Portfolio Advisor, Portfolio Construction & Practice Management

Role overview

Responsibilities

• Provide scalable training and practice-management sessions and one-to-one consultations on constructing and managing comprehensive multi-asset portfolios.
• Assess client and model portfolios and potentially advisors’ overall books of business.
• Consult on investment proposals for prospective clients.
• Coordinate with investment teams to keep portfolio guidance current and consistent.
• Share best practices on construction, management, modelling, rebalancing, positions, selling, and use of resources through presentations, consultations, and thought leadership.
• Use PAG portfolios to guide construction and communicate asset-class and fulfillment views; support the portfolio suite and field capabilities.
• Build and maintain productive relationships with advisors and colleagues internally and externally.

Required qualifications

• Bachelor’s degree or higher-level education.
• Portfolio analysis and/or portfolio management experience, directly or supporting investment advisor teams.
• Microsoft Office proficiency, including Excel, and familiarity with investment analytics software and metrics.
• Strong communication skills and ability to distill complex information into practical written and spoken guidance.
• Ability to travel up to 20% in Canada.

Additional assets

• French communication skills; CFA designation or progress toward it; and wealth branch experience are differentiators.
• Experience with Morningstar or myProposal analytics, fund fact sheets, or managed-money investment materials is an asset.
• Asset-class specialization, portfolio construction, fulfillment due diligence, multitasking, and prioritization experience are assets.
• Understanding of LLM tools such as RBC WealthAssist and using AI to improve repeatable-task efficiency is an asset.

Benefits and development

• The posting describes bonuses, flexible benefits, coaching and development support, training, work-life balance options, and opportunities for greater accountability.
• Other stated opportunities include challenging work, client relationships, and mobility across business areas and geographies.