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Added 1 min ago
MANAGER RESEARCH ANALYSIS & POLICY
City of Toronto
Toronto, ON
Job Title: Manager, Research Analysis & Policy
Added 16 mins ago
Front Counter Clerk – RCMP
Okanagan Indian Band
Vernon, BC
Full-time
Reporting to the Senior Manager, Municipal Support Services – RCMP, Vernon/North Okanagan Detachment, or his/her delegate, the incumbent is responsible for reception and complaint taking.…
Added 16 mins ago
Pharmacy Manager
Stellar Talent LLC
Kitchener, ON
Full-time
We’re seeking an experienced Pharmacy Manager to lead operations, clinical services, team development, and business growth at a growing community pharmacy in Kitchener.
Added 31 mins ago
Utility Worker - Nutrition and Food Services
Nova Scotia Health Authority
Antigonish, NS
Internship
The Nutrition and Food Services, Utility Worker works in the patient and retail food service setting. Reporting to the Manager/Food Service Supervisor, the Utility Worker may be responsible…
Added 31 mins ago
Physiotherapist - Rehabilitation Services
Nova Scotia Health Authority
Sydney Indian Reserve No. 28A, NS · Sydney, NS
Internship
Reporting to the Rehabilitation Services Manager, the Physiotherapist assesses, diagnoses and treats patients in a tertiary care setting who present with actual or potential impairment,…
Added 31 mins ago
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Nova Scotia Health Authority
Halifax, NS
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Added 46 mins ago
Sr. Project Manager - Transit
Western Pacific Enterprises LTD
AB · Edmonton, AB
Full-time
WPE is seeking a highly experienced Senior Project Manager to lead and oversee the delivery of assigned Power and Systems work packages on the Capital Line South Extension project in…
Added 46 mins ago
Donation & Processing Coordinator
Kelowna Women's Shelter
Kelowna, BC
Full-time
KWS has been providing programs and services for people impacted by Domestic Abuse since 1980. Our programs include emergency and second-stage housing, PEACE program, community-based victim…
Added 46 mins ago
Health Care Aide - Repost
Shared Health-Soins Communs
Winnipeg, MB
Full-time
Under the supervision of the Manager, Health Services, and under the direction of the Registered Nurse, the Health Care Aide (HCA) acts as a member of the interdisciplinary health care…
Added 46 mins ago
Thrift Store Manager
Kelowna Women's Shelter
Kelowna, BC
Full-time
KWS has been providing programs and services for people impacted by Domestic Abuse since 1980. Our programs include emergency and second-stage housing, PEACE program, community-based victim…
Added 46 mins ago
Financial Administrator
Fraser Health Authority
White Rock, BC
$35.96 to $37.75 CAD / hour
Other
…assist in the completion of the Ministry of Health Home and Community Care…
Added 46 mins ago
C204 Building Support Worker - (Full Time)
Phoenix Drug & Alcohol Recovery and Education Society
Chilliwack, BC
Full-time
Notify the campus manager for follow-up when unauthorized persons are observed to be on the grounds or within buildings
Added 47 mins ago
Team Manager, Disability Management Services Office
The Canada Life Assurance Company
London, ON
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Added 47 mins ago
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Winnipeg Regional Health Authority
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Added 1 hour ago
Corporate Trust Officer
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Montreal, QC
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2627-197 - Learning Commons Assistant – Test Centre Administrator (TS8) - Strait Area Campus
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Reporting on-campus to the Manager of Student Supports, and functionally to the Manager of Libraries and Learning Commons, you will support the delivery of services by:
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2627-195 - Lead Hand - Security (FS12) - Strait Area Campus
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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.

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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

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