Portfolio Management Assistant
Job Summary
Job Description
What is the opportunity?
As a Portfolio Management Assistant with RBC Phillips, Hager & North Investment Counsel Inc., you will be responsible for working with Investment Counsellors on portfolio management work as well as for maintaining up-to-date knowledge on investment solutions as well as tax and financial planning issues. You will draft Investment Policy Statements as well as some client correspondence. A key element is also the preparation of investment review presentations.
What will you do?
- Assist with the modelling, monitoring, and rebalancing of portfolios as well as inputting trades, when required
- Maintain all administrative functions, such as database management, mass mailings, preparation of presentation/meeting materials, correspondence, managing reports, spreadsheets, and completion of special projects
- Proactively identify client annual reviews and compile manager review schedules
- Ensure compliance to client mandate and portfolio models
- Track and manage cash holdings and balances
- Provide training/mentorship to new employees, as required, and back-up to other positions, as needed
- Respond to various client inquiries
What do you need to succeed?
Must-have
- University degree in related field
- Canadian Securities Course (CSC)
- CFA Program candidate administered by the CFA Institute
- Highly service-oriented with good attention to detail and the ability to work well in a team environment
- Advanced proficiency in Microsoft 365 apps
- Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
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
Job Skills
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Inclusion and Equal Opportunity Employment
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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