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. #J-18808-Ljbffr

📌 Portfolio Management Assistant In Vancouver Winnipeg
🏢 RBC
📍 Winnipeg