Portfolio Management Assistant – RBC, Vancouver, BC
Location: Vancouver, BC | Company: RBC
RBC is hiring a Portfolio Management Assistant in Vancouver, British Columbia. This full-time wealth management position supports an Investment Counsellor or Portfolio Manager with client documentation, meeting preparation, investment policy updates and day-to-day client service.
The role is suited to candidates with financial services experience, strong business writing skills and a solid understanding of financial planning. The position is based at RBC’s Vancouver Main Branch, is scheduled for 37.5 hours per week and offers a published salary range of $55,000 to $85,000 CAD.
Supporting Portfolio Management and Client Relationships
The Portfolio Management Assistant helps keep client accounts, planning activities and advisory meetings organized. A key part of the role involves tracking and drafting Investment Policy Statements for new and existing clients, preparing supporting documentation and ensuring that important updates are recorded accurately.
The successful candidate will also respond to general client enquiries, prepare presentation materials and support wealth planning meetings covering areas such as financial planning, insurance and estate planning. The position requires a high level of attention to detail because the information prepared may support important investment and client service decisions.
Key Areas of Responsibility
The position combines client support, portfolio administration, meeting coordination and assistance with business development activities.
Client Service
Respond to general client enquiries promptly and update internal systems with information, requests and tasks requiring follow-up.
Meeting Preparation
Prepare materials in advance of client meetings, organize relevant documentation and attend selected meetings when required.
Investment Policy Statements
Track anniversary dates and draft new or updated Investment Policy Statements and related investment policy letters.
Wealth Planning Coordination
Arrange and prepare for financial planning, insurance and estate planning sessions involving clients and advisory professionals.
Business Development Support
Assist with prospect presentations, marketing materials and documentation used to support relationship-building activities.
Administrative Assistance
Provide additional administrative support to the Investment Counsellor, Portfolio Manager and broader team as operational needs arise.
Education and Professional Requirements
Applicants must have a university degree and must have successfully completed the Canadian Securities Course or an equivalent qualification. RBC also requires at least two years of experience in a support position within the financial services industry, together with previous financial planning experience.
Candidates should have advanced Microsoft Office skills, particularly in Word, Excel and PowerPoint. Strong business writing and communication abilities are essential because the role involves preparing client-facing materials, policy documents, presentations and professional correspondence.
Skills That May Help Candidates Succeed
Successful candidates will need to combine financial knowledge, organization and client service with the ability to prepare accurate and professional documentation.
The ability to respond professionally to enquiries, explain next steps clearly and maintain timely communication with clients and colleagues.
Strong writing skills for drafting Investment Policy Statements, policy letters, meeting notes, presentations and client documentation.
Understanding of investment planning, insurance, estate planning and related wealth management processes.
The ability to track deadlines, meeting schedules, anniversary dates and multiple client-related tasks without losing accuracy.
Advanced capability using Word, Excel and PowerPoint to prepare financial documents, presentations and internal tracking materials.
Compensation, Development and Work Environment
The expected annual salary range for this position is $55,000 to $85,000 CAD. The actual salary may depend on the candidate’s experience, skills, registration status, market conditions and business needs. RBC also states that the position may be eligible for a discretionary or variable incentive payment.
RBC identifies a Total Rewards program that may include flexible benefits and competitive compensation. The employer also highlights coaching, professional development, challenging work, opportunities to build close client relationships and access to career opportunities across different business areas and geographic locations.
How to Apply
Candidates should prepare an application that clearly demonstrates financial services experience, completion of the Canadian Securities Course or an equivalent qualification, financial planning knowledge and advanced Microsoft Office skills. Applicants with a CIM, CFP or PFP designation should also highlight these credentials.
Applications must be submitted through the official RBC careers website. The published application deadline is August 15, 2026. RBC notes that applications will be accepted until 11:59 p.m. on the day before the listed deadline.