Portfolio Advisor, Portfolio Construction & Practice Management

Role overview

Responsibilities

• Provide scalable training, practice-management sessions, and one-to-one consultations to help advisors construct and manage comprehensive, scalable multi-asset models and portfolios.
• Assist with assessments and analysis of client and model portfolios and potentially advisors' overall books of business.
• Consult with advisors on investment proposals for prospective clients.
• Coordinate with investment teams to stay current on investment views and portfolio-construction approaches and provide consistent guidance.
• Share best practices on portfolio construction, management, modelling, rebalancing, position counts, selling, and use of resources and tools through consultations, presentations, and thought leadership.
• Use PAG portfolios to guide portfolio construction and communicate asset-class and fulfillment views; support PAG portfolios, thought leadership, and field capabilities.
• Build productive relationships with advisors and internal and external colleagues at all levels.

Required 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 turn substantial information and data into clear, practical written guidance, consultations, and presentations.
• Team-oriented approach, attention to detail, and motivation to develop investment knowledge and understanding of wealth management.
• Ability to travel up to 20% within Canada.

Nice-to-have qualifications

• French communication skills for presenting, speaking, and writing could help differentiate candidates.
• CFA designation or working toward it; Wealth branch experience in DS or PH&N.
• Experience with analytics software such as Morningstar or myProposal, and communicating fund fact sheet or managed-money investment results.
• 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.

Benefits and development

• The posting describes a total rewards program with bonuses, flexible benefits, and competitive compensation.
• It mentions coaching, development opportunities, a financial-services training program, flexible work-life balance options, challenging work, and opportunities to build client relationships.

Travel

• The role requires ability to travel up to 20% within Canada.