Portfolio Advisor

RBC; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

RBC is seeking a Portfolio Advisor for their InvestEase service in Toronto. This role involves providing investment advice and managing client relationships through exceptional service. Candidates should have relevant qualifications and experience in investment management, with a focus on client satisfaction and financial goals.

Benefits

Career development and sales coaching

Competitive salary and annual bonus

Strong suite of tools for competitive edge

Qualifications

• 2+ years’ relevant investment management experience within the last 5 years.
• 2+ years’ experience in a client-facing investment advisory/management role.
• Professional oral and written communication skills.

Responsibilities

• Educate clients about RBC InvestEase features and benefits.
• Manage client onboarding and administrative processes.
• Monitor and respond to client inquiries.

Skills

Communication

Critical Thinking

Customer Service

Detail-Oriented

Industry Knowledge

Negotiation

Teamwork

Education

Chartered Investment Manager (CIM) designation

Chartered Financial Analyst (CFA) Level 1 or higher

Tools

MS Excel (VBA)

Python

Job description

Job Summary

Job Description

What is the opportunity?

RBC InvestEase is a discretionary investment management service that provides professionally managed ETF portfolios and access to high quality advice for clients. Join a fast-growing business and have the opportunity to help shape the future of digital investment advice in Canada.

As a Portfolio Advisor, you are the primary point of contact for clients seeking personal assistance with their investments, questions and concerns, and as such you will maintain and build client relationships through exceptional client service and trusted investment advice. You will provide investment advice to clients via electronic channels (telephone and email) relating to all elements of the know-your-client (KYC) process including risk tolerance, investment objectives, & time horizon while assisting clients across Canada in achieving their financial goals.

What will you do?

• Educate clients by explaining the features, fees and benefits of RBC InvestEase
• Manage the administrative client onboarding process (e.g. scheduling client appointments, and dealing with non - responsive clients)
• Monitor the RBC InvestEase General Inquiries mailbox on a daily basis and respond to clients as necessary
• Manage the daily trading of InvestEase client portfolios.
• Generate client communications, market commentaries and engagement resources for a diverse client audience.
• Participate in Investment Committee meetings by contributing to topics that are related to the RBC InvestEase investment process or portfolios, anticipating client questions regarding recent economic events, macroeconomic trends or financial markets
• Collaborate with the broader RBC InvestEase & RBC Direct Investing teams (including operations, strategy and product development) to provide client feedback or client insights for the purposes of improving the overall client experience
• Handle client concerns and/or complaints and escalate in compliance with internal policies and procedures
• Responsible to identify, manage, and if necessary, escalate the risks and/or control deficiencies

What do you need to succeed?

Must-have

• Chartered Investment Manager (CIM) designation or Chartered Financial Analyst (CFA) Level 1 or higher
• Registration with IIROC or a provincial securities regulator in which you accumulated 2+ years’ relevant investment management experience within the last 5 years
• 2+ years’ experience in a client-facing investment advisory/management role
• Professional oral and writtencommunication and facilitation skills
• Highly organized with ability to multitask and shift priorities effectively
• Positive attitude, enjoys people, and motivated to help others
• Strong problem resolution and comfortable with ambiguity

Nice-to-have

• Strong MS Excel (VBA), python & programming skills
• Fluent in French (verbal and written communication)

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• Career development and top-notch sales coaching to take your career to the next level
• Competitive salary, annual bonus, and recognition programs that reward top performance
• Strong suite of tools, including emerging digital capability to enhance your competitive edge
• Opportunity to represent Canada’s leading financial services brand in your community

Job Skills

Communication, Critical Thinking, Customer Service, Detail-Oriented, Industry Knowledge, Information Capture, Investment Banking, Negotiation, Product Services, Teamwork

Additional Job Details

Address:

RBC WATERPARK PLACE, 88 QUEENS QUAY W:TORONTO

City:

TORONTO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-05-20

Application Deadline:

2025-06-27

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.