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Added 9 mins ago
Process Plant Analyst
Agnico Eagle Mines Limited
Cochrane, ON
Full-time
Reporting to the Process Plant Maintenance Manager, you will be part of the Process Plant Maintenance Department. You will address challenges in balancing demands of daily operations with…
Added 9 mins ago
Executive Director
Résidence Cardinal Creek Residence
Orleans, ON
Full-time
…time during the recruitment process, please contact the hiring…
Added 9 mins ago
Facilitator & Learning Support Specialist - Tangerine
Tangerine
Moncton, NB
Full-time
Under the guidance of the Manager, support the onboarding, preparation, and ongoing development of Designated Trainers as assigned
Added 9 mins ago
Senior Tax Advisor
National Bank of Canada
Toronto, ON
Full-time
…group of 12 specialized professionals and report to the Senior Manager, Investment Fund Accounting. We are responsible for all tax-related activities for investment funds administered by…
Added 9 mins ago
Sr. Manager, AI Strategy & Integration
Arvato
Toronto, ON
Full-time
The Senior Manager of AI Strategy & Integration will lead the digital transformation of our logistics network. This role is specifically designed to accelerate business growth by deploying…
Added 9 mins ago
Manager, Strategic Finance & Corporate Development
EQ Bank
Toronto, ON
Full-time
The Manager, Strategic Finance & Corporate Development plays a critical analytical role within the Enterprise Strategy & Growth team.
Added 9 mins ago
Senior Manager, Lifecycle Management Strategy
EQ Bank
Toronto, ON
Full-time
Combining product knowledge, deep marketing expertise and business acumen, the Senior Manager translates customer insights, portfolio priorities and market opportunities into an actionable…
Added 9 mins ago
Manager, Supply Portfolio Optimization & Analytics
Superior Plus Corp
Calgary, AB
Full-time
Reporting to the Director of Operational Performance, the Manager, Supply Portfolio Optimization & Analytics plays a key role in driving value creation across our supply chain. Leveraging…
Added 9 mins ago
Accounting Manager
Confidential
Vernon, BC
$75,000 to $120,000 CAD / year
Full-time
Our client, a boutique accounting firm supporting a diverse group of clients across the North Okanagan, is seeking an Accounting Manager to join their growing team.
Added 9 mins ago
Product Support Specialist
Stripe
Toronto, ON
Full-time
…appropriately support our users and workflows, which the hiring manager will discuss. This approach helps strike a balance between bringing people together for in-person collaboration and…
Added 9 mins ago
Analyste applicatif (XTP optionnel)
Astek
Montreal, QC · Greater Montreal Metropolitan Area
Full-time
XX, ton futur Manager, te proposera ensuite d’échanger autour de cette opportunité, de ton parcours et de tes attentes !
Added 9 mins ago
Comptable de Fonds Sénior/Senior Fund Accountant
Sagard
Montreal, QC
Full-time
Baccalauréat en comptabilité, finance ou dans un autre domaine connexe.
Added 9 mins ago
Senior Finance Manager
Swim Recruiting
Vancouver, BC
$85,000 to $130,000 CAD / year
Full-time
Exciting opportunity for a Senior Manager, Finance to make a meaningful impact within a fast-growing global organization. This role offers the chance to partner with cross-functional…
Added 9 mins ago
Senior Manager, Bid & Proposal
CS GROUP
Montreal, QC
Full-time
We are seeking a Senior Bid & Proposal Manager to lead competitive proposals for the Defense Products business line. The role owns the bid lifecycle from opportunity qualification and…
Added 9 mins ago
Payroll & HR Generalist
Robert Half
Guelph, ON
$60,000 to $75,000 CAD / year
Full-time
Produce HR documents and reports while responding to employee and manager questions related to workplace policies and procedures.
Added 9 mins ago
Project Manager
CI Financial
Toronto, ON
Full-time
We are seeking an experienced Project Manager to join our Program Management Office (PMO). The Project Manager is responsible for leading the end-to-end delivery of strategic business and…
Added 9 mins ago
General Manager, Projects
Confidential
Mississauga, ON
$250,000 to $350,000 CAD / year
Full-time
The General Manager, Projects will hold overall responsibility for leading the Projects Group across the Americas, overseeing the full execution phase of the project development lifecycle…
Added 9 mins ago
Project Controls Manager
Confidential
Mississauga, ON
$180,000 to $230,000 CAD / year
Full-time
The Project Controls Manager will own the full project controls function for assigned EPCM projects, serving as the single point of contact for cost control, scheduling, budgeting, cash…
Added 11 mins ago
Manager Credit Risk Governance Unsecured, Retail Credit Risk, Global Risk Management
Scotiabank
Toronto, ON
The Manager, Credit Risk Governance contributes to the overall success of Retail Credit Risk in Canada by providing effective challenge on Unsecured credit risk strategy and policy changes…
Added 11 mins ago
Community General Manager, Imperial Service
CIBC
Toronto, ON · Albion, PE · PCF-Albion
Full-time
…solutions to meet our clients goals. As a Community General Manager (CGM), Imperial Service, you will build a capable and motivated team through proactive talent management. You will be…
Added 11 mins ago
Community General Manager, Imperial Service
CIBC
Toronto, ON
Full-time
…solutions to meet our clients goals. As a Community General Manager (CGM), you will build a capable and motivated team through proactive talent management. You will be empowered to create a…
Added 11 mins ago
Community General Manager II
CIBC
Sarnia, ON
Full-time
…solutions to meet our clients goals. As a Community General Manager (CGM), you will build a capable and motivated team through proactive talent management. You will be empowered to create a…
Added 11 mins ago
Community General Manager, Imperial Service
CIBC
Listowel, ON
Full-time
…solutions to meet our clients goals. As a Community General Manager (CGM), you will build a capable and motivated team through proactive talent management. You will be empowered to create a…
Added 11 mins ago
Community General Manager, Imperial Service
CIBC
Sarnia, ON
Full-time
…solutions to meet our clients goals. As a Community General Manager (CGM), you will build a capable and motivated team through proactive talent management. You will be empowered to create a…
Added 11 mins ago
Audit Manager, Capital Markets
CIBC
Toronto, ON
Full-time

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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