lasting impact
Job Skills Active Learning, Adaptability, Business, Client Meetings, Client Relations, Client Relationship Management, Critical Thinking, Decision Making, Financial Services, Investment Management, Investments, Microsoft ExcelAdditional Job DetailsAddress: SWAN LAKE GAM:HEADINGLEYCity: HeadingleyCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2026-04-13Application Deadline: 2026-05-05Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveOur Employment OpportunitiesAt 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.Join our Talent CommunityStay 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 .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.
