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RB
Portfolio Management Assistant
Royal Bank of Canada
AB · EDMONTON, Alberta
- Full-time
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…
Added just now
P
Administrative Assistant
PwC
Calgary, AB · Vancouver, BC · Ottawa, ON · Toronto, ON · Montreal, QC
- Full-time
Reporting to the Admin Services Manager, the Admin Assistant actively supports the day-to-day business activities of stakeholders in a fast-paced, multitasking environment, often working…
Added 15 mins ago
SB
Assistant Manager
Splitsville Bowl
Saskatoon, SK
- Full-time
Join Splitsville as an Assistant Manager and in return you'll get:
Added 15 mins ago
SB
Assistant Manager
Splitsville Bowl
Waterloo, ON
- Full-time
Join Splitsville as an Assistant Manager and in return you'll get:
Added 46 mins ago
Assistant Branch Manager
Money Mart
Parksville, BC
Assistant Branch Managers help the Branch Manager lead the day-to-day success of a Money Mart branch while staying hands-on with customer service, sales, financial service transactions,…
Added 46 mins ago
P
Store Manager
Pandora
ON · Cookstown, ON
- Full-time
The Store Manager will be the ultimate Pandora Fan. As the Store Manager, you will fully immerse yourself in our brand, culture, product whilst taking immense pride in delivering…
Added 1 hour ago
TO
Registered Practical Nurse
THE ONEILL CENTRE
Cannington, ON
- Part-time
The Registered Practical Nurse (RPN) reports to the Assistant Director of Care/Nurse Manager and provides clinical leadership to support safe, high-quality, person-centred care. The RPN…
Added 1 hour ago
CC
Assistant Store Manager
Canna Cabana
Innisfil, ON
- $21 to $23 CAD / hour
- Full-time
Our retail Assistant Store Manager (ASM) at our Innisfil, ON store is vital to delivering a distinctive shopping experience. The ASM is primarily responsible for working collaboratively…
Added 1 hour ago
SH
Clinic Assistant
Sanova Health
Whitchurch-Stouffville, ON
- Part-time
We are seeking a professional, reliable, and organized Part-Time Clinic Assistant to join our cardiac clinic in Stouffville. The ideal candidate will have significant experience working in…
Added 2 hours ago
SD
Merchandiser, Hourly Part Time Day
Shoppers Drug Mart
Paradise, NL
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 2 hours ago
SC
2 Grocery - Supervisor Full-Time Graveyards @ Our Broadmead Location
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Victoria, BC
- Full-time
…and act as the go to person in the absence of the Department Manager and Assistant. The Supervisor will foster customer loyalty, fulfill customer needs and actively contribute to an…
Added 2 hours ago
7
Store Leader (Manager) Trainee
7-Eleven
Red Deer, AB
- Full-time
The Store Leader is the heart and soul of the store. A Store Leader with an Assistant or two make up the store’s leadership team executing merchandising and marketing initiates, driving…
Added 2 hours ago
BL
Legal Administrative Assistant (Immigration) - Part-time
Boughton Law
Vancouver, BC
- Part-time
We are seeking a part-time Legal Administrative Assistant to join our Immigration Group. The successful candidate will work closely with an immigration lawyer and immigration paralegal to…
Added 2 hours ago
MT
Finance Assistant - Synapse & OV
Manx Telecom Enterprise
Permanent North American Gaeltacht, ON
- Full-time
Job Details: Finance Assistant - Synapse & OV
Added 2 hours ago
Partner Services and Experiential Tourism Assistant-C06116
City of London
London, ON
Reporting to the Coordinator, Visitor, Engagement and Member Services, the Partner Services and Experiential Tourism Assistant provides administrative support to Tourism London members…
Added 2 hours ago
WC
(CAN) Overnight Assistant Manager
Walmart Canada
Sudbury, ON
- Full-time
…Operations - specific area that the incumbent will oversee). An Assistant Manager is cross-trained to work proficiently in all areas of the Store when…
Added 2 hours ago
WC
(CAN) Pharmacy Assistant
Walmart Canada
Winnipeg, MB
- Full-time
Position Summary...The Pharmacy Assistant assists the Pharmacist in the technical aspects of prescription filling and administrative duties in order to increase the Pharmacist's opportunity…
Added 2 hours ago
GU
HR Assistant (12-month FTC)
GenesisCare UK
Windsor, ON
- Contract
Are you ready to embark on an exciting journey as an HR Assistant at our Windsor Head Office? Join our dedicated team at GenesisCare UK and be part of something extraordinary.
Added 3 hours ago
CC
Retail Assistant Store Manager
Canna Cabana
Calgary, AB · Deer Valley, Calgary, AB
- Full-time
The Assistant Store Manager will report to the Store Manager and is responsible for providing assistance to the store management team in supervising and facilitating the daily operations of…
Added 3 hours ago
CC
Retail Sales Associate
Canna Cabana
Swift Current, SK
- Part-time
Report any suspicious behaviors or abusive customers to Store/Assistant Store Manager
Added 3 hours ago
SD
Merchandiser, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Waterloo, ON
- Part-time
Supports Front Store Manager/Assistant Front Store Manager in maintaining the quality and standards
Added 3 hours ago
W
(CAN) Pharmacy Assistant
Walmart
Winnipeg, MB
- Part-time
The Pharmacy Assistant assists the Pharmacist in the technical aspects of prescription filling and administrative duties in order to increase the Pharmacist's opportunity to provide patient…
Added 3 hours ago
WC
(CAN) General Merchandise Assistant Manager
Walmart Canada
Magog, QC
- Full-time
…Operations - specific area that the incumbent will oversee). An Assistant Manager is cross-trained to work proficiently in all areas of the Store when…
Added 3 hours ago
O
Lot Assistant
OPENLANE
Richmond, BC
- Full-time
…OPENLANE, a leader in automotive remarketing, is looking for a Lot Assistant with experience in coordinating vehicle inventory. The ideal candidate will have prior experience working at a…
Added 3 hours ago
R
Portfolio Management Assistant
RBC
AB
- Full-time
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…

RBC

Portfolio Management Assistant

AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 8, 2026
Experience: Minimum of 2 years’ experience in a support role in the financial services industry
Posting language: English
Posted: Oct 26, 2026

Original job description

Job Description

What is the opportunity?

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 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 CFA level 1 and/or 2
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 including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
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
Access to a variety of job opportunities across business and geographies

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:

10111 104 AVE NW:EDMONTON

City:

Edmonton

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-26

Application Deadline:

2026-11-08

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

Support the Investment Counsellor or Portfolio Manager by tracking and drafting Investment Policy Statements, preparing client meeting materials, and coordinating wealth planning meetings. Respond to client inquiries, update team systems, assist with business development and prospect presentations, and handle additional administrative duties.

Requirements

A university degree, completion of CFA Level I and/or II, at least two years of financial services support experience, and financial planning experience are required. Candidates should have advanced Microsoft Office skills and excellent business writing and communication skills; CIM, CFP, or PFP credentials are considered assets.

Skills

Client Service
Investment Policy Statements
Investment Management
Financial Planning
Wealth Planning
Business Development
Presentation Preparation
Business Writing
Communication
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Asset And Liability Management
Cash Management
Financial Statement Analysis
Investment Risk

Benefits

Bonuses
Flexible Benefits
Competitive Compensation
Commissions
Stock Options
Coaching and Development Opportunities

Visa sponsorship

Not detected in the job text

Keywords

Portfolio Management
Investment Counselling
Investment Policy Statements
Investment Policy Letters
Client Service
Client Inquiries
Client Meetings
Wealth Planning
Financial Planning
Insurance Planning
Estate Planning
Business Development
Prospect Presentations
Marketing Materials
CFA Level I
CFA Level II
CIM
CFP
PFP
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Asset And Liability Management
Cash Management
Financial Statement Analysis
Investment Risk
Market Risk
Investment Management

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