Portfolio Engineer

Fidelity Investments Inc.; Toronto; In loco; CAD 70.000 - 110.000; Tempo pieno

Vantaggi offerti da questo lavoro

Bonuses

Flexible benefits

Stock options

Descrizione del lavoro

Royal Bank of Canada (RBC) in Toronto seeks a Portfolio Management Assistant to support the Investment Counsellor in managing private client portfolios and relationships. You will contribute to financial plans, policy statements, and client communications while assisting with trades and reporting.

Ideal candidates have 2+ years in financial services, a university degree, and CIM/CFA Level 1 or CFP/PFP credentials, with strong MS Office skills and attention to detail.

Competenze

• Minimum of 2 years in a client facing role in a financial institution, including financial planning
• University Degree
• Completion of 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

Mansioni

• Respond to all client inquiries, update client files, and prepare client presentation material
• Prepare meeting material in advance and attend client meetings, if requested
• Draft correspondence and client newsletters, assist to prepare financial plans using RBC’s proprietary software and respond to tax questions
• Assist with securities trading as directed by the Investment Counsellor
• Assist Business Development: marketing lists, new account presentations, and preparing new prospect proposals
• Prepare client Investment Policy Statements from a template, model, monitor and rebalance portfolios
• Ensure compliance to client mandate and portfolio models
• Assist Investment Counsellor and team with ad hoc administrative duties

Conoscenze

ALM

Cash Management

Client Counseling

Competitive Markets

Financial Statement Analysis

Investment Management

Investment Risk

Market Risk

Results-Oriented

New Challenges

Formazione

University Degree

CIM or CFA Level 1

PFP or CFP

Strumenti

MS Office

Word

Excel

PowerPoint

Descrizione del lavoro

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 proactively 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.

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

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

Application Deadline

2026-11-30

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.

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.