Publié il y a 16 jours
Portfolio Management Assistant
@ Royal Trust Corporation of Canada
Edmonton, Alberta
En bref
Royal Trust Corporation of Canada is hiring a Portfolio Management Assistant in Edmonton to support an Investment Counsellor or Portfolio Manager. The role covers Investment Policy Statements, client wealth planning meetings and client presentations, with a full-time salaried schedule of 37.5 hours per week.
Responsabilités :
- Prepare and track Investment Policy Statements for clients
- Arrange and prepare client wealth planning meetings
- Respond to client inquiries proactively
- Prepare client meeting and prospect presentation materials
- Support business development and marketing activities
Résumé des exigences :
- University degree required
- CFA Level 1 and/or 2 completed
- Minimum 2 years in a financial services support role
- Financial planning experience
- Advanced MS Office skills
- Exceptional business writing and communication skills
Outils et compétences
Source et dates
Site carrière / système de candidatures · workday
- Date publiée par l’employeur
- 2026-10-25
- Première détection par notre source
- 2026-10-26
- Mise à jour du dossier source
- 2026-11-09
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Débutant |
| Domaine | Opérations |
| Expérience | 2 an(s) et plus |
| Heures par semaine | 37.5 |
| Horaire | jour |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English |
| Permis et certifications | CFA Level 1, CFA Level 2 |
| Formation | Baccalauréat (exigé) |
| Avantages mentionnés | Horaire flexible, Prime de rendement, Actions ou participation |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Royal Trust Corporation of Canada
| Champ | Valeur |
|---|---|
| Offres sur Jobsy | 17 |
Job Description
What is the opportunity?
As the Portfolio Management Assistant, you will primarily be responsible for assisting the Investment Counsellor/Portfolio Manager to track/write new and updated Investment Policy Statements for clientsand 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.
For more information, please visit: http://www.rbcphnic.com
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 the IC/PM 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 CFA level 1 and/or 2
- 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
Job Skills
Asset and Liability Management (ALM), Cash Management, Client Counseling, Competitive Markets, Financial Statement Analysis, Investment Management, Investment Risk, Market Risk, New Challenges, Results-OrientedAdditional Job Details
Address:
10111 104 AVE NW:EDMONTONCity:
EdmontonCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedPosted Date:
2026-10-26Application Deadline:
2026-11-08Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.
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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
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