Client-Facing Portfolio Management

Position: Client-Facing Portfolio Management Role
Join RBC as a Portfolio Management Assistant in Waterloo, Canada, where you will support the Investment Counsellor in managing private client portfolios. Drive client satisfaction through financial planning and proactive communication.

In this integral role, you will assist in managing approximately 120 client relationships, focusing on client inquiries and tailored investment strategies. Experience in trading and advanced financial understanding is vital as you prepare client materials, update Investment Policy Statements, and coordinate portfolio rebalancing.

Key Responsibilities:

• Provide excellent customer service and client inquiries

• Prepare and organize materials for client meetings

• Draft newsletters and support financial plan preparation

• Execute securities trading as guided by the counsellor

• Assist in business development proposals and presentations

Requirements:

• At least 2 years in client-facing finance roles

• University degree with CIM or CFA Level 1

• Certification in PFP or CFP recommended

• Proficient in MS Office, especially Excel

• Strong organizational and communication skills

Your role will empower RBC's commitment to delivering exceptional financial services to clients.
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