Support investment policy statements and client wealth planning meetings as a Portfolio Management Assistant in Edmonton with RBC Wealth Management. Use financial planning expertise daily.
As a Portfolio Management Assistant, you will support the Investment Counsellor and Portfolio Manager. Your work includes tracking and drafting Investment Policy Statements, preparing client meetings, and responding to enquiries. You will also support presentations, marketing material, and wealth planning sessions.
Key Responsibilities:
- Respond to client enquiries with proactive, timely service
- Update systems with information and team tasks
- Prepare materials and attend selected client meetings
- Track anniversary dates and draft policy statements
- Arrange wealth planning meetings and support presentations
Requirements:
- University degree
- Successful completion of CFA Level 1 and/or 2
- At least two years supporting financial services
- Financial planning experience
- Advanced Word, Excel, and PowerPoint skills
Bring financial planning, communication, and investment policy statement experience to RBC Wealth Management’s Edmonton client support team.
📌 Portfolio Management Assistant Edmonton (Canada)
🏢 RBC
📍 Canada