# Portfolio Management Assistant

**Company**: RBC
**Location**: Edmonton, Alberta
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/EDMONTON-Alberta-Canada/Portfolio-Management-Assistant_R-0000191211-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_be1f11f6-7a5

## Description

As the Portfolio Management Assistant, you will primarily assist the Investment Counsellor/Portfolio Manager with client wealth planning meetings, Investment Policy Statements, and general client enquiries.

Responsibilities:

- Respond to client inquiries and update systems with information or team tasks

- Prepare client meeting materials and attend some client meetings

- Track anniversary dates and draft new/updated Investment Policy Statements

- Arrange and prepare for client wealth planning meetings

- Provide support for business development activities and identify/utilize existing marketing material

- Assist with additional ad hoc administrative duties as needed

Requirements:

- University degree

- Successful completion of CFA level 1 and/or 2

- Minimum 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-haves:

- CIM designation or equivalent

- CFP or PFP designation

Benefits:

- 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

## Skills

### Required
- Asset and Liability Management (ALM)
- Cash Management
- Client Counseling
- Competitive Markets
- Financial Statement Analysis
- Investment Management
- Investment Risk
- Market Risk
- Results-Oriented

### Nice to have
- CIM designation or equivalent
- CFP or PFP designation

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/EDMONTON-Alberta-Canada/Portfolio-Management-Assistant_R-0000191211-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)