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 promptlyPrepare meeting materials and attend client meetingsDraft correspondence and client updates efficientlyAssist with securities trading as directedDevelop and manage marketing lists for business growthRequirements:Minimum 2 years in a client-facing financial roleUniversity degree and completion of CIM or CFA Level 1Experience in trading and advanced MS Office skillsStrong attention to detail and organizational skillsKnowledge in tax planning and portfolio management preferredEmbark on a rewarding journey assisting clients with tailored investment strategies and financial planning at RBC.

📌 Portfolio Management Assistant At Rbc (Toronto)
🏢 RBC
📍 Toronto