Portfolio Advisor, Portfolio Construction & Practice Management

Role overview

Responsibilities

• Deliver training, practice-management sessions, and individual consultations to help advisors construct and manage comprehensive multi-asset portfolios.
• Assist with analysis of client and model portfolios and potentially advisors' overall books.
• Consult on investment proposals for prospective clients.
• Coordinate with investment teams to keep guidance aligned with current investment views and portfolio-construction approaches.
• Share best practices for portfolio construction and management, modeling, rebalancing, position counts, selling, and tools through presentations and consultations.
• Use PAG portfolios to provide guidance on construction, asset classes, and fulfillment; support PAG portfolios, thought leadership, and field capabilities.
• Build productive relationships with advisors and internal and external stakeholders.

Required qualifications

• Bachelor's degree or higher-level education.
• Experience in portfolio analysis or portfolio management, directly or while supporting investment advisor teams.
• Proficiency in Excel and MS Office, and familiarity with investment analytics software and outputs, including metrics.
• Strong communication skills to turn large volumes of information and data into practical written and spoken guidance.
• Team orientation, attention to detail, and motivation to develop investment and wealth-management knowledge.
• Ability to travel up to 20% in Canada.

Preferred qualifications

• French communication, CFA designation or progress toward it, wealth-branch experience, and experience with Morningstar or myProposal are advantageous.
• Experience with fund fact sheets, managed-money materials, asset-class specialization, portfolio construction, or fulfillment due diligence is advantageous.
• Multitasking and prioritization in a fast-paced environment, and familiarity with RBC WealthAssist or LLM tools, are advantageous.

What RBC offers

• The posting describes a total rewards program, bonuses and flexible benefits, coaching, training, flexible work-life options, and career-development opportunities.