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Added 1 hour ago
R|
Research Assistant - Public Engagement
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
As Research Assistant (public engagement), you will be responsible for the development, implementation, and evaluation of CADeN’s public engagement campaign. As part of this work, you will…
Added 2 hours ago
J
Management Trainee Summer Internship - 2027
Jobbe
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- Temporary
…manage a fleet of vehicles, take care of customers, develop marketing strategies and build relationships with customers and…
Added 2 hours ago
J
Flow Crew Supervisor
Jobbe
Moncton, NB
- Full-time
Overnight Flow Crew Supervisors are responsible for the management of their area. This includes executing marketing campaigns, managing inventory, and participating in meetings in addition…
Added 2 hours ago
J
Manager, Corporate Strategic Project Delivery
Jobbe
St. John's, NL · Greater St. John's Metropolitan Area
- Full-time
Familiarity with processes and systems related to retail sales, supply chain management, wholesale, logistics, marketing, finance, and human resources processes.
Added 2 hours ago
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Assistant Store Manager
Jobbe
Fredericton, NB
- Full-time
We’re looking for a motivated and dynamic Assistant Store Manager to help lead our team and support the daily operations of our Regent Mall location. In this role, you’ll assist the Store…
Added 2 hours ago
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Conference Assistant
Connectively Inc.
Vancouver, BC
- Contract
Role: Conference Assistant (2-Day Contract, Vancouver, BC)
Added 2 hours ago
UR
Administrative Assistant, Commercial Real Estate
Urban Reform Realty Inc., Brokerage
Montreal, QC
- Full-time
Urban Reform Immobilier is seeking an organized, detail-oriented and dependable Administrative Assistant to support our commercial real estate brokerage team.
Added 2 hours ago
MT
Administrative assistant
Marble Trend Ltd.
Toronto, ON · North York, ON
- Full-time
Work with the marketing department to understand and communicate marketing messages to the field
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Assistant Manager - BOSS Store, Rideau
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Ottawa, ON
- Other
Added 7 hours ago
CB
assistant manager - food services
Canopy By Hilton Toronto Yorkville
Toronto, ON
- Full-time
Participate in marketing plans and implementation
Added 7 hours ago
MT
administrative assistant
Marble Trend Ltd.
Toronto, ON · North York, ON
- Full-time
Work with the marketing department to understand and communicate marketing messages to the field
Added 8 hours ago
M
Restaurant assistant manager
McDonald's
Fernie, BC
- Full-time
Participate in marketing plans and implementation
Added 8 hours ago
M
Restaurant assistant manager
McDonald's
Sparwood, BC
- Full-time
Participate in marketing plans and implementation
Added 9 hours ago
SC
Media Asset Management Assistant
Sports Careers
Toronto, ON
- Full-time
Search and retrieve archived content as per various internal requests from Production, Game Operations, and Marketing as well as external requests from Global Partnerships, other linear…
Added 9 hours ago
M(
Media Asset Management Assistant
MLSE (Maple Leaf Sports & Entertainment Partnership)
Toronto, ON
- Part-time
Search and retrieve archived content as per various internal requests from Production, Game Operations, and Marketing as well as external requests from Global Partnerships, other linear…
Added 11 hours ago
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(sr) Branch Service Manager/Gestionnaire de succursale, Service (Maritimes)
Konica Minolta Business Solutions (Canada) Ltd.
Dartmouth, NS
- Full-time
Added 14 hours ago
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restaurant assistant manager
Dairy Queen
Summerside, PE
- Full-time
Participate in marketing plans and implementation
Added 15 hours ago
HH
assistant manager, restaurant
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Welland, ON
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Participate in marketing plans and implementation
Added 17 hours ago
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assistant manager - food services
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Georgetown, ON
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Added 18 hours ago
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Licensed property manager
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Burnaby, BC
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Licensed Property Manager / Licensed Assistant
Added 18 hours ago
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restaurant assistant manager
Dairy Queen
Vancouver, BC
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Participate in marketing plans and implementation
Added 21 hours ago
GD
Administrative Assistant IV - Saskatoon
Gabriel Dumont Institute
Saskatoon, SK
- Full-time
Responsibilities: Reporting to the Senior Program Coordinator – Training & Employment, the Administrative Assistant 4 provides administrative and operational support to the delivery of…
Added 21 hours ago
QC - ASSISTANT STORE MANAGER
The Aldo Group Inc / Le Groupe Aldo Inc.
Montreal, QC
As Assistant Store Manager, you’re the Store Manager’s right hand and a key player in creating an amazing store experience. You lead by example, inspire your team to hit sales goals, and…
Added 23 hours ago
BS
Head Office Administrative Coordinator
Bento Sushi
Richmond Hill, ON
- $50,000 to $55,000 CAD / year
- Full-time
Coordinate sending of customer relations materials (letters, gift cards, coupons) for QA and Marketing teams.
Added 1 day ago
7
Assistant Store Leader (Assistant Manager)
7-Eleven
Fernie, BC
- Full-time
…experience, we would love the opportunity to talk with you about our Assistant Store Leader Trainee role! We’re hiring immediately and are focused and dedicated to your success! We offer…

RBC

Portfolio Management Assistant

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

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

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.

Apply About employer

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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