Jobs in Canada

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Added 7 mins ago
BC
Registered Practical Nurse - Critical Care
Brant Community Healthcare System
Brantford, ON
- Full-time
Current Basic Cardiac Life Support (BCLS) certification required
Added 7 mins ago
BC
Registered Practical Nurse - Cardiology/Telemetry
Brant Community Healthcare System
Brantford, ON
- Full-time
Career Growth – Internal job postings, mentorship programs, and leadership development.
Added 7 mins ago
BC
Registered Practical Nurse - Cardiology/Telemetry
Brant Community Healthcare System
Brantford, ON
- Full-time
Career Growth – Internal job postings, mentorship programs, and leadership development.
Added 7 mins ago
BC
Registered Practical Nurse - Critical Care
Brant Community Healthcare System
Brantford, ON
- Full-time
Current Basic Cardiac Life Support (BCLS) certification required
Added 7 mins ago
BC
Registered Practical Nurse - Emergency Department
Brant Community Healthcare System
Brantford, ON
- Full-time
Career Growth – Internal job postings, mentorship programs, and leadership development.
Added 7 mins ago
BC
RPN Inpatient Rehabilitation
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Brantford, ON
- Full-time
Career Growth – Internal job postings, mentorship programs, and leadership development.
Added 7 mins ago
BC
Painter/Journeyperson
Brant Community Healthcare System
Brantford, ON
- Full-time
Career Growth – Internal job postings, mentorship programs, and leadership development.
Added 7 mins ago
BC
Geriatric Emergency Management (GEM) Registered Nurse
Brant Community Healthcare System
Brantford, ON
- Full-time
Reporting to the Clinical Manager of Geriatrics, your goal in this position is to be responsible for providing expert clinical assessment and for making recommendations regarding the health…
Added 7 mins ago
BC
Registered Practical Nurse - Emergency Department
Brant Community Healthcare System
Brantford, ON
- Full-time
Career Growth – Internal job postings, mentorship programs, and leadership development.
Added 7 mins ago
BC
Registered Practical Nurse - Emergency Department
Brant Community Healthcare System
Brantford, ON
- Full-time
Career Growth – Internal job postings, mentorship programs, and leadership development.
Added 7 mins ago
SD
Assistant Front Store Manager, Hourly Part Time Day
Shoppers Drug Mart
Toronto, ON
- Part-time
Provides effective leadership and ongoing mentorship and ensures development of all staff
Added 7 mins ago
Maintenance Manager
Optima Living
Surrey, BC
Reporting to the General Manager, the Maintenance Manager oversees the safe and efficient operation of all building systems, equipment, and infrastructure within the community. This role…
Added 7 mins ago
Service Manager (Machine & Automation Solutions)
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Winnipeg, MB · Calgary, AB
The Service Manager will lead the CNC and Machine Repair service team across Manitoba, Saskatchewan, Alberta, and British Columbia, ensuring responsive, high-quality service while driving…
Added 7 mins ago
Technical Account Manager
F12.net
Vancouver, BC
Work-Life & Growth: Three weeks vacation plus extra Flex Days, leadership development opportunities, growth coaching, and reimbursements for educational advancement and certifications.
Added 7 mins ago
GI
Sustainability Manager
Green Infrastructure Partners
Markham, ON · Headquarters, Markham, ON
- Full-time
Reporting to the Vice President, Land Management & Environment, the Sustainability Manager will lead the development, implementation, and continuous improvement of Green Infrastructure…
Added 7 mins ago
Maintenance Electrician
Flex-N-Gate
New Tecumseth, ON
EDUCATION: Must have Red Seal Certification for Electrician
Added 7 mins ago
Supervisor, Policy Service Individual Insurance
Equitable
Waterloo, ON
Reports To: Senior Manager, Policy Service Individual Insurance
Added 7 mins ago
B
Investment Structuring Intern, GAM
BMO
Toronto, ON · FCP
- Full-time
Internship Start Date: The internship program begins on May 3rd, 2027, and concludes on August 13th. Due to the structured nature of the program, onboarding activities, and cohort…
Added 7 mins ago
MI
Production Manager - Assembly
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Guelph, ON
- Full-time
…exciting, varied responsibilities as well as a wide range of development prospects. Because we believe that your career path should be as unique as you…
Added 7 mins ago
TH
Manager, Organizational Effectiveness and Talent Management
The Home Depot
Canada
- Full-time
Reports to Senior Manager Leadership Development, Talent Management & Organizational Effectiveness
Added 22 mins ago
CO
Manager of Roads and Solid Waste (1 Vacancy)
City of Woodstock
Woodstock, ON
- Full-time
The Manager of Roads & Solid Waste is responsible for the leadership, coordination, and oversight of municipal roads operations and solid waste services for the City of Woodstock. This…
Added 22 mins ago
FG
Service Account Manager
Flynn Group of Companies
Kelowna, BC
- Full-time
Flynn Group of Companies is seeking a Service Account Manager to join our Kelowna team. This is a relationship-driven, client-facing role ideal for someone who thrives in sales, enjoys…
Added 22 mins ago
SN
Tooling Maintenance, Team Leader
Starlim North America
London, ON
- Full-time
Current hours of work: Monday - Friday, day shift
Added 22 mins ago
A
Responsable de la gestion des fournisseurs / Supplier Chain & Quality management
Airbus
Montreal, QC · Mirabel, QC
- Full-time
Leadership, forte autonomie et capacité à piloter des équipes à distance
Added 37 mins ago
C
Senior Program Manager – AI Security Research
Centraprise
Toronto, ON
- Contract
We are looking for an experienced Senior Program Manager to lead and coordinate AI Security and cybersecurity research initiatives. The role involves managing projects from research and…

Royal Bank of Canada

Portfolio Management Assistant

AB, Canada
EDMONTON, AB, T5T 4K5, Canada

Full-time

This date has passed. Check with the employer before applying.

Apply on jobs.rbc.com About employer

Applications open in a new tab.

Job details

Job type: Full-time
Listed closing date: 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 on jobs.rbc.com About employer

More about this job

Responsibilities

The Portfolio Management Assistant supports the Investment Counsellor by drafting Investment Policy Statements and preparing for client wealth planning meetings. They also manage client inquiries, create marketing materials, and assist with general administrative tasks to support business development.

Requirements

Candidates must hold a university degree and have at least two years of experience in a financial services support role. Successful completion of CFA level 1 or 2 is required, along with advanced proficiency in MS Office and strong communication skills.

Skills

Investment policy statements
Wealth planning
Client service
Financial planning
Estate planning
Business development
Marketing material preparation
Administrative support
MS Office
Business writing
Communication skills
Asset and liability management
Cash management
Financial statement analysis
Investment management
Investment risk

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock options

Visa sponsorship

Not detected in the job text

Keywords

Portfolio Management
Investment Counsellor
Investment Policy Statements
Wealth Planning
Financial Planning
Estate Planning
CFA
CIM
CFP
PFP
MS Office
Word
Excel
PowerPoint
Business Development
Financial Services
Asset and Liability Management
Cash Management
Client Counseling
Financial Statement Analysis
Investment Management
Investment Risk
Market Risk
Administrative Duties
Wealth Management

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Work requirements

Jobs in Canada