Default Management Supervisor

Company 58 - Manulife Bank of Canada; Toronto; Presencial; CAD 70 000 - 100 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Bonuses & flexible benefits

Stock where applicable

Professional development opportunities

Resumo da oferta

RBC Wealth Management in Canada seeks a Portfolio Management Assistant to support the Investment Counsellor in managing private client portfolios and relationships. You will help prepare financial plans, update client files, and draft Investment Policy Statements while assisting with meetings and correspondence.

The role requires 2+ years in client-facing finance roles, a university degree, and CIM/CFA Level I or equivalent CFP/PFP designations.

Qualificações

• Minimum 2 years in a client-facing role in a financial institution.
• University degree completed.
• Completion of CIM or CFA Level I.
• PFP or CFP designation.
• Experience in trading and financial planning.
• Advanced MS Office skills (Word, Excel, PowerPoint).
• Attention to detail, organization, and strong written and spoken skills.

Responsabilidades

• Respond to client inquiries, update files, and prepare presentation material.
• Prepare meeting material in advance and attend meetings when requested.
• Draft correspondence and client newsletters; assist with financial plans.
• Respond to tax questions and assist with securities trading as directed.
• Support Business Development with marketing lists and proposals.
• Prepare Investment Policy Statements from templates and rebalance portfolios.
• Ensure compliance with client mandates and portfolio models.
• Assist Investment Counsellor and team with ad hoc administrative duties.

Conhecimentos

ALM

Cash Management

Client Counseling

Investment Management

Investment Risk

Market Risk

Financial Analysis

New Challenges

Results-Oriented

Formação académica

University Degree

CFA Level I or CIM

PFP or CFP

Ferramentas

Microsoft Office

Descrição da oferta de emprego

What is the opportunity?

The Portfolio Management Assistant (PMA) is a role that focuses primarily on supporting the Investment Counsellor in the management of private client portfolios (primarily comprised of pooled funds), relationships, and meetings. It is not an asset selection or analysis role, but an integral role on a small team that manages approximately 120 relationships. This is done through assistance with producing financial plans, portfolio rebalancing per the investment policy statement and preparing/updating Investment Policy Statements. It requires strong tax and financial planning knowledge, in addition to portfolio management knowledge. The PMA will pro‑actively identify, investigate and resolve client inquiries and provide the Investment Counsellor with recommendations for resolution of complex situations, as well as assist in the construction of customized investment strategies, proposals and implement & monitor action plans for new funds and portfolio allocations. The PMA will enter trades as directed by the Investment Counsellor, and works closely with the Private Client Associate to assist in the administration of client portfolios. Other requirements include being a self‑directed individual with excellent organization skills, strong writing and communication, able to handle large volumes of information, interpersonal skills and critical thinking. For more information please visit: RBC Phillips, Hager & North Investment Counsel.

What will you do?

• By providing excellence in customer service, you will respond to all client inquiries, update client files as required and prepare client presentation material
• You will also be required to prepare meeting material in advance and attend client meetings, if requested
• In addition, you will be responsible for drafting correspondence and client newsletters, assisting to prepare financial plans using RBC’s proprietary software and responding to tax related questions from accountants
• You will also assist with securities trading as directed by the Investment Counsellor
• Additional duties include assisting with Business Development activities by: developing and managing marketing lists, helping with new account presentations, and preparing new prospect proposals
• You will also be preparing client Investment Policy Statements from a template, and model, monitor and provide suggestions to rebalance the portfolios
• A key component of your responsibilities will also include ensuring that compliance to client mandate and portfolio models are met
• Finally, you will assist the Investment Counsellor and the team with any additional ad hoc administrative duties as needed.

What do you need to succeed?

Must Have

• Minimum of 2 years in a client facing role in a financial institution, including financial planning
• University Degree
• Completion of either CIM or CFA Level 1
• PFP or CFP
• Experience in Trading
• Advanced MS Office skills (Word, Excel, Power Point )
• Attention to detail, strong organizational skills, excellent oral and written skills, and technologically savvy

Nice to Have

• Tax planning experience
• Successful completion of CSC

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.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Variety of assignments
• Financial strength and a strong brand
• Management that supports your work and progression

Job Skills

Asset and Liability Management (ALM), Cash Management, Client Counseling, Competitive Markets, Financial Statement Analysis, Investment Management, Investment Risk, Market Risk, New Challenges, Results-Oriented

Additional Job Details

Address:

ROYAL BANK PLAZA, 200 BAY ST:TORONTO

City:

Toronto

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Posted Date:

2026-08-19

Application Deadline:

2026-11-30

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.