Portfolio Management Assistant

4 weeks ago


Toronto, Canada Royal Bank of Canada Full time

**Job Summary**

**What is the opportunity?**

**What will you do?**
- By providing excellence in customer service, you will respond to all client inquiries, update client files as required and prepare client presentation material
- You will also be required to prepare meeting material in advance and attend client meetings, if requested
- In addition, you will be responsible for drafting correspondence and client newsletters, assisting to prepare financial plans using RBC’s proprietary software and responding to tax related questions from accountants
- You will also assist with securities trading as directed by the Investment Counsellor
- Additional duties include assisting with Business Development activities by: developing and managing marketing lists, helping with new account presentations, and preparing new prospect proposals
- You will also be preparing client Investment Policy Statements from a template, and model, monitor and provide suggestions to rebalance the portfolios
- A key component of your responsibilities will also include ensuring that compliance to client mandate and portfolio models are met
- Finally, you will assist the Investment Counsellor and the team with any additional ad hoc administrative duties as needed.

**What do you need to succeed?**

**Must Have**
- Minimum of 2 years in a client facing role in a financial institution, including financial planning
- University Degree
- Completion of either CIM or CFA Level 1
- PFP or CFP
- Experience in Trading
- Advanced MS Office skills (Word, Excel, Power Point )
- Attention to detail, strong organizational skills, excellent oral and written skills, and technologically savvy

**Nice to Have**
- Tax planning experience
- Portfolio Management skills
- Successful completion of CSC

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

**Job Skills**

**Additional Job Details**

**Address**:
ROYAL BANK PLAZA, 200 BAY ST:TORONTO

**City**:
TORONTO

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Wealth Management

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2023-11-10

**Application Deadline**:
2023-11-24

**I**nclusion** 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.

**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.



  • Toronto, Canada Brookfield Asset Management Full time

    Job Description The Manager will join the Portfolio Management team within the Infrastructure business group, reporting directly to the Vice President. The objective of the team is to partner effectively with our each of our portfolio companies and internal stakeholders to drive performance, generate value, and act as a trusted resource on asset...


  • Toronto, Canada Willis Towers Watson Full time

    Assistant Portfolio Manager - Toronto, CA July 10, 2023 The Portfolio Management Group is responsible for designing and constructing multi-asset portfolios for clients who have outsourced this to WTW. As a member of the Portfolio Management Group, you will be actively involved in portfolio construction, real time portfolio management and continuous...


  • Toronto, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** **What will you do?** - By providing excellence in customer service, you will respond to all client inquiries, update client files as required and prepare client presentation material - You will also be required to prepare meeting material in advance and attend client meetings, if requested - In addition, you...


  • Toronto, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...


  • Toronto, Canada Brookfield Asset Management Full time

    Job Description Manager, Portfolio Management, Risk, Insurance & SOX About the Role Reporting to the Vice President, Portfolio Management, the Manager, Portfolio Management, Risk, Insurance & SOX will work with the North American operating businesses to assess, understand, and mitigate key business risks. Key Responsibilities Coordinate with...


  • Old Toronto, Canada Chad Management Group Full time

    Sr Real Estate Portfolio Manager Our client is a Leading Real Estate Developer who builds and manages their portfolio of assets comprising of Office Retail, Residential, Hospitality properties in the GTA. We are conducting a search for a well-rounded Real Estate Manager with experience in Property Management, Leasing, Acquisitions and planning / Land...


  • Old Toronto, Canada Chad Management Group Full time

    Sr Real Estate Portfolio Manager Our client is a Leading Real Estate Developer who builds and manages their portfolio of assets comprising of Office Retail, Residential, Hospitality properties in the GTA. We are conducting a search for a well-rounded Real Estate Manager with experience in Property Management, Leasing, Acquisitions and planning / Land...


  • Old Toronto, Canada Chad Management Group Full time

    Sr Real Estate Portfolio Manager Our client is a Leading Real Estate Developer who builds and manages their portfolio of assets comprising of Office Retail, Residential, Hospitality properties in the GTA. We are conducting a search for a well-rounded Real Estate Manager with experience in Property Management, Leasing, Acquisitions and planning / Land...


  • Old Toronto, Canada Chad Management Group Full time

    Sr Real Estate Portfolio Manager Our client is a Leading Real Estate Developer who builds and manages their portfolio of assets comprising of Office Retail, Residential, Hospitality properties in the GTA. We are conducting a search for a well-rounded Real Estate Manager with experience in Property Management, Leasing, Acquisitions and planning / Land...

  • Portfolio Associate

    3 weeks ago


    Old Toronto, Canada Yorkville Asset Management Inc. Full time

    ABOUT USYorkville Asset Management is a boutique wealth management service provider that caters to affluent Canadians and institutions. Yorkville operates from its head office in Toronto, and through two satellite offices in Calgary and Ottawa. Yorkville’s competitive advantage is derived from its focus on client services, natural bias to investing in the...

  • Portfolio Associate

    3 weeks ago


    Old Toronto, Canada Yorkville Asset Management Inc. Full time

    ABOUT USYorkville Asset Management is a boutique wealth management service provider that caters to affluent Canadians and institutions. Yorkville operates from its head office in Toronto, and through two satellite offices in Calgary and Ottawa. Yorkville’s competitive advantage is derived from its focus on client services, natural bias to investing in the...

  • Portfolio Associate

    2 weeks ago


    Old Toronto, Canada Yorkville Asset Management Inc. Full time

    ABOUT USYorkville Asset Management is a boutique wealth management service provider that caters to affluent Canadians and institutions. Yorkville operates from its head office in Toronto, and through two satellite offices in Calgary and Ottawa. Yorkville’s competitive advantage is derived from its focus on client services, natural bias to investing in the...


  • Toronto, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the Opportunity?** **What will you do?** - Conduct one-on-one meetings with both discretionary and non-discretionary teams to determine their investment philosophy and implementation strategy. - Build and maintain relationships with new and existing Portfolio Managers (discretionary licensed Investment Advisors) and their teams...


  • Toronto, Canada Melbourne Property Management Inc. Full time

    **ABOUT US** Melbourne Property Management is a Toronto-based firm serving the Ontario market. It is built on over 100 combined years of our team’s experience in the property management industry. Melbourne Property Management aims to create a sense of community within each condominium we manage, in the same way that the City of Melbourne focuses on being...

  • Portfolio Manager

    5 days ago


    Toronto, Canada Declaration Wine & Spirits Inc. Full time

    Mark Anthony Group is the largest, privately held beverage alcohol company in Canada. Effective June 1st, 2024, we will be launching a 4th stand-alone selling division to be named **Declaration Wine & Spirits Inc**. The name of our new agency, **Declaration Wine & Spirits Inc**., was chosen for its powerful connotation of starting a new path forward. This...


  • Toronto, Canada Investment Management Corporation of Ontario Full time

    At IMCO, our talent is among the best! IMCO offers a uniquely stimulating and rewarding environment where you can help build and drive organizational transformation, all while seeking to challenge yourself, learn, and grow your career. We offer a culture of collaboration and passion, creating unwavering value for the clients we serve. Our vision is to be the...


  • Toronto, Ontario, Canada Investment Management Corporation of Ontario Full time

    At IMCO, our talent is among the best IMCO offers a uniquely stimulating and rewarding environment where you can help build and drive organizational transformation, all while seeking to challenge yourself, learn, and grow your career. We offer a culture of collaboration and passion, creating unwavering value for the clients we serve. Our vision is to be the...


  • Toronto, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...


  • Toronto, Canada Fujitsu Full time

    Fujitsu North America is seeking a talented and motivated Offering Portfolio Product Manager to join our dynamic team. You will play a crucial role supporting the lifecycle of a large offerings portfolio, leading project-level reviews, identifying areas for improvement, reporting analyses. You will assist product owners in aligning their solutions to the...

  • IT Portfolio Manager

    23 minutes ago


    Toronto, Canada Workplace Safety and Insurance Board Full time

    Provide support in all aspects of the ITC portfolio. Maintain and monitor project governance standards and risk assessments to ensure that ITC projects are initiated, budgeted, executed and managed in a manner that will provide oversight to ITC executives. **Major Responsibilities**: IT portfolio advisor for oversight on governance, risk management,...