Portfolio Advisor, Portfolio Construction & Practice Management

Role overview

What you will do

• Provide advisor training and practice-management sessions, as well as individual consultations, on constructing and managing scalable, comprehensive multi-asset portfolios.
• Assess client and model portfolios and potentially analyze an advisor's overall book.
• Consult on investment proposals for prospective clients.
• Coordinate with investment teams to keep guidance current and consistent.
• Share best practices on portfolio construction, modeling, rebalancing, position counts, selling, and use of tools and resources.
• Use PAG portfolios to provide construction guidance and asset-class and fulfillment views; support PAG portfolios, thought leadership, and field capabilities.
• Maintain productive relationships with advisors and internal and external colleagues.

Required qualifications

• Bachelor's degree or higher-level education.
• Portfolio analysis or management experience, either directly or supporting investment advisor teams.
• Proficiency in Microsoft Office, including Excel, and familiarity with investment analytics software and outputs.
• Strong communication skills to turn extensive information and data into clear written guidance, consultations, and presentations.
• Team orientation, attention to detail, and interest in developing investment and wealth management knowledge.
• Ability to travel up to 20% in Canada.

Preferred qualifications

• French communication skills may differentiate candidates.
• CFA designation or progress toward it; wealth branch experience at DS or PH&N.
• Experience interpreting Morningstar or myProposal analytics, fund fact sheets, or managed-money materials.
• Asset-class specialization, portfolio construction, or fulfillment due diligence experience.
• Ability to multitask and prioritize in a demanding, fast-paced environment.
• Understanding of LLM tools such as RBC WealthAssist and ability to use AI to improve efficiency on repeatable tasks.

Compensation and benefits

• The posting mentions competitive compensation, bonuses, flexible benefits, training, development opportunities, flexible work-life balance options, and opportunities for greater responsibility.
• The posting describes a collaborative team and opportunities to build client relationships and take on challenging work.