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Added 13 mins ago
Enrolment Services Advisor
The University of British Columbia
Vancouver, BC
$7,158.42 to $10,292.25 CAD / month
Full-time
…minimum and the maximum and represents an employee that possesses full job knowledge, qualifications and experience for the position. In the normal course, employees will be hired,…
Added 13 mins ago
AMLATF Investigator
Coast Capital
Surrey, BC
Full-time
As directed, assist the Senior Manager, Financial Intelligence Unit in accomplishing department goals through projects, initiatives and compliance program development.
Added 13 mins ago
TECHNICIAN, LUBE & MAINTENANCE
Birchwood Automotive Group
Winnipeg, MB · Greater Winnipeg Metropolitan Area
Full-time
Full benefits package including vacation time, company-paid extended health, dental/vision coverage, and employee assistance – with flex plan options
Added 13 mins ago
Branch Manager
Water Treatment Equipment Co
Hanover, ON
Full-time
The Branch Manager is responsible for overseeing and providing support to the daily operations of the branch. They are a key part of ensuring that all employees provide a level of customer…
Added 14 mins ago
Reservations Manager (Maternity Coverage)
AccorHotel
Banff, AB
Contract
…Reservations team at the Castle in the Rockies. The Reservations Manager is responsible for the overall leadership and performance of the department, ensuring an exceptional booking…
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Restaurant Manager - In Room Dining
AccorHotel
Banff, AB
Full-time
…Health, Orthodontics, Fertility Drugs and Gender Affirmation for full time permanent status…
Added 29 mins ago
Affordable Housing Program Manager
Vancity
Vancouver, BC
Full-time
As an Affordable Housing Program Manager, you will work closely with senior leadership to advance Vancity’s Affordable Housing Strategy by creating pathways for more members and communities…
Added 29 mins ago
Senior Software Developer, Cloud and Platform
Archipelago
Victoria, BC
Full-time
This is a hands-on individual contributor role reporting to our Technical Manager, Platform. You will help evolve the cloud architecture behind our FishVue connected products, building…
Added 29 mins ago
Pro Account Sales Associate Full Time - 7226 Parry Sound
The Home Depot Canada
Parry Sound, ON
Full-time
…bonuses tied to business performance; Deferred Profit-Sharing Program to assist with retirement savings; comprehensive paid benefits; a 15% discount on Home Depot stock purchases; and…
Added 29 mins ago
Harm Reduction Outreach
Lookout Housing and Health
Abbotsford, BC
Full-time
The Harm Reduction Outreach Worker (HRO) supports Lookout’s Harm Reduction Program under the direction of the Program Manager. The HRO gives oversight of harm reduction supplies throughout…
Added 29 mins ago
Clinical Support Worker
Lookout Housing and Health
North Vancouver, BC
Full-time
The Clinical Support Worker (CSW) reports to Site Manager and works in accordance with the mission and philosophy of Lookout Housing and Health Society including following Lookout’s Code of…
Added 29 mins ago
Program Resource Worker
Lookout Housing and Health
North Vancouver, BC
Full-time
The Program Resource Worker (PRW) reports to the Site Manager and works in accordance with the mission and philosophy of Lookout Housing and Health Society, including following Lookout’s…
Added 29 mins ago
Program Resource Worker
Lookout Housing and Health
North Vancouver, BC
Full-time
The Program Resource Worker (PRW) reports to the Site Manager and works in accordance with the mission and philosophy of Lookout Housing and Health Society, including following Lookout’s…
Added 29 mins ago
Clinical Support Worker
Lookout Housing and Health
North Vancouver, BC
Full-time
The Clinical Support Worker (CSW) reports to Site Manager and works in accordance with the mission and philosophy of Lookout Housing and Health Society including following Lookout’s Code of…
Added 29 mins ago
Branch Operations Manager
RBC Dominion Securities
Newmarket, ON
Full-time
The RBC Dominion Securities Management team located in Newmarket is looking for a Branch Operations Manager to join their team! The Branch Operations Manager fulfils a leadership role in…
Added 29 mins ago
Field and Event Manager
Tigera
Vancouver, BC
…to the design and operation of those platforms. At the same time, organizations are taking AI applications and agents into production and need infrastructure that can operate reliably…
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Culinary Operations Coordinator - Full Time Professional
Mohawk Students' Association
ON · Hamilton, Ontario
Full-time
…systems, vendor relationships, and cost controls, ensuring full compliance with safety and public health…
Added 29 mins ago
Facilities Assistant
HealthOne
Toronto, ON
$20 to $26 CAD / hour
Paid personal days for eligible full-time team members
Added 29 mins ago
Project Delivery Manager, Building Renewals
OMICRON CANADA INC.
Vancouver, BC
$110,000 to $150,000 CAD / year
Omicron is hiring a Project Delivery Manager, Building Renewals to support our Renewals & Special Projects Business Unit and strengthen our integrated design–build delivery model. As our…
Added 29 mins ago
Assistant Manager, Custodial Operations and Building Services
University of Saskatchewan
Saskatoon, SK
Primary Purpose and Nature of Work: Reporting to the Manager, Custodial Operations and Building Services, this position is responsible for the delivery of the custodial operations and…
Added 29 mins ago
Coordinator, Academic Programs, Family Medicine
University of Saskatchewan
Saskatoon, SK
Reporting to the Manager, Academic Programs, the Coordinator serves as a central point of coordination between program leadership and administrative staff supporting postgraduate medical…
Added 44 mins ago
Member Experience Supervisor (Internal Posting)
YBC
Chilliwack, BC
Full-time
Salary: $60,000 - $63,500 per year plus full benefits package
Added 44 mins ago
Building Operations Staff
YBC
Chilliwack, BC
Full-time
Added 44 mins ago
Wellness Coordinator
Native Counselling Services of Alberta
Edmonton, AB
$50,000 to $55,000 CAD / year
…we are looking for a highly motivated individual to fill the full-time position of wellness coordinator to assist residents to self-determine, develop healing plans and follow through on…
Added 44 mins ago
Maintenance
Native Counselling Services of Alberta
Edmonton, AB
Up to $55,000 CAD / year
…toward a healthy holistic lifestyle. Our Kisnimi Ti housing program is looking for a highly motivated individual, who is dependable and working toward ensuring the safety of the dwellings…

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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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.

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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