Exciting role at RBC as a Portfolio Management Assistant in Vancouver. Support Investment Counsellors and play a key role in client wealth planning and relationship management.
In this full time position, you'll assist the Investment Counsellor/Portfolio Manager by tracking and drafting Investment Policy Statements for clients. Your contributions will streamline client meetings and involve proactive customer service, responding to inquiries, and preparing marketing materials. A robust focus on financial planning and collaboration is vital for success in this position.
Key Responsibilities:
• Assist in tracking and drafting IPS for clients
• Prepare materials for client meetings in advance
• Organize wealth planning sessions such as financial and estate planning




• Respond to client inquiries promptly and professionally
• Support business development initiatives and presentations
Requirements:
• University Degree required
• 2+ years’ experience in financial services support role
• Completion of Canadian Securities Course (CSC) or equivalent
• Financial planning experience is essential
• Advanced MS Office skills in Word, Excel, and PowerPoint
Leverage your expertise in financial planning and client relations to thrive as a Portfolio Management Assistant at RBC.
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📌 Portfolio Management Assistant In Vancouver
🏢 RBC
📍 Vancouver