Support portfolio management in Edmonton through client service and investment policy documentation. Prepare wealth planning meetings and materials for prospective clients.
As Portfolio Management Assistant, you will support the Investment Counsellor and Portfolio Manager at RBC. Your work includes financial planning, client communication, meeting preparation, and advanced Microsoft Office use. You will also help maintain systems and prepare investment policy documentation.
Key Responsibilities:
- Respond proactively to client inquiries and update team systems
- Prepare materials and attend selected client meetings
- Track anniversaries and draft Investment Policy Statements
- Arrange financial, insurance, and estate planning sessions
- Support prospect presentations and marketing documentation
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
Apply portfolio administration, financial planning, and communication skills while supporting RBC wealth management clients in Edmonton.