Portfolio Management Assistant

RBC; Victoria; On-site; CAD 50,000 - 80,000; Full time

Job summary

A leading financial institution in Victoria seeks a Portfolio Management Assistant to support Investment Counsellors. Responsibilities include preparing meeting materials, responding to client inquiries, and tracking Investment Policy Statements. Candidates should have a university degree, completion of the CSC, and at least 2 years in the financial services sector. The role offers a dynamic environment with a focus on collaboration and professional growth.

Benefits

Comprehensive Total Rewards Program

Coaching and development opportunities

Dynamic and collaborative work environment

Qualifications

• Minimum of 2 years’ experience in a support role in the financial services industry.
• CIM designation or equivalent is a nice-to-have.
• CFP or PFP designation is a nice-to-have.

Responsibilities

• Assist Investment Counsellors to track/write Investment Policy Statements.
• Prepare and attend client meetings.
• Respond to general client enquiries.

Skills

Advanced MS Office skills

Client Counseling

Financial planning experience

Exceptional business writing and communication skills

Education

University Degree

Successful completion of CSC

Job description

Job Description

What is the opportunity?

As the Portfolio Management Assistant, you will primarily be responsible for assisting Investment Counsellors/Portfolio Managers 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.

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 IC's/PM's 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 CSC (Canadian Securities Course) or equivalent
• 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

The expected salary range for the above position is $50,000 - 80,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC’s high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

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: 707 FORT ST:VICTORIA

City: Victoria

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-12-02

Application Deadline: 2025-12-20

Note

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

Inclusion and Equal Opportunity Employment

At 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.