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About the Role
The Portfolio Management Assistant (PMA) supports the Investment Counsellor in managing private client portfolios, relationships, and meetings. This role focuses on assisting with financial plans, portfolio rebalancing, and preparing Investment Policy Statements, requiring strong knowledge of tax, financial planning, and portfolio management. The PMA will also handle client inquiries, prepare customized investment strategies, and enter trades as directed.
Responsibilities
- Respond to all client inquiries, update client files, and prepare client presentation material.
- Prepare meeting material in advance and attend client meetings if requested.
- Draft correspondence and client newsletters.
- Assist in preparing financial plans using RBC’s proprietary software.
- Respond to tax-related questions from accountants.
- Assist with securities trading as directed by the Investment Counsellor.
- Assist with Business Development activities, including developing and managing marketing lists, helping with new account presentations, and preparing new prospect proposals.
- Prepare client Investment Policy Statements from a template.
- Model, monitor, and provide suggestions to rebalance portfolios.
- Ensure compliance with client mandates and portfolio models.
- Assist the Investment Counsellor and team with ad hoc administrative duties.
Requirements
- 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.
- Tax planning experience.
- Portfolio Management skills.
- Successful completion of CSC.
Skills
- Asset and Liability Management (ALM)
- Cash Management
- Client Counseling
- Competitive Markets
- Financial Statement Analysis
- Investment Management
- Investment Risk
- Market Risk
- New Challenges
- Results-Oriented
Location
- ROYAL BANK PLAZA, 200 BAY ST:TORONTO
- Toronto
- Canada
Work Type
- Full time
Education Level
- University Degree
Benefits
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
About the Company
- 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.