Portfolio Management Assistant Jobs

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Job Title

Portfolio Management Assistant

What is the opportunity?

RBC PH&N Investment Counsel (“RBC PH&N IC”) is one of Canada’s leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary investment management and privileged access to the expertise of our RBC Wealth Management Services team which includes highly accredited lawyers, accountants, and financial planning specialists.

As the Portfolio Management Assistant, you will primarily be responsible for writing Investment Policy Statements and drafting client correspondence. You will also be involved in preparing presentations for the Portfolio Manager. In addition, you will be responsible for reviewing asset mix and researching tax and financial planning issues for the Client.

What will you do?

• Additional duties include assisting with Business Development activities by: developing and managing marketing lists, helping with new account presentations, and preparing new prospect proposals
• By providing excellence in customer service, you will respond to all client inquiries, update client files as required and prepare client presentation material
• In addition, you will be responsible for drafting correspondence, updating Investment Management Agreements and assisting in the preparation of Investment Policy Letters
• Finally, you will assist the Portfolio Manager and the team with any additional ad hoc administrative duties as needed.
• You will also assist with securities trading as required, and ensure daily reconciliation of trades are processed
• You will also be preparing the Investment Policy Statements, and model, monitor and rebalance the portfolios.
• A key component of your responsibilities will also include ensuring that compliance to client mandate and portfolio models are met
• You will also be required to prepare meeting material in advance and attend all client meetings as required

What do you need to succeed?

Must-have

• Minimum of 2 years’ experience in a similar role
• University Degree
• Advanced MS Office skills (Word, Excel, Power Point)

Nice-to-have

• CFP Designation (Certified Financial Planner)
• CIM Designation (Chartered Investment Management)
• CFA (Chartered Financial Analyst)
• Successful completion of CSC (Canadian Securities Course)

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.

• Prestige
• Management that supports your work and progression
• Challenging work
• Financial strength and a strong brand
• Variety of assignments

Job Summary

Address:

707 FORT ST:VICTORIA

City:

CAN-BC-VICTORIA

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2023-06-07

Application Deadline:

2023-06-30

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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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 rbc.com/careers.