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Added 1 hour ago
Assistant Project Manager
Michael Page
Toronto, ON · Greater Toronto Area, Canada
$90,000 to $100,000 CAD / year
Full-time
As an Assistant Project Manager in the property industry, you will play a key role in coordinating construction projects, ensuring timelines and budgets are met. You will collaborate…
Added 1 hour ago
Strategic Sourcing Assistant
SGS
Canada
Full-time
The Strategic Sourcing Assistant supports the Vice President, Procurement with administrative, P2P, analytical, review, evaluation, and coordination activities, and supports the Procurement…
Added 2 hours ago
Project Manager - Real Estate
McKesson
Mississauga, ON
Full-time
McKesson is seeking a Project Manager - Real Estate to lead the delivery of midsize projects spanning cybersecurity, workplace technology, and AV deployments. This role combines technical…
Added 13 hours ago
Portfolio Management Assistant
Royal Bank of Canada
Langley (District), BC · LANGLEY, British Columbia
Full-time
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…
Added 17 hours ago
Portfolio Management Assistant
RBC
Langley (District), BC
Full-time
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…
Added 18 hours ago
Assistant Controller, Commercial Property
HireLoft Recruitment
AB · Edmonton, AB
$105,000 to $125,000 CAD / year
Full-time
HireLoft Recruitment is partnering with a well-established, privately held real estate development and property management company in Western Canada to hire an Assistant Controller in…
Added 21 hours ago
Real Estate Administrative Assistant
CoCalibrate Real Estate Solutions
Vancouver, BC
Full-time
This role is for an experienced Real Estate Admin!
Added 1 day ago
Real Estate Administrative Assistant
Oulahen Team Realty Inc.
Toronto, ON · North York, ON
Full-time
Position: Real Estate Administrative Assistant
Added 1 day ago
Development Manager
Impact Recruitment
Vancouver, BC · Greater Vancouver Metropolitan Area
Full-time
Our client is a well-established real estate development and investment company with a strong presence across Western Canada. The organization specializes in the development of high-quality…
Added 1 day ago
Controller
Vaco
Hamilton, ON
$120,000 to $140,000 CAD / year
Full-time
Our client is a well-established private real estate organization with a diversified portfolio of development and income-producing assets. The company offers a collaborative,…
Added 1 day ago
Municipal Land Advisor
Parkland County
AB · Parkland County, AB
Full-time
Post-Secondary Diploma in Land Administration, Municipal Planning, Real Estate, Business, or a related field.
Added 1 day ago
Office & Records Assistant
Brookfield Residential
Calgary, AB
Full-time
…relentless innovation, and sound Sustainability practices to the planning, development, and management of buildings everywhere. From offices, retail spaces, and logistics facilities to…
Added 1 day ago
Municipal Land Advisor
Parkland County
AB
Full-time
Post-Secondary Diploma in Land Administration, Municipal Planning, Real Estate, Business, or a related field.
Added 1 day ago
Office & Records Assistant
Brookfield Properties
Calgary, AB
Full-time
…relentless innovation, and sound Sustainability practices to the planning, development, and management of buildings everywhere. From offices, retail spaces, and logistics facilities to…
Added 2 days ago
Executive Assistant
Monday Management
Burlington, ON
Full-time
· Experience with event planning, hospitality, marketing, construction, real estate or a related industry is considered an asset.
Added 2 days ago
Client Service Assistant
BMO
Hamilton, ON · Burlington, ON
Full-time
…model spanning Investment Management, Private Banking, Wealth Planning, and Trust & Estate. This integrated approach enables a more personalized client experience while giving team members…
Added 2 days ago
Assistant Transactions Manager
BGIS
Vancouver, BC
Full-time
…office space on behalf of one of our corporate clients. The Assistant Transactions Manager works closely with the Workplace Solutions (space planning) team and Facilities Team as well as…
Added 2 days ago
Executive Assistant
Artisan Corporation
Toronto, ON · Greater Toronto Area, Canada
Full-time
As an Executive Assistant, you play a critical role by providing direct support to the senior leadership team within the BAZ Group. You will be accountable for managing schedules,…
Added 3 days ago
Assistant Controller
RECRUITMENT PARTNERS INC.
AB · Edmonton, AB
Full-time
Our client is seeking an Assistant Controller to support the delivery of accounting and financial management functions across a diverse real estate portfolio. This opportunity is available…
Added 4 days ago
Practice Manager (Legal Administrative Assistant) – Corporate + Commercial Law
BC Legal Management Association
Victoria, MB
Other
Ideally, you are a graduate of a Legal Administrative Assistant program and have 3+ years of experience in corporate/commercial law. Experience in real estate law is considered an asset.…
Added 4 days ago
Supervisor, Temple Facilities Assistant - Toronto Temple
A Igreja de Jesus Cristo dos Santos dos Últimos Dias
Brampton, ON
Full-time
Gives work direction to other assistant temple facilities managers.
Added 4 days ago
Assistant Resident Manager
Realstar
Sherbrooke, QC
…$9 billion of multi-family, hospitality and alternative real estate assets under management in Canada. www.realstar.ca/…
Added 4 days ago
Assistant Community Manager
QuadReal Property Group
Calgary, AB
Full-time
Reporting to the Community Manager, the Assistant Community Manager is responsible for the administration and leasing functions at the property. The Assistant Community Manager is…
Added 4 days ago
Funeral Director, Funeral Services
Mount Pleasant Group
Brampton, ON
$80,735 to $90,555 CAD / year
Full-time
Our Vision: A world where dignified, inclusive, innovative and trustworthy death-related planning and care are accessible to everyone.
Added 4 days ago
Funeral Director, Funeral Services
Mount Pleasant Group
Brampton, ON
$80,735 to $90,555 CAD / year
Full-time
Our Vision: A world where dignified, inclusive, innovative and trustworthy death-related planning and care are accessible to everyone.

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

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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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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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