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Job Description
What is the opportunity?
RBC PH&N Investment Counsel ("RBC PH&N IC") is one of Canada's leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary investment management and privileged access to the expertise of our RBC Wealth Management Services team which includes highly accredited lawyers, accountants, and financial planning specialists.
As the Portfolio Management Assistant, you will primarily be responsible for writing Investment Policy Statements and drafting client correspondence. You will also be involved in preparing presentations for the Portfolio Manager. In addition, you will be responsible for reviewing asset mix and researching tax and financial planning issues for the Client.
What will you do?
- By providing excellence in customer service, you will respond to all client inquiries, update client files as required and prepare client presentation material
- You will also be required to prepare meeting material in advance and attend all client meetings as required
- In addition, you will be responsible for drafting correspondence, updating Investment Management Agreements and assisting in the preparation of Investment Policy letters
- You will also assist with securities trading as required, and ensure daily reconciliation of trades are processed
- Additional duties include assisting with Business Development activities by: developing and managing marketing lists, helping with new account presentations, and preparing new prospect proposals
- You will also be preparing the Investment Policy Statements, and model, monitor and rebalance the portfolios
- A key component of your responsibilities will also include ensuring that compliance to client mandate and portfolio models are met
- Assist the Portfolio Manager and the team with any additional ad hoc administrative duties as needed
What do you need to succeed?
Must-have
- University Degree
- Minimum of 2 years' experience in a similar role
- Minimum of 1 year of Financial Planning experience
- Advanced MS Office skills (Word, Excel, Power Point)
Nice-to-have
- Successful completion of CSC (Canadian Securities Course)
- CIM Designation (Chartered Investment Management)
- CFP Designation (Certified Financial Planner)
- CFA (Chartered Financial Analyst)
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 which include competitive compensation and flexible benefits
- 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
- Opportunities to do challenging work
- Opportunities to building close relationships with clients
The expected salary range for the above position is $50,000 - $85,000 depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs.
This position may be eligible to receive a discretionary/variable incentive payment.
RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
- Drives RBC's high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value
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Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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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