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Remote Bilingual Financial Customer Care Service Representative
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Competition # : 49489 Department: Service Nova Scotia Location: HALIFAX Type of Employment: Permanent Union Status: NSGEU - NSPG Closing Date: 13-Aug-26 (Applications are accepted until 11:59 PM Atlantic Time) About U…
Competition # : 49491 Department: Service Nova Scotia Location: HALIFAX Type of Employment: Permanent Union Status: NSGEU - NSPG Closing Date: 13-Aug-26 (Applications are accepted until 11:59 PM Atlantic Time) About U…
Skills: Financial document processing, Data entry, Quality control, GAAP compliance, Attention to detail
The Portfolio Management Assistant supports Investment Counsellors with portfolio modeling, rebalancing, and trade execution. They are also responsible for maintaining administrative functions, preparing client presentations, and ensuring compliance with investment mandates.
Requirements
Candidates must hold a university degree in a related field and possess the Canadian Securities Course (CSC) certification. Additionally, applicants should be CFA Program candidates with advanced proficiency in Microsoft 365 and strong service-oriented skills.
Full 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
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.
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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.
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com.
We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
http://rbc.com/legalstuff.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
https://www.rbc.com/conditions-dutilisation/
Offices: 200 Bay Street, Toronto, Ontario M5J 2J5, CA · 1 Place Ville-Marie, Montreal, QC H3B 1Z3, CA · 2 Park St, Sydney, NSW 2000, AU · 100 Bishopsgate, London, England EC2N 4AA, GB · Persiaran Apec, Cyberjaya, Selangor 63000, MY
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How many Finance & Accounting jobs are open in Halifax, Canada right now?
There are currently 199 open finance & accounting positions in Halifax, Canada listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Halifax, Canada?
Companies currently hiring include RBC, MUFG Investor Services, KPMG Canada, Scotiabank, Government of Nova Scotia, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Halifax, Canada?
Yes — 74 of the 199 open finance & accounting positions offer remote or hybrid work (9 remote, 65 hybrid).
How do I apply for Finance & Accounting jobs in Halifax, Canada?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.