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Portfolio Associate Jobs in Toronto, ON (NOW HIRING)

Td

Treasury Associate Program

Toronto, ON

CA$98K/yr

Support detailed ad-hoc analysis, portfolio deep dives, document workflow and develop conclusions or recommendations linked to improving risk management and transfer pricing methodologies.

New

Akkodis

Private Client Associate

Toronto, ON · Hybrid

What are the ongoing responsibilities of a Portfolio Administrator? • Assist Private Wealth and ... Associates and Portfolio Managers on client requests. • Maintain client document archives. • ...

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Portfolio Associate information

See Toronto, ON salary details

$34.4K

$62.5K

$97.3K

How much do portfolio associate jobs pay per year?

As of Sep 3, 2026, the average yearly pay for portfolio associate in Toronto, ON is $62,503.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,650.00 and $74,915.00 per year, depending on experience, location, and employer.

What is a portfolio associate?

A Portfolio Associate is a finance professional who supports portfolio managers in overseeing investment portfolios. Their main responsibilities include monitoring portfolio performance, conducting research and analysis, preparing reports, and handling trade execution and compliance tasks. They act as a bridge between portfolio managers, clients, and other financial teams to ensure smooth investment operations. Portfolio Associates typically work at asset management firms, banks, or investment companies and play a crucial role in helping manage client assets effectively.

How does a portfolio associate typically collaborate with portfolio managers and analysts in daily operations?

As a Portfolio Associate, you will work closely with portfolio managers and analysts to ensure the smooth execution of investment strategies. This includes assisting with trade execution, monitoring portfolio performance, and preparing reports for client meetings. You may also help with research, data analysis, and responding to client inquiries. Effective communication and attention to detail are essential, as you'll often serve as a bridge between investment teams and other departments such as compliance and operations.

What are the key skills and qualifications needed to thrive as a portfolio associate, and why are they important?

To thrive as a Portfolio Associate, you need a solid understanding of finance, investment principles, and portfolio management, often supported by a bachelor's degree in finance, economics, or a related field. Familiarity with portfolio management software, financial modeling tools, and proficiency in Excel are commonly required, and certifications like CFA Level I can be advantageous. Strong analytical thinking, attention to detail, and effective communication are critical soft skills for collaborating with managers and interpreting data. These skills ensure accurate portfolio monitoring, informed decision-making, and efficient support of investment strategies.

Does portfolio management pay well?

Portfolio management is generally a well-paying profession, especially for experienced managers and those working in finance or investment firms. Salaries can vary based on location, level of experience, and performance bonuses, with many roles offering six-figure compensation for senior positions.

What are the most commonly searched types of Portfolio jobs in Toronto, ON?

The most popular types of Portfolio jobs in Toronto, ON are:

What are popular job titles related to Portfolio Associate jobs in Toronto, ON?

For Portfolio Associate jobs in Toronto, ON, the most frequently searched job titles are:

What job categories do people searching Portfolio Associate jobs in Toronto, ON look for?

The top searched job categories for Portfolio Associate jobs in Toronto, ON are:

What cities near Toronto, ON are hiring for Portfolio Associate jobs?

Cities near Toronto, ON with the most Portfolio Associate job openings:

Portfolio Associate jobs near you
Infographic showing various Portfolio Associate job openings in Toronto, ON as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 25% Part Time, 1% Temporary, and 1% Contract. Highlights an 93% Physical, 4% Hybrid, and 3% Remote job distribution, with an average salary of $62,503 per year, or $30 per hour.

Regional Manager, Governance

Royal Bank of Canada

Maple, ON • On-site

Full-time

Posted 14 days ago

Key responsibilities

  • Confirm that investment counsellors adhere to portfolio management governance standards to ensure high-quality client service.

  • Manage client investment portfolios by conducting client discovery, assessing suitability, determining asset allocation, constructing portfolios, and monitoring risk alerts and performance.

  • Prepare pre-approval reviews of Investment Policy Statements and maintain mandatory governance reporting to support compliance and audit requirements.

Job description

Job Description

What is the opportunity?

As a strategic member of a national senior management team, you will providing specialized support and operational guidance within a reputable and growing high performance investment counselling firm. Performing within the RBC Phillips Hager & North Investment Counsel division, you will be working with your region's accomplished Investment Counsellors and their support teams to confirm they adhere to the highest standards of portfolio management governance, thus ensuring they and the firm deliver an exceptional client experience.

You will be working closely with Managing Directors, Investment Counsellors and Associate Portfolio Managers to provide leadership and guidance for activities and processes related to managing client investment portfolios, including client discovery, Investment Policy Statements, suitability, asset allocation, portfolio construction, risk alerts, performance attribution and reporting.

What will you do?

  • Pro-actively participate in regional/national projects to continuously improve portfolio management

  • Prepare pre-approval review of all Investment Policy Statements

  • Act as a key resource regarding complex files - with an excellent understanding of portfolio theory, the tax and regulatory environment and related wealth management considerations

  • Manage client investment portfolios, including client discovery, suitability, asset allocation, portfolio construction, risk alerts and performance

  • Understand High Net Worth (HNW) client expectations

  • Maintain mandatory governance reporting; be audit-oriented

  • Facilitate quick identification and mitigation of business risks.

  • Identify unique/individual training needs and deliver training programs

What do you need to succeed?

Must-have

  • University Degree (preferable in Business and/or Economics)

  • Minimum 10-years investment industry experience

  • Outgoing personality and ability to confidently communicate compliance and portfolio management issues, build trust and credibility

  • In-depth understanding of the regulatory environment/corporate governance

  • Strong analytical, problem-solving and organizational skills

  • Ability to understand business risks, exhibit sound judgment and decision-making

  • Some travel required

Nice-to-have

  • Fluent in Mandarin/Cantonese/French

  • Experience with Canadian Wealth Management (CWM) operating systems would be an asset

  • CFA Charter holder; CIM

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.

  • Work in a dynamic, collaborative, progressive, and high-performing team

  • Ability to make a difference with a lasting impact, doing challenging work

  • Supported career development

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, and excellent compensation structure

Job Skills

Auditing, Audits Compliance, Data Gathering Analysis, Decision Making, Ethical Business, Fraud Management, Internal Controls, Interpersonal Relationship Management, Results-Oriented, Risk Management

Additional Job Details

Address:

3300 HWY 7:VAUGHAN

City:

Vaughan

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-08-19

Application Deadline:

2026-09-12

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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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.

Employment Type: FULL_TIME

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