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Added 13 mins ago
Office Manager Assistant, Full time seasonal
Havergal
Sudbury, ON
Full-time
Strong time management and organizational skills
Added 13 mins ago
Retail Sales Associate
Canna Cabana
Sudbury, ON · Paul Street, Sudbury, ON
$17.6 to $18.5 CAD / hour
Part-time
Canna Cabana is actively seeking Part-Time Sales Associates who are knowledgeable, responsible, hardworking, dedicated, and mature individuals interested in joining our team. Join us at our…
Added 28 mins ago
Temporary Administrative Assistant 6 (up to 12 months)
City of Saint John
Saint John, NB
Temporary
Reporting to the Manager, Customer Service & Operations in Growth and Community Services, the position is responsible for a variety of administrative duties to provide the necessary support…
Added 59 mins ago
Assistant Manager - BOSS Store, Fairview
HUGO BOSS Canada, Inc.
Toronto, ON
Other
…we believe our equitable work environment helps unleash your full potential and inspires you to…
Added 59 mins ago
Assistant Store Manager - BOSS Outlet, McArthur Glen
HUGO BOSS Canada, Inc.
Vancouver, BC
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Assistant Manager - BOSS Store, Guildford
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Vancouver, BC
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Added 1 hour ago
Physiotherapist I
Alberta Health Services
Red Deer, AB
Full-time
…outcomes. This role is well supported by the Allied Health Area Manager and the Physiotherapy Professional Practice Lead, offering a strong professional practice environment. Key…
Added 1 hour ago
Executive Administrative Assistant - Office & Administrative Specialist Senior
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
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Added 1 hour ago
Financial Service Representative - LendDirect Office 1576
LendDirect
Toronto, ON · Scarborough, ON
Full-time
…to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move into a BM…
Added 1 hour ago
Financial Service Representative - LendDirect Office 1576
Attain Finance
Toronto, ON · Scarborough, ON
Full-time
…to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move into a BM…
Added 1 hour ago
Retail Assistant Store Manager
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Windsor, ON
Full-time
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Executive Assistant & Office Manager
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Toronto, ON
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A newly-formed private family office in Toronto is seeking a highly organized, discreet Executive Assistant and Office Manager to support the principals across business and personal…
Added 1 hour ago
Aerie - Selling Team Leader (Assistant Manager)
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Full-time
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Added 2 hours ago
Financial Service Representative - LendDirect Office 1695
LendDirect
Toronto, ON
Full-time
…to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move into a BM…
Added 2 hours ago
Financial Service Representative - LendDirect Office 1695
Attain Finance
Toronto, ON
Full-time
…to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move into a BM…
Added 2 hours ago
Merchandise Processing Team Member - Whitby (Full Time)
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Whitby, ON
Full-time
In-Person Interview: Qualified candidates are invited for a single interview with the General Manager or Assistant General Manager.
Added 2 hours ago
Retail Floor Team Member - Windsor (Part-Time)
Talize Inc / Recycling Rewards
Windsor, ON
Part-time
In-Person Interview: Qualified candidates are invited for a single interview with the General Manager or Assistant General Manager.
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Merchandise Processing Team Member - Windsor (Full Time)
Talize Inc / Recycling Rewards
Windsor, ON
Full-time
In-Person Interview: Qualified candidates are invited for a single interview with the General Manager or Assistant General Manager.
Added 2 hours ago
Assistant Manager, Business Development
Durham College
Oshawa, ON
more than 11,000 full-time post-secondary and nearly
Added 2 hours ago
Assistant Director of Care (ADOC) - FULL TIME
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 the overall provision of care and services to residents,…
Added 2 hours ago
Library Assistant - Course Material and Reserve Services
University of Guelph
Guelph, ON
Temporary full-time from 10/19/2026 to 04/30/2027
Added 3 hours ago
Bread Baker (Rotational Overnight, Full-Time) - Eataly Yorkville
Eataly North America
Toronto, ON
$20 to $22 CAD / hour
Full-time
…accordance with our authentic Italian recipes. Reports to the Assistant Bakery…
Added 3 hours ago
Retail Floor Team Member - North Bay (Part-Time)
Talize
North Bay, ON
Part-time
In-Person Interview: Qualified candidates are invited for a single interview with the General Manager or Assistant General Manager.
Added 3 hours ago
Retail Floor Team Member - Kitchener (Part-Time)
Talize
Cambridge, ON · Greater Kitchener-Cambridge-Waterloo Metropolitan Area
Part-time
In-Person Interview: Qualified candidates are invited for a single interview with the General Manager or Assistant General Manager.

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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