Portfolio Management Assistant

RBC; Edmonton; On-site; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Bonuses

Flexible benefits

Stock options (where applicable)

Job summary

RBC in Edmonton is seeking a Portfolio Management Assistant to support the Investment Counsellor and Portfolio Manager with Investment Policy Statements and wealth planning meeting preparation. You will help prepare client meeting materials, respond to inquiries, and coordinate marketing materials for clients and prospects.

The role requires a university degree, CFA level I/II, and 2+ years in financial services support, plus strong MS Office and superior writing and communication skills.

Qualifications

• University degree required.
• CFA level I and/or II completed.
• Minimum 2 years in a financial services support role.
• Financial planning experience.
• Advanced MS Office skills (Word, Excel, PowerPoint).
• Exceptional business writing and communication skills.

Responsibilities

• Respond to client inquiries and update systems with tasks.
• Prepare client meeting materials in advance and attend some meetings.
• Draft and track Investment Policy Statements for clients.
• Coordinate wealth planning meetings, including planning sessions.
• Support business development by repurposing marketing materials.
• Assist the IC/PM with ad hoc administrative duties.

Skills

Financial planning experience

Exceptional business writing and commu

Education

University Degree

Tools

Word

Excel

PowerPoint

Job description

What is the opportunity?

As the Portfolio Management Assistant, you will primarily be responsible for assisting the Investment Counsellor/Portfolio Manager to track/write new and updated Investment Policy Statements for clients and record/arrange/prepare for client wealth planning meetings. Other responsibilities include being responsible for the preparation of client meetings, responding to general client enquiries and preparing presentations/marketing material for clients and prospects.

Job Description

What is the opportunity? As the Portfolio Management Assistant, you will primarily be responsible for assisting the Investment Counsellor/Portfolio Manager to track/write new and updated Investment Policy Statements for clients and record/arrange/prepare for client wealth planning meetings. Other responsibilities include being responsible for the preparation of client meetings, responding to general client enquiries and preparing presentations/marketing material for clients and prospects.

For more information, please visit: http://www.rbcphnic.com

What will you do?

• By providing proactive and timely customer service, you will respond to client inquiries and update our systems with information or team tasks that need to be completed


• Prepare client meeting material in advance and attend some client meetings


• Be responsible for tracking anniversary dates and drafting new/updated Investment Policy Statements and investment policy letters for new and existing clients


• Tracking, arranging and preparing for client wealth planning meetings such as financial planning, insurance and estate planning sessions


• Provide support by being involved in business development activities and identifying/utilizing existing marketing material, while helping with prospect presentations and documentation


• Assist the IC/PM and the team with any additional ad hoc administrative duties as needed

What do you need to succeed?

Must-have

• University Degree


• Successful completion of CFA level 1 and/or 2


• Minimum of 2 years’ experience in a support role in the financial services industry


• Financial planning experience


• Advanced MS Office skills (Word, Excel, PowerPoint)


• Exceptional business writing and communication skills

Nice-to-have

• CIM designation or equivalent


• CFP or PFP designation

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


• Leaders who support your development through coaching and managing opportunities


• Ability to make a difference and lasting impact


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


• Opportunities to do challenging work


• Access to a variety of job opportunities across business and geographies

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: 10111 104 AVE NW:EDMONTON

City: Edmonton

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-10-26

Application Deadline: 2026-11-08

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.