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Added 1 min ago
7
Senior Brand Designer (8 month Contract)
7shifts
Remote, Canada
- $95,200 to $142,800 CAD / year
- Full-time
- Remote
…resonates with restaurant operators, across web, campaigns, and everything in between. You'll work closely with the Growth team on web and experimentation while supporting brand work across…
Added 16 mins ago
TL
In-house Legal Counsel
Toronto Lawyers Association
Toronto, ON
- $135,000 to $150,000 CAD / year
- Full-time
60 days: You've worked through MedMe's existing contract templates and playbooks, updated where they've fallen behind the business, and filled the gaps, cutting the back-and-forth on…
Added 16 mins ago
R
Client Advisor
RBC
Carman, MB
- Part-time
As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new…
Added 17 mins ago
UO
Manager, Animal Care Operations
University of Ottawa
Ottawa, ON · D'Iorio Hall
- Full-time
Responsible for HR management of employees of sector/sites in consultation with Program Manager and Human Resources Business Partner, including performance management, staffing structure,…
Added 17 mins ago
Operations Supervisor and Driver - Durham
Diabetes Canada / National Diabetes Trust
Oshawa, ON
Collaborate with Operations Manager and Business Operations staff to develop a plan to achieve local goals and assist in the development of area-marketing strategies for Business Operations
Added 17 mins ago
Coordinator, Community Outreach & Education
Toronto and Region Conservation Authority (TRCA)
Brampton, ON
TRCA is considered the provincial leader in conserving, restoring, and managing natural resources to advance safe and sustainable development. Also, TRCA was recently recognized as a…
Added 17 mins ago
T
Branch Manager III
TD
Regina, SK
- Full-time
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at…
Added 17 mins ago
NC
Manager, Emergency Planning and Business Continuity Programs
NAV CANADA
Ottawa, ON
- Full-time
Reporting to the Director, Security and Emergency Planning, the Manager, Emergency Planning and Business Continuity Programs provides portfolio leadership, strategic program direction and…
Added 17 mins ago
E
Executive Assistant
Enwave
Toronto, ON
- Full-time
Coordinate Board, committee, executive, and leadership meetings, including scheduling, logistics, catering, materials, correspondence, and distribution lists. Work with governance partners…
Added 31 mins ago
FS
HR Manager
Fresh Start Foods Canada Ltd.
Milton, ON · Fresh Start East Milton Administration-Ontario-FSE
- Full-time
The HR Manager supports the Human Resources function supporting the local business needs and leadership while managing day-to-day Human Resource services. Coordinates best practices in…
Added 31 mins ago
Manager, Strategy & Distribution - Programs - WSI
Wawanesa Insurance
Toronto, ON · North York - Toronto, ON (Hybr, ON
The Manager, Strategy & Distribution - Programs drives growth of the Commercial Insurance Programs portfolio by developing strategic distribution partnerships. The role leads business…
Added 31 mins ago
Partner Services and Experiential Tourism Assistant-C06116
City of London
London, ON
Assists Tourism London businesses to build, conduct and market tourism experiences, as well as Business to Business (B2B) opportunities and other industry development opportunities.
Added 46 mins ago
UO
Manager, Animal Care Operations
University of Ottawa
Ottawa, ON
- Full-time
Responsible for HR management of employees of sector/sites in consultation with Program Manager and Human Resources Business Partner, including performance management, staffing structure,…
Added 46 mins ago
SH
Server | Part Time | Hotel Victoria
Silver Hotel Group
Toronto, ON
- Part-time
Silver Hotel Group (SHG) is a family-owned Canadian hotel investment, development, and management company. Our portfolio includes hotels in Canada and the U.S. and ranges from…
Added 46 mins ago
WO
Organizational Development Coordinator
William Osler Health System
Brampton, ON
- Contract
Reporting to the Manager, Organizational Development, the Organizational Development Coordinator is the first level point-of-contact in Organizational Development, receiving a variety of…
Added 46 mins ago
G
Manager, Events
Glenbow
Calgary, AB
- Full-time
Reporting to the director, commercial services, the manager, events is responsible for the day-to-day leadership and operational excellence of Glenbow’s venue rental program, positioning…
Added 46 mins ago
SF
Outreach and Community Engagement Officer
Simon Fraser University
Burnaby, BC
- Full-time
The Manager, Outreach and Engagement is responsible managing K-12 student educational programing as well as events for the general public. This role is an integral part of our student…
Added 46 mins ago
G
Manager, Information Technology
Glenbow
Calgary, AB
- Full-time
The Manager, Information Technology is responsible for the effective delivery and ongoing improvement of Glenbow’s technology services, ensuring secure, reliable, and responsive solutions…
Added 46 mins ago
WO
Organizational Development Coordinator
William Osler Health System
Brampton, ON
- Contract
Reporting to the Manager, Organizational Development, the Organizational Development Coordinator is the first level point-of-contact in Organizational Development, receiving a variety of…
Added 46 mins ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…
Added 46 mins ago
G
Building Science Engineer
Go2STAFFING
Vaughan, ON
- Full-time
proposals, project pursuits, and business development initiatives.
Added 1 hour ago
Senior Manager, Community Affairs - Alberta
Bell
Calgary, AB
On the Bell Business Markets team, you’ll be a vital part of making innovation happen for enterprise-scale customers. You’ll deliver advanced solutions in areas such as IoT, Mobility/5G,…
Added 1 hour ago
AC
Assistant Manager, Lending Operations
Assiniboine Credit Union
Winnipeg, MB
- Full-time
Reporting to the Manager, Lending Operations, the Assistant Manager, Lending Operations plays a key role in the organization’s continuous efforts to provide exceptional member experience,…
Added 1 hour ago
D
Senior Manager, Visual Design
Dandy
Remote, Canada
- $140,250 to $170,000 USD / year
- Full-time
- Remote
We’re looking for a Senior Manager of Visual Design to lead and elevate Dandy’s graphic design team. This role will serve as the creative authority and steward of Dandy’s visual identity,…
Added 1 hour ago
HS
Product Manager
Healthmark Services Ltd.
QC · Lachine, QC
- Full-time
The Product Manager plays a crucial role in the development and optimization of our products and categories. They work closely with the sales team, the marketing team, and our suppliers to…

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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