Portfolio Risk Analyst

RBC; Toronto; On-site; CAD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a dedicated professional to join their Portfolio Risk Advisors team. This role offers an exciting opportunity to oversee the technology transition of the Portfolio Risk Dashboard and collaborate with Portfolio Managers across the country. The successful candidate will engage in data integration, conduct client account reviews, and deliver impactful presentations. The company fosters a culture of growth and innovation, providing tools and support for career development. If you have a strong financial background and a passion for client service, this could be the perfect opportunity for you.

Benefits

Flexible benefits

Career development

Retirement plans

Competitive compensation

Tools and training for career growth

Qualifications

• 5+ years of experience in the financial sector.
• Strong understanding of financial markets.
• Effective presentation skills, both virtual and in person.

Responsibilities

• Oversee the successful technology transition of the Portfolio Risk Dashboard.
• Conduct quarterly reviews of client accounts.
• Provide reporting and analysis to Branch Directors nationwide.

Skills

Critical Thinking

Data Administration

Detail-Oriented

Groupware Administration

Teamwork

Web-based Facilities and Tools

Education

Canadian Securities Course certification

Tools

Microsoft Office

Job description

Job Summary

Job Description

What is the opportunity:

As part of the RBC Dominion Securities Inc. business line, the successful candidate will join the Portfolio Risk Advisors team to assist with the ongoing oversight of discretionary programs. This role involves partnering with colleagues, head office teams, and Portfolio Managers across the country to ensure the successful implementation and oversight of the PIM program.

What will you do?

1. Oversee the successful technology transition of the Portfolio Risk Dashboard.
2. Assist with data integration into new platforms.
3. Conduct quarterly reviews of client accounts.
4. Provide reporting and analysis to Branch Directors nationwide.
5. Classify financial instruments.
6. Deliver presentations virtually and in person to Portfolio Managers and their teams.
7. Report on discretionary program metrics to the Head of Managed Accounts.

What do you need to succeed?

Must Have:

• 5+ years of experience in the financial sector.
• Strong understanding of financial markets.
• Exceptional organizational skills.
• Attention to detail and a desire for continuous improvement.
• Effective presentation skills, both virtual and in person.
• Proficiency in Microsoft Office applications.
• Interest in technology applications.
• Ability to simplify large volumes of information.
• Client-service orientation.

Nice to have:

• Experience in an RBC DS branch environment.
• Bilingual in English and French.
• Canadian Securities Course certification.

What’s in it for you?

We foster a culture of growth, innovation, and teamwork, aiming to deliver trusted advice that helps clients thrive and communities prosper. We value diversity, support professional development, and offer comprehensive benefits, competitive pay, and tools for success.

• Flexible benefits, career development, and retirement plans.
• Competitive compensation with high earning potential.
• Tools, training, and support to grow your career.

Job Skills

Critical Thinking, Data Administration, Detail-Oriented, Groupware Administration, Insurance Policies, Insurance Regulatory Law, Office Tools, System Applications, Teamwork, Web-based Facilities and Tools

Additional Job Details

Address: RBC Centre, 155 Wellington St 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: 2025-05-08

Application Deadline: 2025-05-22

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

Inclusion and Equal Opportunity Employment

At RBC, we believe a diverse and inclusive workplace is key to our growth. We support policies and programs that foster respect, belonging, and opportunity for all, helping our employees perform at their best and drive innovation.

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