Portfolio Management Assistant
Vancouver, BC
What is the opportunity?

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

  • 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

  • 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

  • A key component of your responsibilities will also include ensuring that compliance to client mandate
and portfolio models are met

  • Finally, you will assist the Portfolio Manager and the team with any additional ad hoc administrative
duties as needed.

What do you need to succeed?


  • University Degree
  • Successful completion of CSC (Canadian Securities Course )
  • Minimum of 2 years’ experience in a similar role
  • Advanced MS Office skills (Word, Excel, Power Point )

  • CIM Designation ( Canadian Investment Management )
  • CFP Designation ( Canadian 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.

  • Challenging work
  • Variety of assignments
  • Financial strength and a strong brand
  • Prestige
  • Management that supports your work and progression