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Added 28 mins ago
Senior Graphic Designer
Three Ships Beauty
Remote, Canada
Full-time · Remote
In this role, you'll report directly to our Associate Creative Director and work closely with our brand marketing, e-commerce and sales teams.
Added 28 mins ago
Associate Director, Asset Services
Cushman & Wakefield
Toronto, ON
Full-time
The Associate Director role is responsible for the regional oversight of a regional or national portfolio comprised of retail, office and industrial assets. This position will have a number…
Added 28 mins ago
Associate Director, Automation & Innovation
AstraZeneca
Mississauga, ON · Canada - Mississauga
Full-time
In this role, you will set direction and drive adoption of enterprise AI initiatives that unlock value in project and portfolio management, decision support, capacity planning and…
Added 41 mins ago
Founder Support Associate
Elevation Capital
Canada
Full-time
…delivering solutions across the Family Office, Executive Office, and portfolio companies. If you’re looking for a 9–5, calendar / inbox management-focused role in a corporate setting, this…
Added 57 mins ago
Supervisor, Administrative - Property Management
FirstService Residential Canada
Vancouver, BC
Full-time
The Supervisor, Administrative - Property Management, provides direction, supervision and training to a team of Property Administrators as well as operational support so that the Property…
Added 57 mins ago
Senior Graphic Designer
Three Ships
Toronto, ON
$75,000 to $90,000 CAD / year
Full-time
In this role, you'll report directly to our Associate Creative Director and work closely with our brand marketing, e-commerce and sales teams.
Added 58 mins ago
Executive Coordinator
University of Alberta
Edmonton, AB
Full-time
The Executive Coordinator (EC) to the Associate Vice President (AVP) of Shared Services (ShS) plays a pivotal role in providing high-level administrative and operational support to the…
Added 58 mins ago
Senior Project Manager
University of Alberta
Edmonton, AB
Full-time
Work closely with the EPMO Director and Management team to align project outcomes with the University’s strategic plans and enterprise portfolio.
Added 1 hour ago
Bilingual Marketing & Event Associate
Apotex
Toronto, ON · North York, ON
$72,284.85 to $101,198.79 CAD / year
…health products for millions of people worldwide, with a broad portfolio of generic, biosimilar, innovative branded pharmaceuticals and consumer health products. Headquartered in Toronto,…
Added 1 hour ago
Customer Success Associate
Aphex
Remote, Canada
Full-time · Remote
Customer Success Associate, North America Hub
Added 1 hour ago
Senior Operations Associate
Keurig Dr Pepper Canada
Waterloo, ON
$49,900 to $68,640 CAD / year
Full-time
We’re looking for a roll-up-your-sleeves person to join our team and build a career as a Senior Operations Associate in Waterloo, Ontario.
Added 2 hours ago
Senior .NET Developer - ITS5
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
Full-time
Ability to manage extensive application development portfolio with multiple projects at various stages of design, development, implementation or production.
Added 2 hours ago
Personal Banking Associate
TD
Kitchener, ON
Part-time
· Work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals
Added 2 hours ago
Customs Associate (Customs Rater)
Delmar International Inc.
Fort Erie, ON
Full-time
Reporting to the Branch Manager, the Customs Associate is responsible for rating, releasing and managing customs transactions for a portfolio of clients. The Customs Brokerage Associate…
Added 2 hours ago
Customs Associate (Customs Rater)
Delmar International Inc.
Fort Erie, ON
Full-time
Reporting to the Branch Manager, the Customs Associate is responsible for rating, releasing and managing customs transactions for a portfolio of clients. The Customs Brokerage Associate…
Added 3 hours ago
Associate, Financial Institutions Group, Commercial National Accounts
TD
Toronto, ON
Full-time
The Associate, CNA role is the natural entry point into CNA for individuals with previous Commercial/Corporate Banking experience and/or relevant FI experience, ideally in large and more…
Added 3 hours ago
Analyst, Loans Accounting and Controls - SLC Management
SLC Management
Toronto, ON · Waterloo, ON · Sun Life Waterloo King
Full-time
SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full…
Added 3 hours ago
Analyst, Loans Accounting and Controls - SLC Management
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Waterloo King
Full-time
SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full…
Added 4 hours ago
Associate Financial Analyst
Textron
Windsor, ON
Full-time
…we are advancing solutions for the era of new mobility. Our portfolio also covers high-quality industrial packaging and cast camshafts. Embracing the transformative venture, Kautex is part…
Added 5 hours ago
Temporary Sales Support Associate
Coach
Mont-Royal, QC
Part-time
Coach is part of the Tapestry portfolio – a global house of brands committed to stretching what’s possible.
Added 5 hours ago
Lenovo Accelerated Sales Rotational Program Associate [LASR] Canada Full-time
Lenovo
Markham, ON
$44,467 to $68,184 CAD / year
Full-time
…success as the world’s largest PC company with a full-stack portfolio of AI-enabled, AI-ready, and AI-optimized devices (PCs, workstations, smartphones, tablets), infrastructure (server,…
Added 6 hours ago
Wealth Associate
National Bank of Canada
London, ON
Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 7 hours ago
Equity Research Database & Development Associate
BMO Capital Markets
Toronto, ON
Full-time
…and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research, and institutional sales and trading. BMO Capital Markets has…
Added 7 hours ago
Equity Research Database & Development Associate
BMO Capital Markets
Montreal, QC
Full-time
…and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research, and institutional sales and trading. BMO Capital Markets has…
Added 7 hours ago
Equity Research Database & Development Associate
BMO Capital Markets
Toronto, ON
Full-time
…and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research, and institutional sales and trading. BMO Capital Markets has…

RBC

Portfolio Management Assistant

Toronto, ON, Canada

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

Apply About employer

Applications open in a new tab.

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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