Portfolio Management Assistant
RBC — EDMONTON, Alberta, Canada
Posted 2026-10-26
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 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. 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