Portfolio Management Assistant

**Job Summary**

Donner des conseils concernant les stratégies en matière de placement et de fiscalité, les valeurs mobilières, les assurances, les régimes de retraite et l’immobilier, ainsi que l’établissement de plans financiers pour les particuliers et les entreprises. S’appuyer sur un ensemble complet de pratiques, de connaissances et d’aptitudes pour réaliser des affectations.

**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**:
2025-02-20

**Application Deadline**:
2025-03-13

**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.

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