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 robust 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
Solid 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. #J-18808-Ljbffr

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