Portfolio Management Assistant
Job Summary
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.
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.
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 CSC (Canadian Securities Course) or equivalent
- 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
- 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
The expected salary range for this particular position is $56,000 - $80,000 -- depending on your experience, skills, and registration status, market conditions and business needs.
You have the potential to earn more through RBC’s robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
- Drives RBC’s high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value
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:
VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER
City:
VANCOUVER
Country:
Canada
Work hours/week:
- 5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-01-09
Application Deadline:
2025-02-08
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
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.