Portfolio Manager Assistant

What is the job opportunity about?

As a member of RBC Phillips, Hager & North Services - Investment Advisory, the Portfolio Manager Assistant collaborates with experienced Portfolio Managers to develop customized investment strategies for high-net-worth individuals, trusts, and charitable organizations. This long-term support role involves assisting Portfolio Managers in establishing a strategy, managing client portfolios, and regularly reviewing them.

What will your tasks be?

• Provide support to the Portfolio Manager in managing client portfolios
• Participate in developing investment strategies, models, proposals, and action plans for current and potential clients
• Implement action plans and proactively manage client portfolios to achieve or exceed performance goals
• Monitor and rebalance client portfolios to ensure they are managed according to the investment policy statement and portfolio risk management strategies and policies
• Develop, document, and maintain each client's profile, establishing steps to deepen and strengthen the client relationship
• Assist with client meetings as needed, including annual reviews and meetings with potential clients
• Participate in investment strategy and analysis presentations by analysts
• Review risk management reports and follow up on them
• Proactively identify and address portfolio management issues for clients and recommend solutions to Portfolio Managers to resolve them
• What do you need to succeed?

Requirements

• Chartered Financial Analyst (CFA) designation
• University degree (preferably in business, finance, or economics)
• Bilingualism (English and French) required, as you will serve a client base and work with colleagues and partners who are both French- and English-speaking across Canada
• Solid practical knowledge of Microsoft 365 applications, particularly Excel

Assets

• Graduate degree (preferably in business or finance)
• Certified Financial Planner (CFP) designation from the Canadian Securities Institute

Benefits for you

Giving our best, thinking differently to drive our growth, and working as a team to provide reliable advice that contributes to client success and community prosperity is a challenge we take on with flair. We care about everyone's well-being and are committed to realizing our full potential, fostering community growth, and contributing to everyone's success.

• Comprehensive compensation package including bonuses and benefits, competitive remuneration, commissions, and stock options, if applicable
• Leadership development supported by opportunities for mentorship and coaching
• Ability to make a significant contribution and have a lasting impact
• Dynamic, growing, collaborative, and high-performing team
• Professional Skills
• Additional Job Details
• Address:
• 2828 BOUL LAURIER:QUÉBEC
• City:
• Québec
• Country:
• Canada
• Number of hours per week:
• 37.5
• Employment type:
• time plein
• Industry:
• Asset Management
• Function type:
• Regular
• Salary scale type:
• Employee
• Posting date:
• 2026-08-03
• Application deadline:
• 2026-08-31

Note: *Applications will be accepted until 23:59 the day before the above application deadline*

Our Job Opportunities

At RBC, we are guided by our shared values – Client First, Integrity, Collaboration, Respect, and Excellence – and the principle Together at RBC, the key to success. We believe that an inclusive work environment offering diverse perspectives is essential to our continued growth as one of the world's largest and most profitable financial institutions. Our work environment that fosters excellence, collaboration, innovation, and professional growth contributes to realizing our purpose and creating value for our clients and communities. To this end, we implement policies and programs to promote a respectful and inclusive work environment that offers opportunities for all.

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RBC is currently accepting applications for this vacant position. By applying to this job posting, you express your intention to pursue your career at RBC by taking this opportunity. Qualified candidates may be invited for a more in-depth review of their resume.