Portfolio Management Assistant (PMA)

The Portfolio Management Assistant (PMA) is a role that focuses primarily on supporting the Investment Counsellor in the management of private client portfolios, relationships, and meetings. You will: Respond to client inquiries and update client files as required Prepare client presentation material and meeting material in advance Attend client meetings, if requested Draft correspondence and client newsletters Assist in preparing financial plans using RBC's proprietary software Respond to tax-related questions from accountants Assist with securities trading as directed by the Investment Counsellor Develop and manage marketing lists, help with new account presentations, and prepare new prospect proposals Prepare client Investment Policy Statements from a template Model, monitor, and provide suggestions to rebalance the portfolios Ensure compliance to client mandate and portfolio models are met Assist the Investment Counsellor and the team with any additional ad hoc administrative duties as needed. To succeed, you will need: Minimum of 2 years in a client-facing role in a financial institution, including financial planning University Degree Completion of either CIM or CFA Level 1 PFP or CFP Experience in Trading Advanced MS Office skills (Word, Excel, Power Point) Attention to detail, strong organizational skills, excellent oral and written skills, and technologically savvy In return, you will receive: A comprehensive Total Rewards Program including bonuses and flexible benefits Competitive compensation Commissions and stock where applicable Challenging work and variety of assignments Financial strength and a strong brand Prestige and management that supports your work and progression Job Data by YubHub .