Accounting & Finance

Wealth Planning Assistant: IPS Prep & Client Meetings

RBC

City Of Langley · Metro Vancouver Regional District · Canada

RBC Wealth Management in Langley, BC, seeks a Portfolio Management Assistant to support the Investment Counsellor/Portfolio Manager. You’ll prepare IPS updates, arrange client wealth planning meetings, and draft presentations for clients and prospects.

Responsibilities include meeting preparation, responding to client inquiries, tracking key dates, and supporting marketing materials and ad hoc admin tasks. A university degree and CSC are required; CIM/CFP are a plus.

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Reference: WJ-291_11417390

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