Portfolio Management Assistant / Associate

RBC; Ottawa; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading investment firm in Ottawa is seeking a Portfolio Management Assistant/Associate to support Investment Counsellors with portfolio management, maintain knowledge on investment solutions, and draft Investment Policy Statements. Must have a relevant university degree, CSC, and be a CFA candidate. Competitive compensation and benefits provided.

Benefits

Comprehensive Total Rewards Program

Bonuses and flexible benefits

Professional development opportunities

Dynamic and collaborative team environment

Qualifications

• Must have a university degree in a relevant field.
• Completion of the Canadian Securities Course (CSC) is required.
• Candidates for the CFA Program must be administered by the CFA Institute.
• Strong service orientation with excellent attention to detail.
• Advanced proficiency in Microsoft Office applications.

Responsibilities

• Assist with modelling, monitoring, and rebalancing of portfolios.
• Maintain administrative functions, manage databases and prepare reports.
• Proactively identify client reviews and compile schedules.
• Ensure compliance with client mandates.
• Track and manage cash holdings.
• Provide mentorship to new employees.
• Respond to client inquiries.

Skills

Service-oriented

Attention to detail

Teamwork

Advanced Microsoft 365 proficiency

Education

University degree in related field

Canadian Securities Course (CSC)

CFA Program candidate

Job description

Job Description

What is the opportunity?

As a Portfolio Management Assistant /Associate with RBC Phillips, Hager & North Investment Counsel Inc., you will be responsible for working with Investment Counsellors on portfolio management work as well as for maintaining up-to-date knowledge on investment solutions as well as tax and financial planning issues. You will draft Investment Policy Statements as well as some client correspondence. A key element is also the preparation of investment review presentations.

What will you do?

• Assist with the modelling, monitoring, and rebalancing of portfolios as well as inputting trades when required

• Maintain all administrative functions such as database management, mass mailings, preparation of presentation/meeting materials, correspondence, managing reports, spreadsheets, and completion of special projects

• Proactively identify client annual reviews and compile manager review schedules

• Ensure compliance to client mandate and portfolio models

• Track and manage cash holdings and balances

• Provide training/mentorship to new employees as required and back-up to other positions as needed

• Respond to various client inquiries

What do you need to succeed?

Must-have

• University degree in related field

• Canadian Securities Course (CSC)

• CFA Program candidate administered by the CFA Institute

• Highly service-oriented with good attention to detail and the ability to work well in a team environment

• Advanced proficiency in Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)

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

Job Skills

Additional Job Details

Address:

50 O'CONNOR ST:OTTAWA

City:

Ottawa

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-08-01

Application Deadline:

2025-08-22

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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