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Added 1 day ago
RB
Senior Investment Funds Advisor
Royal Bank of Canada
Vancouver, BC
- Full-time
Collaborate with leadership to coach and develop the Investment Funds Advisor Assistant team and offering mentorship and support to the Investment Funds Centre Advisors.
Added 1 day ago
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Client Service Assistant
BMO
Toronto, ON · CLAIRE
- Full-time
…and disciplined investment expertise, our teams combine deep market knowledge with the strength and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns…
Added 1 day ago
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Senior Investment Funds Advisor
RBC
Vancouver, BC
- Full-time
Collaborate with leadership to coach and develop the Investment Funds Advisor Assistant team and offering mentorship and support to the Investment Funds Centre Advisors.
Added 2 days ago
RB
Assistant Branch Operations Manager
Royal Bank of Canada
Ottawa, ON
- Full-time
The RBC Dominion Securities Management team located in Ottawa Little Italy is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager…
Added 2 days ago
RD
Assistant Branch Operations Manager
RBC Dominion Securities
Ottawa, ON
- Full-time
The RBC Dominion Securities Management team located in Ottawa Little Italy is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager…
Added 2 days ago
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Assistant Branch Operations Manager
RBC
Ottawa, ON
- Full-time
The RBC Dominion Securities Management team located in Ottawa Little Italy is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager…
Added 2 days ago
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Assistant Wealth Market Manager
TD
Concord, ON · Markham, ON
- Full-time
In partnership with the Market Manager, the Assistant Wealth Market Manager supports daily business operations across Wealth Advisory Services, Private Trust, and Wealth Insurance Services.…
Added 3 days ago
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Client Service Assistant, BMO Nesbitt Burns
BMO
Calgary, AB · CALG
- Full-time
…and disciplined investment expertise, our teams combine deep market knowledge with the strength and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns…
Added 3 days ago
RB
Investment Funds Advisor Assistant
Royal Bank of Canada
Vancouver, BC
- Full-time
Involved in asset mix analysis, and rebalancing the portfolio ( with Manager’s approval ) where required
Added 3 days ago
R
Investment Funds Advisor Assistant
RBC
Vancouver, BC
- Full-time
Involved in asset mix analysis, and rebalancing the portfolio ( with Manager’s approval ) where required
Added 3 days ago
B
Client Services Assistant
BMO
Newmarket, ON
- Full-time
Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience.
Added 3 days ago
Assistant Manager - Guelph / Waterloo / Owen Sound Area (Future Opportunities)
Scotiabank
Hamilton, ON
As the Assistant Manager, you will lead and oversee the overall success of the Retail Sales and Customer Service teams in a Canadian Bank branch. You will work to ensure business…
Added 4 days ago
RD
Associate
RBC Dominion Securities
Kamloops, BC
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 4 days ago
RD
Assistant Branch Operations Manager
RBC Dominion Securities
Toronto, ON
- Full-time
The RBC Dominion Securities is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager fulfils a leadership role in the branch by…
Added 4 days ago
RB
Associate
Royal Bank of Canada
Kamloops, BC
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 4 days ago
RB
Assistant Branch Operations Manager
Royal Bank of Canada
Toronto, ON
- Full-time
The RBC Dominion Securities is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager fulfils a leadership role in the branch by…
Added 4 days ago
R
Associate
RBC
Kamloops, BC
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 4 days ago
R
Assistant Branch Operations Manager
RBC
Toronto, ON
- Full-time
The RBC Dominion Securities is looking for an Assistant Branch Operations Manager to join their team! The Assistant Branch Operations Manager fulfils a leadership role in the branch by…
Added 5 days ago
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 5 days ago
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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…
Added 8 days ago
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Administration Assistant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
The Client Service Assistant role sits within Nesbitt Burns, the full‑service investment advisory platform within Private Wealth, supporting high‑net‑worth clients through personalized…
Added 8 days ago
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Client Service Assistant, Private Wealth (Contract)
BMO
Toronto, ON
- Full-time
…and disciplined investment expertise, our teams combine deep market knowledge with the strength and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns…
Added 8 days ago
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Assistant Marketing Manager
Manulife
Toronto, ON
- Full-time
5+ years of progressive marketing experience, preferably in B2B financial services, retirement, wealth, insurance, or a related industry.
Added 8 days ago
T
Assistant Wealth Market Manager
TD
London, ON · Windsor, ON
- Full-time
In partnership with the Market Manager, the Assistant Wealth Market Manager supports daily business operations across Wealth Advisory Services, Private Trust, and Wealth Insurance Services.…
Added 9 days ago
RD
Branch Operations Assistant
RBC Dominion Securities
Toronto, ON
- Full-time
The RBC Dominion Securities Management team located in Toronto is looking for a Branch Operations Assistant to join their team! You will provide superior service along with administrative…

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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