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Added 41 mins ago
Services vétérinaires, Animaux de compagnie / Companion Animal Veterinary Services
Merck
Ottawa, ON · Kirkland, QC · Montreal, QC · Pointe-Claire, QC · Quebec, QC · Saint-Hyacinthe, QC · Sherbrooke, QC
Full-time
Added 1 hour ago
Associate Sales Consultant
Olympus Corporation
Richmond Hill, ON
Full-time
Identify and pursue business at the account level by making routine calls to existing customers or to new customers. Account here is defined as end user ranging from individual physician to…
Added 2 hours ago
(CAN) Customer Service Manager
Walmart Canada
Grand Falls, NB
$15 CAD / hour
Full-time
…customer loyalty. The Customer Service Manager also plays a key role in ensuring compliance with company programs and operational standards, helping the store run efficiently and…
Added 2 hours ago
(CAN) Customer Service Manager
Walmart Canada
Grand Falls, NB
$15 CAD / hour
Full-time
…customer loyalty. The Customer Service Manager also plays a key role in ensuring compliance with company programs and operational standards, helping the store run efficiently and…
Added 2 hours ago
Manager, Accounting
Adi Development Group
Burlington, ON
Full-time
We are one of Canada’s most forward-thinking real estate development, construction management and investment companies - a vertically integrated developer, builder and operator - with…
Added 2 hours ago
Associate
RBC Dominion Securities
Victoria, BC
Full-time
…invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and…
Added 2 hours ago
Sales Solution Specialist
Sysco
Quebec, QC · Sysco Canada Inc.
Full-time
…profit goals set by the company. Provide an exceptional level of business to business (B2B) sales consultation, account management, customer service, and innovative solutions that…
Added 2 hours ago
Financial Analyst
The TJX Companies, Inc.
Mississauga, ON · CAN Home Office Mississauga ON
$61,582.5 to $86,215.5 CAD / year
Full-time
We’re looking for a Financial Analyst to play a key role in shaping inventory and gross margin insights for a multi‑billion-dollar retail business. This role works closely with Finance and…
Added 3 hours ago
Associate
RBC
Victoria, BC
Full-time
…invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and…
Added 3 hours ago
Associate Sales Consultant
Olympus Corporation of the Americas
Richmond Hill, ON
Identify and pursue business at the account level by making routine calls to existing customers or to new customers. Account here is defined as end user ranging from individual physician to…
Added 4 hours ago
Associate Director, Asset Services
Cushman & Wakefield
Toronto, ON
Full-time
The Associate Director will perform at the highest of ethical standards, reflecting the core values of C&W as defined in its Business Code of Conduct, Policies and Procedures Manual, and…
Added 5 hours ago
Sales Support Representative - Bilingual
Mettler Toledo
Mississauga, ON
…Field Sales Organization. This position combines proactive business development, customer relationship management, and sales support activities to maximize customer engagement and sales…
Added 7 hours ago
Private Trust Client Service Associate - Indigenous Trust
TD
Sudbury, ON · Thunder Bay, ON
Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 7 hours ago
Analyst, Loans Accounting and Controls - SLC Management
SLC Management
Toronto, ON · Waterloo, ON · Sun Life Waterloo King
Full-time
Reporting to the Associate Director, Loans Accounting and Controls, the Analyst will work with a team of individuals who are responsible for supporting the accounting, valuation and…
Added 7 hours ago
Analyst, Loans Accounting and Controls - SLC Management
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Waterloo King
Full-time
Reporting to the Associate Director, Loans Accounting and Controls, the Analyst will work with a team of individuals who are responsible for supporting the accounting, valuation and…
Added 9 hours ago
Lenovo Accelerated Sales Rotational Program Associate [LASR] Canada Full-time
Lenovo
Markham, ON
$44,467 to $68,184 CAD / year
Full-time
Serve as a Business Development Representative, developing skills in relationship building, account mapping, pipeline generation, and customer acquisition.
Added 11 hours ago
Client Success Associate
Orennia
Calgary, AB
Full-time
Engage in commercially focused customer discussions to influence product, service and overall Orennia business development.
Added 19 hours ago
Associate
Royal Bank of Canada
Hamilton, ON
Full-time
Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.
Added 19 hours ago
Portfolio Management Assistant
Royal Bank of Canada
Toronto, ON
Full-time
Additional duties include assisting with Business Development activities by: developing and managing marketing lists, helping with new account presentations, and preparing new prospect…
Added 20 hours ago
Associate
RBC Dominion Securities
Hamilton, ON
Full-time
Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.
Added 20 hours ago
Account Manager I
TD
Victoria, BC
Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 21 hours ago
(CAN) Customer Service Manager
Walmart Canada
Saskatoon, SK
$15 CAD / hour
Full-time
…customer loyalty. The Customer Service Manager also plays a key role in ensuring compliance with company programs and operational standards, helping the store run efficiently and…
Added 21 hours ago
Associate Director, Strategic Pursuits, Managed Services
EY
Winnipeg, MB · Toronto, ON · Saskatoon, SK · Halifax, NS · St. John's, NL · Saint John, NB · London, ON · Vancouver, BC · Victoria, BC · Edmonton, AB · Ottawa, ON · Dieppe, NB · ON · AB · Waterloo, ON · Calgary, AB
As a key member of the team, you will help shape and execute growth strategies, support major business development opportunities, review strategic managed services pursuits, and coach teams…
Added 22 hours ago
Associate
RBC
Hamilton, ON
Full-time
Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.
Added 22 hours ago
Portfolio Management Assistant
RBC
Toronto, ON
Full-time
Additional duties include assisting with Business Development activities by: developing and managing marketing lists, helping with new account presentations, and preparing new prospect…

RBC

Portfolio Management Assistant

Toronto, ON, Canada

Job type: Full-time
Posting language: English
Posted: Oct 1, 2026

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Original job description

Job Description

What is the opportunity?

The Portfolio Management Assistant (PMA) is a role that focuses primarily on supporting the Investment Counsellor in the management of private client portfolios (primarily comprised of pooled funds), relationships, and meetings. It is not an asset selection or analysis role, but an integral role on a small team that manages approximately 120 relationships. This is done through assistance with producing financial plans, portfolio rebalancing per the investment policy statement and preparing/updating Investment Policy Statements. It requires strong tax and financial planning knowledge, in addition to portfolio management knowledge. The PMA will pro-actively identify, investigate and resolve client inquiries and provide the Investment Counsellor with recommendations for resolution of complex situations, as well as assist in the construction of customized investment strategies, proposals and implement & monitor action plans for new funds and portfolio allocations. The PMA will enter trades as directed by the Investment Counsellor, and works closely with the Private Client Associate to assist in the administration of client portfolios. Other requirements include being a self-directed individual with excellent organization skills, strong writing and communication, able to handle large volumes of information, interpersonal skills and critical thinking. For more information please visit: www.rbcphnic.com

What will you do?

By providing excellence in customer service, you will respond to all client inquiries, update client files as required and prepare client presentation material
You will also be required to prepare meeting material in advance and attend client meetings, if requested
In addition, you will be responsible for drafting correspondence and client newsletters, assisting to prepare financial plans using RBC’s proprietary software and responding to tax related questions from accountants
You will also assist with securities trading as directed by the Investment Counsellor
Additional duties include assisting with Business Development activities by: developing and managing marketing lists, helping with new account presentations, and preparing new prospect proposals
You will also be preparing client Investment Policy Statements from a template, and model, monitor and provide suggestions to rebalance the portfolios
A key component of your responsibilities will also include ensuring that compliance to client mandate and portfolio models are met
Finally, you will assist the Investment Counsellor and the team with any additional ad hoc administrative duties as needed.

What do you need to succeed?

Must Have

Minimum of 2 years in a client facing role in a financial institution, including financial planning
University Degree
Completion of either CIM or CFA Level 1
PFP or CFP
Experience in Trading
Advanced MS Office skills (Word, Excel, Power Point )
Attention to detail, strong organizational skills, excellent oral and written skills, and technologically savvy

Nice to Have

Tax planning experience
Portfolio Management skills
Successful completion of CSC

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 including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Challenging work
Variety of assignments
Financial strength and a strong brand
Prestige
Management that supports your work and progression

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:

ROYAL BANK PLAZA, 200 BAY ST:TORONTO

City:

Toronto

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-08-19

Application Deadline:

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.

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More about this job

Responsibilities

The Portfolio Management Assistant supports the Investment Counsellor in managing private client portfolios, including rebalancing, financial planning, and preparing investment strategies. They also handle client inquiries, maintain client files, and assist with business development and administrative tasks.

Requirements

Candidates must have at least 2 years of experience in a client-facing financial role and hold a university degree. Professional certifications such as CIM, CFA Level 1, PFP, or CFP are required, along with strong trading and financial planning knowledge.

Skills

Portfolio management
Financial planning
Investment strategy
Trading
Tax planning
Investment policy statements
Financial analysis
Customer service
Compliance
Business development
Critical thinking
Communication
Organization
MS Office

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock

Visa sponsorship

Not detected in the job text

Keywords

Portfolio Management
Investment Counsellor
Financial Planning
Pooled Funds
Investment Policy Statement
Trading
Wealth Management
CIM
CFA
PFP
CFP
CSC
MS Office
Compliance
Client Relations
Business Development
Asset Allocation
Tax Planning
Financial Analysis
Reporting
Presentation Material
Market Research
Account Management
Risk Management
Data Analysis

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