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Added 13 mins ago
Pharmacy Assistant Manager - RPT
Safeway Canada
Saskatoon, SK
Full-time
…customer service, workflow efficiencies, and professional clinical services (disease state mgmt., medication reviews, health risk assessments, injections/vaccines…
Added 13 mins ago
Manager – Banking Cloud & Platform Engineering (35857)
Myticas Consulting
Toronto, ON
Full-time
Manager – Banking Cloud & Platform Engineering
Added 13 mins ago
Senior Supplier Relationship Manager
BMO
Toronto, ON
Full-time
At BMO we are driven by a shared Purpose: Boldly Grow the Good
Added 14 mins ago
Community Disability Worker, Every Other Weekend
Robin Hood Association
Sherwood Park, AB
$17.44 to $21.56 CAD / hour
Part-time
…protocols, Alberta Accommodation Standards, Alberta Health Services standards, Municipal Fire Standards, Service Quality Policy and Management System, Occupational Health & Safety Standards…
Added 30 mins ago
Workplace Ambassador II
BGIS
Toronto, ON
Full-time
…will work with a team of professionals delivering workplace services including hospitality, reception, event space coordination, and space occupancy. In this role, you will be empowered to…
Added 43 mins ago
PATIENT EXPERIENCE MANAGER
PhysioPlus Health Group
Toronto, ON
$60,000 to $70,000 CAD / year
Full-time
Patient Experience Manager Job in Toronto, ON
Added 43 mins ago
Principal Architect - Platform
Nokia
Ottawa, ON · Kanata, ON
Full-time
Architect and optimize multi-tenant shared services, including databases, MQTT, cert-manager, Keycloak, and blob storage.
Added 44 mins ago
Data & Business Intelligence Analyst
Colonnade Management Inc.
Ottawa, ON
$70,000 to $80,000 CAD / year
Full-time
…asset management, property management, leasing and development services. Our continued expansion into Québec has created an opportunity for a full-time, Data & Business Intelligence Analyst…
Added 59 mins ago
Registered Technologist, CT
Humber River Health
Toronto, ON · Greater Toronto, ON
Other
…outcomes. Its digital ecosystem includes automated laboratory services, medication management robotics, electronic health records, a Command Centre, computerized physician order entry,…
Added 1 hour ago
Community Disability Worker, Every Other Weekend
Robin Hood Association
Sherwood Park, AB
$17.44 to $21.56 CAD / hour
Full-time
…protocols, Alberta Accommodation Standards, Alberta Health Services standards, Municipal Fire Standards, Service Quality Policy and Management System, Occupational Health & Safety Standards…
Added 1 hour ago
ECE - BASP - PM Wraparound LTO - John T. Tuck
Halton District School Board
Burlington, ON
Full-time
…both their School Administrator, as well as the Early Years…
Added 1 hour ago
Senior Events Planner
Cassels Brock & Blackwell LLP
Toronto, ON
Full-time
…Business Development & Marketing Department, reporting to the Manager, Events & Client Experience. The Senior Events Planner is a seasoned, hands-on events professional responsible for the…
Added 1 hour ago
Technical Product Manager - Pioneer
Caseware
Toronto, ON
$120,000 to $130,000 CAD / year
Full-time
We are seeking a Technical Product Manager (TPM) to help design, build, and scale the foundational platform services that power the Caseware Cloud portfolio. This role will work closely…
Added 1 hour ago
Nurse Practitioner
HealthCareersInSask.ca
Île-à-la-Crosse, SK
Full-time
…The position will report to and work under the direction of a manager in one of the designated program areas. Practicing within Saskatchewan Health Authority policies, CRNS standards, and…
Added 1 hour ago
Physical Therapist Degree Senior NE 1 & 2
HealthCareersInSask.ca
La Ronge, SK
Job Description: The Physical Therapist Degree Senior reports directly to the Manager. The Physical Therapist Degree Senior is accountable for planning, organizing, directing and…
Added 1 hour ago
Nurse A - Registered Nurse General Duty Nurse
HealthCareersInSask.ca
Swift Current, SK
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…quality nursing care to clients. He/She is responsible to the Manager of the designated…
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Business Solutions Manager, Occupational Health & Specialty
Lifemark Health Group
Brampton, ON
$100,000 to $120,000 CAD / year
Full-time
The Business Solutions Manager serves as the primary strategic partner between Occupational Health and Specialty Programs and the Technology and Analytics organization. Reporting to the…
Added 1 hour ago
Business Solutions Manager, Occupational Health & Specialty
Lifemark Health Group
Toronto, ON · North York, ON
$100,000 to $120,000 CAD / year
Full-time
The Business Solutions Manager serves as the primary strategic partner between Occupational Health and Specialty Programs and the Technology and Analytics organization. Reporting to the…
Added 1 hour ago
Assistant Manager
Compass Group Canada
Alliston, ON
Full-time
…Further details regarding our total rewards program will be shared by the Talent Acquisition team during the hiring process. Canadian work experience is not a requirement for this role.…
Added 1 hour ago
Registered Dietician , Cornwall Ontario (Contract)
Compass Group Canada
Toronto, ON · Greater Toronto Area, Canada
Full-time
You will be responsible for assisting the Manager to ensure the effective overall functioning of the Food and Nutrition Services Department.
Added 1 hour ago
Pharm D Degree
HealthCareersInSask.ca
Regina, SK
Part-time
Job Description: Reporting to the Manager, the Pharmacist-PharmD-Degree is committed to the integration of knowledge and skill in the provision of quality, client-focused pharmacy services…
Added 1 hour ago
Integrated Mission Manager
The Salvation Army Canada and Bermuda Territory
Salmon Arm, BC · New Hope Community Church - Salmon Arm- Family Services
Full-time
The role will plan, develop, organize, and give oversight to corps-operated Community Services facilities and programs, and is responsible for mission integration within the MU (meeting…
Added 2 hours ago
Human Resources Business Partner
OSL Retail Services Inc
Mississauga, ON
Other
At OSL Retail Services, we believe people are the heart of everything we do, and it is an exciting time to be part of something special! Our momentum is growing, and is fueled by…
Added 2 hours ago
Manager of Public Affairs
Karis Disability Services
Waterloo, ON
Full-time
At Karis Disability Services, we believe every person belongs and has the opportunity to thrive. We are seeking a strategic and relationship-focused Manager of Public Affairs to lead our…
Added 2 hours ago
Personal Support Manager
CarePartners
Sudbury, ON · Elliot Lake, ON
Full-time
We are currently looking for someone to join our dynamic Leadership Team in the role of Personal Support Manager. The primary role of the Personal Support Manager is to provide effective…

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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