Portfolio Advisor, Portfolio Construction & Practice Management

Role overview

Responsibilities

• Provide training, practice-management sessions, and individual consultations on portfolio construction and management.
• Assess client and model portfolios and potentially analyze advisors' overall books.
• Help advisors prepare investment proposals for prospective clients.
• Coordinate with investment groups to keep guidance current and consistent.
• Share portfolio construction and management practices through presentations, consultations, and written or oral thought leadership.
• Use PAG portfolios to advise on portfolio construction, asset classes, and fulfillment approaches.
• Support PAG portfolios, thought leadership, and field capabilities.
• Build productive relationships with advisors and stakeholders inside and outside the firm.

Required qualifications

• Bachelor's degree or higher-level education.
• Experience in portfolio analysis or management, either directly or supporting investment advisor teams.
• Proficiency in Microsoft Office, including Excel, and familiarity with investment analytics software and metrics.
• Strong communication skills and ability to distill complex information into practical written and spoken guidance.
• Team orientation, attention to detail, and desire to develop investment and wealth management knowledge.
• Ability to travel up to 20% in Canada.

Additional assets

• French communication skills and CFA designation or studies are advantageous.
• Wealth branch experience, Morningstar or myProposal, and experience explaining fund fact sheets are advantageous.
• Asset class specialization, portfolio construction, or fulfillment due diligence experience is advantageous.
• Ability to prioritize and multitask in a fast-paced environment is advantageous.
• Understanding and effective use of LLM tools such as RBC WealthAssist is advantageous.

Benefits and development

• The posting mentions bonuses, flexible benefits, training, coaching, work-life balance options, and opportunities for challenging work and career development.