City : Calgary

Category : Customer Service | Client Advice | Sales

Industry : Financial/Banking

Employer : RBC

What 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: https://institutional.phn.com 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 flexible

Primary 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 Excel

Additional Job Details

SWAN LAKE GAM:HEADINGLEYHeadingleyCanada37.5Full timeWEALTH MANAGEMENTRegularSalaried2026-04-132026-05-05

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.

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.