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Added 24 mins ago
Client Success Analyst
YuJa
Toronto, ON · North York, ON
$50,000 to $60,000 CAD / year
Full-time
YuJa Inc. is looking for a proactive, results-driven Account Manager (Client Success & Growth) to join our Client Success team. This role is pivotal in driving post-sales success, client…
Added 24 mins ago
Business Systems Analysis Specialist
TD
Toronto, ON
Full-time
Understanding MQ Messages, KAFKA topics and events is an asset.
Added 24 mins ago
Project Manager – Defence Research & Development
Bornea Dynamics
Beamsville, ON
Full-time
Bornea Dynamics is seeking a Project Manager to lead defence research and development programs from our facility in Beamsville, Ontario.
Added 24 mins ago
Stratford Hall - Development Coordinator
Gerard Search
Vancouver, BC
Full-time
Support Development events by managing invitation lists, registration tracking, and donation reporting.
Added 24 mins ago
Accounting Specialist
Citus HR
Surrey, BC
Full-time
Reporting to the Finance Manager, this role requires strong accounting fundamentals, professional communication and the ability to manage competing priorities. Accounts receivable and…
Added 24 mins ago
Manager Communications Public Affairs
Provincial Employment Roundtable - Table ronde provinciale sur l’emploi
Montreal, QC
Full-time
The Communications & Public Affairs Manager supports PERT’s communications, public affairs, and government relations activities, with a primary focus on developing and delivering clear,…
Added 25 mins ago
Business Development Partner
Sun Life
Pointe-Claire, QC · Montreal, QC
Full-time
…insurance and wealth products. You’ll report to the District Manager (DM) and collaborate with the district and regional team and help generate business results for the overall…
Added 25 mins ago
Tue/Sat/Sun Building Concierge
Alliance Maintenance Ltd.
Vancouver, BC
$19.4 CAD / hour
Part-time
…welcome and helpful support. This role assists the building manager with daily tasks, answers resident inquiries, and ensures smooth day-to-day…
Added 25 mins ago
Brasseur | Brewer
3 Brasseurs Canada
QC
$50,000 to $62,000 CAD / year
Full-time
…You work under the direct responsibility of the Restaurant Manager, while being a key partner of the management team. With us, the brewer does not work solely behind the scenes: they are an…
Added 25 mins ago
Senior Key Account Manager - Pet Nutrition
Mars
Bolton, ON · BOL-Mars Canada Inc.
Full-time
The Senior Key Account Manager ensures the delivery of business metrics: GSV/ NSV/ Gross Margin and Share for Mars Petcare Canada for one of our bigger accounts/customers. They are also…
Added 25 mins ago
Manager, Finance and Administration
University of Toronto
Toronto, ON
Under the general direction of the Director, the Manager, Finance and Administration is responsible for the management of complex financial and administration functions required to meet the…
Added 40 mins ago
Backend Engineer
Movable Ink
Toronto, ON
You will report to the Behavioral Team Engineering Manager in this role.
Added 40 mins ago
E/I Commissioning Coordinator
Shermco Industries, Inc.
Saskatoon, SK
$55 CAD / hour
Full-time
The E/I Commissioning Coordinator under the direction of the Project Manager is primarily responsible for the coordination of key functions and assignments in support of the safe and…
Added 40 mins ago
Social Media Coordinator
Culligan of Canada
Brantford, ON
Full-time
Provide administrative support for local events, trade shows, and community partnerships, including logistics and administrative coordination.
Added 40 mins ago
Receptionist
RR Donnelley
Toronto, ON
Full-time
Communicate with direct reports, manager and client on job or deadline issues
Added 54 mins ago
Senior Manager, Assurance and Accounting, Public Companies
ACCA Careers
Burlington, ON
Full-time
Make an impact with our Assurance & Accounting, Public Companies team as a Senior Manager. This diverse team of professionals are dedicated to exceeding clients’ unique needs within a…
Added 54 mins ago
restaurant manager
Rajdhani Sweets & Restaurant
Mississauga, ON
Full-time
Added 54 mins ago
restaurant assistant manager
Stacked
Port Hope, ON
Full-time
Added 54 mins ago
Event Project Manager
Akkodis
Mississauga, ON
Contract
On behalf of our client, we are seeking an experienced Event Project Manager to support the planning, coordination, and execution of commercial marketing events across North America. This…
Added 54 mins ago
Artificial Intelligence Engineer
Gala Solutions
Montreal, QC
Contract
Amazon Web Services, hands-on across at least three of: IAM and STS / assume-role, SigV4 request signing, Bedrock, EKS, VPC endpoints and private networking, Secrets Manager, and CloudWatch.
Added 54 mins ago
Bilingual Head of Business Development, English Canada
MPI San Diego Chapter (MPISD)
Toronto, ON
Full-time
…keynotes, hosting, workshops and team building, from one off events to annual…
Added 54 mins ago
Communications & Brand Manager
Flynn Group of Companies
Mississauga, ON
$110,000 to $130,000 CAD / year
Full-time
Flynn is seeking a strategic and creative Communications & Brand Manager to lead internal communications, employee engagement, and brand initiatives across North America. This role will…
Added 54 mins ago
Receptionist
RRD
Toronto, ON
$17.88 to $23.85 USD / hour
Full-time
Communicate with direct reports, manager and client on job or deadline issues
Added 54 mins ago
Manager, Global Benefits
Geotab
Toronto, ON
Full-time
We are always looking for amazing talent who can contribute to our growth and deliver results! Geotab is seeking a Manager, Global Benefits who will lead the design, strategy, and…
Added 54 mins ago
Manager, Global Benefits
Geotab
Oakville, ON
Full-time
We are always looking for amazing talent who can contribute to our growth and deliver results! Geotab is seeking a Manager, Global Benefits who will lead the design, strategy, and…

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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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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