Find work in Canada.

321,204 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 5 mins ago
Project Administrative Assistant
Pomerleau
Sept-Îles, QC
As a Project Administrative Assistant working in the Civil & Infrastructure Operations team at Pomerleau Construction, you will play a key role in supporting the project teams with…
Added 5 mins ago
Executive Project Assistant
Pomerleau
Montreal, QC
This role involves supporting project team members by providing guidance and administrative support throughout all phases of the construction process.
Added 18 mins ago
Breast Check Clerk III
CancerCare Manitoba
Winnipeg, MB
Full-time
Added 18 mins ago
Real Estate Administrative Assistant (Part-Time)
Aston Gate Real Estate Dubai
Ottawa, ON · Greater Ottawa Metropolitan Area
Part-time
Position: Operations & Executive Assistant (Part-Time, 10–15 hrs/wk or more)
Added 20 mins ago
Advisor, Securities
Desjardins
Laval, QC
Full-time
As an investment assistant, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services…
Added 20 mins ago
Post Office Assistant - Term
Canada Post - Postes Canada
Lac-Etchemin, QC
If you have ambition, talent and drive, consider a fast-moving career with Canada Post. We are currently seeking an on-call Post Office Assistant who will use a customer-foc
Added 20 mins ago
Post Office Assistant - Term
Canada Post - Postes Canada
Watrous, SK
If you have ambition, talent and drive, consider a fast-moving career with Canada Post. We are currently seeking an on-call Post Office Assistant who will use a customer-focused approa
Added 20 mins ago
Administrative Assistant, Occupational Health & Wellness - Temporary Full-Time (0.8) (Until March 2027)
CHEO
Ottawa, ON
Full-time
Added 20 mins ago
Nursing Assistant
Winnipeg Regional Health Authority
Winnipeg, MB
Added 36 mins ago
Pharmacy Assistant (Vancouver, On-Site)
Sentrex Health Solutions
Vancouver, BC
Full-time
Added 36 mins ago
Research Assistant
DHL (Supply Chain)
Mississauga, ON
Part-time
Added 36 mins ago
Junior Recruiter & HR Assistant
BARTLE & GIBSON
Edmonton, AB
Full-time
…to join our Human Resources team as a Junior Recruiter & HR Assistant at Bartle & Gibson’s Head Office in Edmonton. The ideal candidate will be an effective communicator, extremely…
Added 36 mins ago
Financial Admin Assistant
Dexterra
Burnaby, BC
$24 to $25 CAD / hour
Part-time
Added 49 mins ago
Administrative Assistant
SERVPRO of Vacaville / Dixon
Grand Rapids, MB
Full-time
An Administrative Assistant plays a pivotal role in facilitating efficient office operations and ensuring seamless communication with customers, stakeholders, and team members. This…
Added 50 mins ago
Recycler - Mississauga (Full Time)
Talize Inc / Recycling Rewards
Mississauga, ON
Full-time
Added 50 mins ago
Medical Office Assistant (MOA) Respite to Recovery
Boyle-McCauley Health Care
Edmonton, AB
$20.16 to $27.02 CAD / hour
Full-time
Added 50 mins ago
Caretaker, Custodial Operations
University of Saskatchewan
Saskatoon, SK
Added 50 mins ago
Executive Assistant, Indigenous Health and Wellness
University of Saskatchewan
Saskatoon, SK
Added 1 hour ago
Assistant Director of Care (IPAC) - Full-Time (RPN) (12 Months TEMP) - Start DEC 2026
Berkshire Care Centre
Windsor, ON
Full-time
Added 1 hour ago
Assistant Director of Care (ADOC) Behavioural - FULL TIME TEMP (12 Months) Start NOV 2026
Berkshire Care Centre
Windsor, ON
Full-time
The Assistant Director of Care (ADOC)/ Clinical Director of Care (CDOC) reports to the Director of Care and is responsible for
Added 1 hour ago
Term EA Assignment FTE 1.0
Ottawa Catholic School Board
Ottawa, ON · Kanata, ON
Contract
The OCSB is currently seeking a term Educational Assistant for the school indicated. The address of which can be found on our .
Added 1 hour ago
Executive Assistant
People First HR Services
Winnipeg, MB
Full-time
…for launch, it is building the financial, operational, and administrative foundation needed to support a sustainable business and a strong experience for players, employees, partners, and…
Added 1 hour ago
Assistant Project Manager
Rising Edge Group
Kelowna, BC
Full-time
Added 1 hour ago
Administrative Assistant Co-op, Halifax, NS - Winter 2027
CIBC
Halifax, NS
Full-time
Added 1 hour ago
Administration Assistant, Private Wealth
BMO
Toronto, ON · FCP
Full-time

RBC

Portfolio Management Assistant

Langley (District), BC, Canada

Pay: The expected salary range for the above position is $55,000 - 85,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.
Job type: Full-time
Apply by: Oct 18, 2026
Experience: Minimum of 2 years’ experience in a support role in the financial services industry
Posting language: English
Posted: Sep 29, 2026

Apply About employer

Applications open in a new tab.

Original job description

Job Description

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 (IPS) 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 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 which include competitive compensation and flexible benefits
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
Opportunities to building close relationships with clients

The expected salary range for the above position is $55,000 - 85,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.

This position may be eligible to receive a discretionary/variable incentive payment.

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:

8411 200 ST:LANGLEY

City:

Langley

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-29

Application Deadline:

2026-10-18

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

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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

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.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Apply About employer

More about this job

Responsibilities

The Portfolio Management Assistant supports the Investment Counsellor by preparing client meeting materials, drafting investment policy statements, and managing wealth planning documentation. They also provide proactive customer service, handle client inquiries, and assist with business development and marketing presentations.

Requirements

Candidates must hold a university degree and have successfully completed the Canadian Securities Course (CSC) or equivalent. A minimum of 2 years of experience in a financial services support role and advanced proficiency in MS Office are required.

Skills

Investment policy statements
Wealth planning
Client service
Financial planning
Estate planning
Insurance planning
Business development
Microsoft office
Word
Excel
Powerpoint
Business writing
Communication
Asset and liability management
Financial statement analysis
Investment management

Benefits

Competitive compensation
Flexible benefits
Coaching and development opportunities
Total rewards program

Visa sponsorship

Not detected in the job text

Keywords

Portfolio Management
Investment Counsellor
Investment Policy Statements
Wealth Planning
Financial Planning
Estate Planning
Insurance Planning
CSC
CIM
CFP
PFP
Asset and Liability Management
Cash Management
Client Counseling
Financial Statement Analysis
Investment Risk
Market Risk
Wealth Management
Administrative Support
Business Development
Marketing Material
Microsoft Office
Word
Excel
PowerPoint
Client Relations
Banking
Financial Services

Report this job