Elevate your career as a Portfolio Management Assistant with RBC in Toronto, Canada. This full-time role focuses on client portfolio management while enhancing financial planning and investment strategies. As a Portfolio Management Assistant, you will support the Investment Counsellor by managing client relationships, preparing financial plans, and producing investment policy statements.

This role requires strong skills in financial planning, trading, and exceptional organizational capabilities to handle inquiries and updates. You will play a vital part in ensuring compliance with client mandates and actively assist with business development tasks. Key Responsibilities:

- Respond to client inquiries and update files promptly
- Prepare meeting materials and attend client meetings




- Draft correspondence and client updates efficiently
- Assist with securities trading as directed
- Develop and manage marketing lists for business growth Requirements:
- Minimum 2 years in a client-facing financial role
- University degree and completion of CIM or CFA Level 1
- Experience in trading and advanced MS Office skills
- Robust attention to detail and organizational skills
- Knowledge in tax planning and portfolio management preferred Embark on a rewarding journey assisting clients with tailored investment strategies and financial planning at RBC.

📌 Portfolio Management Assistant at RBC (Toronto)
🏢 RBC
📍 Toronto