Portfolio Management Assistant

What is the opportunity?

The Portfolio Management Assistant (PMA) supports the Investment Counsellor (IC) in delivering an exceptional, insight-driven, and high-touch experience to clients. In addition to operational and administrative support, the PMA plays a critical role in aligning client portfolios with PH&N’s investment philosophy, ensuring proactive communication, and enabling a personalized and responsive client journey.

What will you do?

• Client Experience & Relationship Support: Serve as the primary point of contact for day-to-day client service needs
• Portfolio Management & Strategic Support: Support rebalancing efforts, cash deployment, and opportunity identification
• Market & Product Research: Stay informed on macroeconomic developments, market volatility, and asset class trends
• Product Shelf & Model Expertise: Develop strong working knowledge of PH&N’s full product shelf (including RBC GAM funds)
• Execution & Operational Excellence: Manage follow-ups and documentation after IC-client meetings

What do you need to succeed?

Must Have

• Minimum of 2 years in a client facing role in a financial institution, including financial planning

• University Degree

• Completion of either CIM or CFA Level 1

• PFP or CFP

• Experience in Trading

• Advanced MS Office skills (Word, Excel, Power Point )

• Attention to detail, strong organizational skills, excellent oral and written skills, and technologically savvy

Nice to Have

• Tax planning experience

• Portfolio Management skills

• Successful completion of CSC

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.

• Flexible work/life balance options

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

• Challenging work

• Variety of assignments

• Financial strength and a strong brand

• Management that supports your work and progression

Job Skills

Additional Job Details

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.