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Added 28 mins ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 28 mins ago
DF
Store Manager | City Place
Decisive Farming by TELUS Agriculture
Winnipeg, MB
- Full-time
Looking for a career, not just a job? Does the idea of business leadership and community involvement excite you? Are you a natural-born trailblazer with a competitive spirit who loves to…
Added 29 mins ago
B
Business Development Manager
BMO
Vancouver, BC · WGA
- Full-time
Boldly Grow the Good in Business and Life - Become BMO's next Business Development Manager supporting BrokerEdge clients in making real financial progress. Situated in Vancouver BC, this…
Added 29 mins ago
B
Mortgage Specialist
BMO
Duncan, BC · Nanaimo, BC
- Full-time
Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies…
Added 29 mins ago
B
Mortgage Specialist
BMO
BC
- Full-time
Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies…
Added 29 mins ago
B
Mortgage Specialist
BMO
Surrey, BC
- Full-time
Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies…
Added 29 mins ago
B
Mortgage Specialist
BMO
North Vancouver, BC
- Full-time
Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies…
Added 29 mins ago
B
Mortgage Specialist
BMO
Kelowna, BC
- Full-time
Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies…
Added 29 mins ago
B
Mortgage Specialist
BMO
Penticton, BC
- Full-time
Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies…
Added 29 mins ago
B
Mortgage Specialist
BMO
New Westminster, BC
- Full-time
Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies…
Added 29 mins ago
B
Mortgage Specialist
BMO
Vancouver, BC
- Full-time
Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies…
Added 29 mins ago
B
Mortgage Specialist
BMO
Maple Ridge, BC
- Full-time
Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies…
Added 29 mins ago
B
Mortgage Specialist
BMO
Burnaby, BC
- Full-time
Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies…
Added 29 mins ago
B
Mortgage Specialist
BMO
Burnaby, BC
- Full-time
Cultivates, builds, and manages relationships with a referral network to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies…
Added 29 mins ago
AC
Inside Sales Account Manager, Eastern Canada
Axis Communications
Montreal, QC · Canada - Montreal
- Full-time
The Inside Sales Account Manager (ISAM) is a key driver of growth within the Axis partner ecosystem. This role focuses on developing, enabling, and managing Authorized Partners to…
Added 1 hour ago
KE
Project Manager: Environmental Contracting
Kinetic Environmental
AB · Calgary, AB
- Full-time
Our core values are a desire to build enduring Relationships, a Passion for our business, and an endeavor for Continuous Improvement in all we do. We focus on teamwork, trust and, most…
Added 1 hour ago
RB
Lead System Administrator
Royal Bank of Canada
Toronto, ON
- Full-time
Reporting to the Senior Manager, this role is responsible for assessing, researching, and analyzing business and technical application requirements to support and resolve systems issues…
Added 1 hour ago
WP
Ticketing Services & Entertainment Coordinator
Westerner Park
Red Deer, AB
- Full-time
…Coordinator is responsible for supporting Box Office operations and providing in-person support during ticketed events. The Coordinator ensures efficient ticketing processes, exceptional…
Added 1 hour ago
B
Gestionnaire de territoire bilingue - Intervention Périphériqu (contract 12 mois)
BD
Montreal, QC · Quebec, QC · CAN Quebec - Galilee
- Full-time
…in the world. Advancing the world of health™ is our Purpose, and it’s no small feat. It takes the imagination and passion of all of us - from design and engineering to the manufacturing and…
Added 1 hour ago
C&
Assistant Facilities Manager
Cushman & Wakefield
Toronto, ON
- Full-time
Under the strategic direction of the Facilities Manager, the Assistant Facilities Manager plays a pivotal role in ensuring the seamless operation of a designated facility, portfolio of…
Added 1 hour ago
MF
District Sales Associate
Mackenzie Financial Corporation
Calgary, AB
- Other
…the position of District Sales Associate. Reporting to the Manager, District Sales Associates, the successful candidate’s primary responsibility is to provide administrative support sales…
Added 1 hour ago
RB
Senior Project Manager-Regulatory, Risk Remediation
Royal Bank of Canada
Toronto, ON
- Full-time
The Senior Project Manager-Regulatory Risk Remediation is responsible for leading and coordinating regulatory risk management initiatives across the organization. This role partners with…
Added 1 hour ago
RB
Senior Manager, Risk Management & Compliance
Royal Bank of Canada
Halifax, NS · Toronto, ON
- Full-time
The Senior Manager, Risk Management & Compliance is responsible for developing and implementing global risk management reports, systems, and processes to minimize investments risks. Applies…
Added 2 hours ago
Sales Catering Manager Mat Leave 12 month contract
Coast Hotels
Calgary, AB
We are looking for a Sales Catering Manager to fill a 12 month maternity leave role who will contribute to the overall success of Coast Calgary University Area Hotel by APA by providing…
Added 2 hours ago
TM
Operational Excellence Analyst
Toyota Motor Corporation
Toyota Credit Canada Inc - Head Office
- Full-time
TFS is offering a permanent position for an Operational Excellence Analyst within the Business Innovation Department. The Analyst is responsible for supporting continuous improvement…

RBC

Portfolio Management Assistant

Langley (District), BC, Canada

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. · Full-time

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Job details

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

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

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.

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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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