Portfolio Management Assistant

Royal Bank of Canada

Vaughan, Canada
Base: $55,000.00 - $90,000.00; bonus/equity: discr...
Client facing financial institution experience
Financial planning knowledge
Trading experience
The Portfolio Management Assistant plays an integral role in supporting the Investment Counsellor by managing client portfolios, preparing financial plans, and assisting with client meetings and correspondence

Job Summary

  • The Portfolio Management Assistant plays an integral role in supporting the Investment Counsellor by managing client portfolios, preparing financial plans, and assisting with client meetings and correspondence.
  • The role offers a comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, and opportunities for professional development and career growth.
  • RBC fosters an inclusive workplace culture based on shared values such as Client First, Integrity, Collaboration, Respect, and Excellence, supporting employees to perform at their best and grow professionally.

Matching Summary

The Portfolio Management Assistant plays an integral role in supporting the Investment Counsellor by managing client portfolios, preparing financial plans, and assisting with client meetings and correspondence.

Salary

Base: $55,000.00 - $90,000.00; Bonus/Equity: Discretionary variable compensation program; Benefits: Comprehensive Total Rewards Program including flexible benefits and commissions

Skills & Requirements

Must-have

  • Client facing financial institution experience
  • Financial planning knowledge
  • Trading experience
  • Advanced MS Office skills
  • Strong organizational skills
  • Excellent oral and written communication

Nice-to-have

  • Tax planning experience
  • Portfolio management skills
  • Technologically savvy
  • Self-directed individual
  • Critical thinking
  • Interpersonal skills

Key Requirements

  • Minimum 2 years client facing financial role
  • University Degree
  • Completion of CIM or CFA Level 1
  • PFP or CFP designation
  • Successful completion of CSC
  • Experience in Trading

Work Rights

Not specified

Tailored Resume

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