Portfolio Advisor, Portfolio Construction & Practice Management

Role overview

Responsibilities

• Deliver advisor training, practice-management sessions, and individual consultations on comprehensive multi-asset models and portfolios.
• Support analysis of client portfolios, 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 portfolio-management practices, including modeling, rebalancing, position counts, selling, and use of resources, through presentations and thought leadership.
• Use PAG portfolios to guide construction and communicate asset-class and fulfillment views.
• Support PAG portfolios, thought leadership, and field capabilities; maintain productive internal and external advisor relationships.

Required qualifications

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

Additional assets

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

What RBC offers

• Total rewards program with bonuses and flexible benefits, coaching and development, and a financial-services training program.
• Collaborative work, flexible work-life options, challenging work, and opportunities for greater accountability and career growth.

Travel and work setting

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