Portfolio Advisor, Portfolio Construction & Practice Management

Role overview

Advisor support and portfolio guidance

• Provide training, practice-management sessions, and one-to-one consultations to help advisors build and manage scalable multi-asset models and 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 maintain current, consistent portfolio-construction guidance.
• Share best practices on modeling, rebalancing, positions, selling, and resources through presentations, consultations, and thought leadership.
• Use PAG portfolios to guide construction and communicate asset-class and fulfillment views; support PAG portfolios and capabilities in the field.
• Build productive working relationships with advisors and internal and external colleagues.

Must-have qualifications

• Bachelor's degree or higher-level education.
• Experience in portfolio analysis and/or portfolio management, directly or through support of investment advisor teams.
• Proficiency in Microsoft Office, including Excel, and familiarity with investment analytics software, outputs, and metrics.
• Strong communication skills to distill complex information and data into clear practical guidance in writing, consultations, and presentations.
• Ability to travel up to 20% within Canada.
• Team orientation, attention to detail, and motivation to develop investment knowledge and understanding of wealth management.

Nice-to-have qualifications

• French communication skills; CFA designation or progress toward it; and experience in a DS or PH&N wealth branch are nice to have.
• Experience with portfolio analytics tools such as Morningstar or myProposal, or interpreting fund fact sheets and managed-money materials, is nice to have.
• Asset-class specialization, portfolio construction, or fulfillment due diligence experience is nice to have.
• Multitasking and prioritization in a fast-paced environment, and familiarity with LLM tools such as RBC WealthAssist, are nice to have.

What RBC offers

• The posting describes a total rewards program, bonuses, flexible benefits, competitive compensation, coaching, development opportunities, and a collaborative team.
• It also notes training, flexible work-life balance options, challenging work, and opportunities for increased accountability and career mobility.