Portfolio Advisor, Portfolio Construction & Practice Management

Opportunity

What you will do

• Deliver training, practice-management sessions, and one-to-one consultations on constructing and managing scalable multi-asset portfolios.
• Help advisors assess and analyze client or model portfolios and potentially their overall book of business.
• Consult with advisors on investment proposals for prospective clients.
• Collaborate with investment teams to stay current on investment views and portfolio construction approaches and provide coordinated guidance.
• Share best practices on portfolio construction, management, modeling, rebalancing, position counts, selling, and use of tools and resources.
• Communicate guidance through presentations, consultations, discussions, and written or oral thought leadership.
• Use PAG portfolios to guide construction and communicate views on asset classes and fulfillment approaches.
• Support PAG portfolios, thought leadership, and capabilities in the field.
• Build productive relationships with advisors and internal and external stakeholders.

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 and outputs, including metrics.
• Strong communication skills and ability to turn complex information into clear, practical guidance.
• Team-oriented, detail-focused, and motivated to develop 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.
• Wealth-branch experience, including DS or PH&N.
• Experience with Morningstar, myProposal, portfolio analytics, fund fact sheets, or managed-money investment materials.
• Experience with asset-class specialization, portfolio construction, or fulfillment due diligence.
• 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.

What RBC offers

• Total Rewards Program with bonuses and flexible benefits, and competitive compensation.
• Coaching and development support, a collaborative team, and opportunities to make an impact and take on greater accountability.
• Financial-services training, challenging work, flexible work-life balance options, and opportunities to build client relationships.

Travel

• The role requires travel of up to 20% in Canada.