Portfolio Management Assistant at RBC, St. John's

Elevate your career with RBC PH&N Investment Counsel as a Portfolio Management Assistant. This role focuses on client support, investment policy management, and preparing for wealth-planning meetings.

In this position, you will assist Investment Counsellors and Portfolio Managers with critical tasks. Your responsibilities will include preparing meeting materials, responding to client inquiries, and tracking important anniversaries and policies. This maternity leave coverage offers the potential for permanency while engaging in meaningful client interactions and business development activities.

Key Responsibilities:• Provide proactive customer service and respond to inquiries • Prepare client meeting materials and attend when necessary • Track anniversary dates and draft Investment Policy Statements • Arrange client wealth-planning meetings effectively • Support business development with marketing materials

Requirements:• University degree in a relevant field • Completion of the Canadian Securities Course (CSC) • Minimum two years in financial services support • Experience in financial planning preferred • Advanced MS Office skills required

Utilize your support skills and financial acumen to make a positive impact at RBC. #J-18808-Ljbffr