Portfolio Manager Assistant

19 hours ago


Montreal, Quebec, Canada RBC Full time

RBC is seeking a skilled Portfolio Manager Assistant to support a large portfolio management team. This role provides an opportunity to work in wealth management, providing dedicated support to the portfolio management team on investment and money management activities.

Key Responsibilities:

  • Support the portfolio management team in general administrative duties in the management of client accounts
  • Request information and documentation from clients to keep client files up to date
  • Execute trades as directed by the portfolio management team
  • Follow up on orders to ensure proper settlement and delivery
  • Review portfolios regularly and rebalance them with guidance from the portfolio management team
  • Manage risk dashboards, bulk trading, and Investment Policy Statements (IPS)
  • Review reports daily and process any necessary corrections and actions

Requirements:

  • Post-secondary degree in finance or a related field
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
  • Minimum of 2 years of professional experience in the investment industry
  • Bilingualism (English and French) required for serving clients and doing business across Canada
  • Strong working knowledge of Microsoft 365 apps (Word, Excel, and Outlook)

What We Offer:

  • 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
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to do challenging work

About RBC:

We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for prospective employees with different abilities.



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