Portfolio Advisor, Portfolio Construction & Practice Management

Role overview

What you will do

• Provide scalable training and one-to-one consultations to help advisors build and manage comprehensive, scalable multi-asset portfolios.
• Assess client and model portfolios and potentially advisors' overall books.
• Consult on investment proposals for prospective clients.
• Coordinate with investment teams to keep guidance current and consistent.
• Share practices on portfolio construction, management, modeling, rebalancing, positioning, and use of tools through presentations, consultations, and thought leadership.
• Use PAG portfolios to guide construction and communicate asset-class and fulfillment views.
• Support PAG portfolios, thought leadership, and capabilities in the field.
• Maintain productive relationships with advisors and internal and external colleagues.

Must-have qualifications

• Bachelor's degree or higher-level education.
• Portfolio analysis or portfolio management experience, directly or supporting investment-advisor teams.
• Proficiency in Microsoft Office, including Excel, and familiarity with investment analytics software, outputs, and metrics.
• Ability to communicate complex information and data as clear, practical written and spoken guidance and presentations.
• Collaborative approach, attention to detail, and interest in developing investment and wealth-management knowledge.
• Ability to travel up to 20% in Canada.

Nice-to-have qualifications

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

What RBC offers

• The posting describes bonuses, flexible benefits, development support, training, work-life balance options, and opportunities for challenging work and broader responsibility.