Job Description What is the opportunity? The Portfolio Management Assistant (PMA) supports the Investment Counsellor (IC) in delivering an exceptional, insight-driven, and high-touch experience to clients. In addition to operational and administrative support, the PMA plays a critical role in aligning client portfolios with PH&N’s investment philosophy, ensuring proactive communication, and enabling a personalized and responsive client journey. What will you do? Client Experience & Relationship Support: Serve as the primary point of contact for day-to-day client service needs Portfolio Management & Strategic Support: Support rebalancing efforts, cash deployment, and opportunity identification Market & Product Research: Stay informed on macroeconomic developments, market volatility, and asset class trends Product Shelf & Model Expertise: Develop strong working knowledge of PH&N’s full product shelf (including RBC GAM funds) Execution & Operational Excellence: Manage follow-ups and documentation after IC-client meetings What do you need to succeed? Must Have 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 Nice to Have Tax planning experience Portfolio Management skills Successful completion of CSC 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. Flexible work/life balance options A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable Challenging work Variety of assignments Financial strength and a strong brand Management that supports your work and progression Job Skills Additional Job Details Address: 42 WYNDHAM ST N:GUELPH City: Guelph Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2025-08-14 Application Deadline: 2025-08-28 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 84,000+ employees who bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to more than 16 million clients in Canada, the U.S. and 34 other countries. Learn more at rbc.com.? We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at rbc.com/community-social-impact.
