Talent.com
Royal Bank of Canada>
Portfolio Management AssistantRoyal Bank of Canada> • HALIFAX, Canada
Portfolio Management Assistant

Portfolio Management Assistant

Royal Bank of Canada> • HALIFAX, Canada
21 hours ago
Job type
  • Full-time
Job description

Job Description

What is the opportunity?

As a Portfolio Management Assistant with RBC Phillips, Hager & North Investment Counsel Inc., you will be responsible for working with Investment Counsellors on portfolio management work as well as for maintaining up-to-date knowledge on investment solutions as well as tax and financial planning issues. You will draft Investment Policy Statements as well as some client correspondence. A key element is also the preparation of investment review presentations.

What will you do?

  • Assist with the modelling, monitoring, and rebalancing of portfolios as well as inputting trades when required
  • Maintain all administrative functions such as database management, mass mailings, preparation of presentation/meeting materials, correspondence, managing reports, spreadsheets, and completion of special projects
  • Proactively identify client annual reviews and compile manager review schedules
  • Ensure compliance with client mandate and portfolio models
  • Track and manage cash holdings and balances
  • Provide training/mentorship to new employees as required and back-up to other positions as needed
  • Responding to various client inquiries

What do you need to succeed?

Must-have

  • University degree in related field
  • Canadian Securities Course (CSC)
  • CFA Program candidate administered by the CFA Institute
  • Highly service-oriented with good attention to detail and the ability to work well in a team environment
  • Advanced proficiency in Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
  • Bilingualism (English and French) required to serve our clients in the community with English-speaking needs

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, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • 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

Job Skills

Asset and Liability Management (ALM), Cash Management, Client Counseling, Competitive Markets, Financial Statement Analysis, Investment Management, Investment Risk, Market Risk, New Challenges, Results-Oriented

Additional Job Details

Address:

RBC WATERSIDE CENTRE, 1871 HOLLIS ST:HALIFAX

City:

Halifax

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-08-04

Application Deadline:

2026-08-19

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Create a job alert for this search

Portfolio Management Assistant • HALIFAX, Canada

Similar jobs

Finance Private Tutoring Jobs Enfield

SuperprofEnfield, Canada
CA$20.00 hourly
Full-time +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more

 • Promoted

Retail Management Position at West49

YM IncDartmouth, NS, CA
Full-time

Drive success as a Full-Time Assistant Manager at West49's Mic Mac Mall location.Utilize your retail experience to foster team growth and enhance customer satisfaction.West49, seeks a Full-Time Ass... Show more

 • Promoted

Credit Operations Associate Role in Fund Management

Petra Funds GroupHalifax, Halifax County, Canada
Full-time

Empower private equity fund management by joining Petra Funds Group as a Credit Operations Associate, where your accounting expertise will shine in a hybrid work environment.This position is suited... Show more

 • Promoted

Fund Controller

Standish Management, LLCHalifax, Halifax County, Canada
Full-time

We are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy‑out, Venture Capital, Real Estate and Fund‑of‑Funds.For ne... Show more

 • Promoted

Sales Representative - 60k / Year - Remote

Spade RecruitingEast Hants, Nova Scotia
Remote
Full-time
Quick Apply

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day pr... Show more

 • Promoted

Program Admin Officer 3 (Designated)

Government of Nova Scotia, ns, canada, ns, Canada
Temporary

Program Admin Officer 3 (Designated).Department: African Nova Scotian Affairs.Closing Date: 17-Jan-26 (Applications are accepted until 11:59 PM Atlantic Time).Our goal is to be a diverse workforce ... Show more

 • Promoted

Assistant in Turf Management at Fox Harb’r Resort

Fox Harb'r ResortWallace Hill 14A, NS, CA
Full-time

Become an Assistant in Turf Management at Fox Harb’r Resort, where 5 Star luxury meets hands-on experience.Contribute to golf course development while enjoying the beauty of Nova Scotia’s landscape... Show more

 • Promoted

Portfolio Management in Defence Sector

AtkinsRéalisHalifax, Halifax County, Canada
Full-time

Shape the future of defence infrastructure as a Portfolio Manager managing a $30M to $50M portfolio.This role emphasizes strategic client engagement and project execution within the Atlantic Region... Show more

 • Promoted

Fund Administration Engagement Manager

Standish Management UKHalifax, Halifax County, Canada
Full-time

Become the key point of contact for clients as the Engagement Manager in fund administration at Standish.Drive operational excellence while leading fund accounting and business development efforts.... Show more

 • Promoted

Trigonometry Private Tutoring Jobs Duncans Cove

SuperprofDuncans Cove, Canada
CA$20.00 hourly
Full-time +1

Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi... Show more

 • Promoted

Fund Controller

Standish Management UKHalifax, Halifax County, Canada
Full-time

We are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy-out, Venture Capital, Real Estate and Fund-of-Funds.For ne... Show more

 • Promoted

Strategic Finance Leadership Opportunity

Affirmhalifax, halifax county, Canada
Full-time

Seize a unique opportunity as Strategic Finance Manager at Affirm, leading innovative financial strategies within a remote work model.Shape the future of credit by refining revenue processes and dr... Show more

 • Promoted

Assurance & Advisory Manager — Remote Audit Leadership

Baker Tilly Canada CooperativeNS, CA
Remote
Full-time +1

A leading advisory firm in Dartmouth, NS is seeking an Assurance and Advisory Manager to lead audit engagements and mentor team members.The ideal candidate will have over 4 years of experience in a... Show more

 • Promoted

Associate Director (Project Loan Monitoring/ Quantity Surveyor)

BTY GroupHalifax, Halifax County, Canada
Full-time

Associate Director (Project Loan Monitoring/ Quantity Surveyor) role at BTY Group.BTY is an award-winning professional consultancy providing complete project solutions in real estate and infrastruc... Show more

 • Promoted

Guillevin Management Training Opportunity

Guillevin InternationalDartmouth, NS, CA
Full-time

Start your career as a Manager in Training with Guillevin in Dartmouth, Nova Scotia.Lead a business centre while driving project success and community involvement without financial risk.Guillevin i... Show more

 • Promoted

Lease & Revenue Administration Expert

KATIMAVIKBeechville, NS, CA
Full-time

Take your expertise to Armco Capital Inc.Lease & Revenue Specialist, focusing on resident accounts and financial processes.This pivotal role supports the administration of residential leases and ma... Show more

 • Promoted

Insolvency Administrative Assistant at MNP

MNPDartmouth, NS, CA
Full-time

Support MNP’s Corporate and Consumer Insolvency team as an Administrative Assistant.This position allows you to leverage your organizational skills to maintain efficient operations between Dartmout... Show more

 • Promoted

Remote Management Consultant

Micro1Fall River, Nova Scotia, CA
CA$50.00 hourly
Remote
Full-time

Management Consultant / Business Strategy Specialist.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such ... Show more

 • Promoted

Remote Market Research Assistant – Earn Up to $50/Task

Occupons QuebecJoneshaven, NS, Canada
Remote
Part-time

Compensation: Up to $50 per task.We are seeking individuals to complete small, remote market research tasks from home.Your insights help shape future products, services, and public trends.All tasks... Show more

 • Promoted

Regional Financial Advisor (Virtual)

CU Financial ManagementNS, CA
Full-time

People-Oriented Leader & Strategic Operations Manager at CU Financial Management Ltd.Whether you’re just starting out, building your wealth, running a business, planning for retirement or want to l... Show more