Accounting & Finance | Portfolio Management Assistant - FT
As the Portfolio Management Assistant, you will primarily be responsible for assisting Investment Counsellors/Portfolio Managers to track/write new and updated Investment Policy Statements for clients and record/arrange/prepare for client wealth planning meetings. Other responsibilities include being responsible for the preparation of client meetings, responding to general client enquiries and preparing presentations/marketing material for clients and prospects.
What will you do?
- By providing proactive and timely customer service, you will respond to client inquiries and update our systems with information or team tasks that need to be completed
- Prepare client meeting material in advance and attend some client meetings
- Be responsible for tracking anniversary dates and drafting new/updated Investment Policy Statements and investment policy letters for new and existing clients
- Tracking, arranging and preparing for client wealth planning meetings such as financial planning, insurance and estate planning sessions
- Provide support by being involved in business development activities and identifying/utilizing existing marketing material, while helping with prospect presentations and documentation
- Assist IC's/PM's and the team with any additional ad hoc administrative duties as needed
What do you need to succeed?
Must-have
- University Degree
- Successful completion of CSC (Canadian Securities Course) or equivalent
- Minimum of 2 years’ experience in a support role in the financial services industry
- Financial planning experience
- Advanced MS Office skills (Word, Excel, PowerPoint)
- Exceptional business writing and communication skills
Nice-to-have
- CIM designation or equivalent
- CFP or PFP designation
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- Access to a variety of job opportunities across business and geographies
The expected salary range for the above position is $50,000 - 80,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.
RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
- Drives RBC’s high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value
