Portfolio Advisor, Portfolio Construction & Practice Management
RBC Dominion Securities Inc.
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Job summary
RBC Dominion Securities Inc. is seeking a Portfolio Advisory professional to support 2,200 advisors in planning, constructing, and managing multi-asset portfolios for retail clients.
You will synthesize research from multiple firm investment groups into practical guidance and serve as a trusted consultant to advisors. The role emphasizes strong portfolio analysis, collaboration with investment teams, and the ability to distill complex views into actionable recommendations, with travel up to 20%
Qualifications
- Bachelor's Degree or higher-level education.
- Experience in portfolio analysis and/or portfolio management, directly or in support roles.
- Proficiency in Excel MS Office and familiarity with investment analytics software.
- Strong written and verbal communication, distilling data into guidance.
- Team player with high attention to detail and eagerness to learn.
- Ability to travel up to 20% in Canada.
Responsibilities
- Work with Advisors through training or 1-on-1 consultations to improve multi-asset model construction.
- Assist advisors in assessing client/model portfolios and overall book analysis.
- Act as a consultant to advisors in preparing investment proposals.
- Collaborate with investment teams to keep guidance up-to-date and consistent.
- Share best practices in portfolio construction, modelling, rebalancing, and communication.
- Leverage PAG portfolios to deliver guidance on asset classes and fulfillments.
- Support the full suite of PAG portfolios and field capabilities; build relationships with Advisors.
Skills
Education
Tools
Job description
The Portfolio Advisory Group's Portfolio Construction & Practice Management team provides investment guidance to 2,200 RBC Dominion Securities advisors. This role supports advisors in planning, constructing, and managing multi-asset portfolios for retail clients across all asset classes, fulfillment types, and portfolio-related challenges.
The Portfolio Advisory Group's Portfolio Construction & Practice Management team provides investment guidance to 2,200 RBC Dominion Securities advisors. This role supports advisors in planning, constructing, and managing multi-asset portfolios for retail clients across all asset classes, fulfillment types, and portfolio-related challenges.
You'll synthesize advice from firm investment groups (PAG, Alternatives, Global Manager Research, Mutual Fund Research, and strategy teams) into cohesive, practical guidance. The ideal candidate has portfolio analysis and management experience as an Associate Advisor or Investment Advisor, with the ability to distill complex investment views into clear recommendations that align with advisor business and client needs.
- Work regularly with Advisors, either through scalable training and practice management sessions or through 1 on 1 consultations to help improve, refine, and augment their ability to construct and manage scalable comprehensive multi-asset models and portfolios.
- Assist advisors in the assessment and analysis of their client and/or model portfolios and potentially help with an analysis of their overall book.
- Act as a consultant to advisors in the preparation of investment proposals for prospective clients.
- Collaborate with the various investment teams to ensure knowledge of investment views and portfolio construction approaches are up to date, and that consistent and coordinated investment guidance is offered to advisors and their teams.
- Share best practices – portfolio construction/management, modelling, rebalancing, # of positions, selling, leveraging of resources/tools via presentations, individual conversations/consultations, and thought leadership (written or oral).
- Leverage the PAG portfolios to deliver guidance on portfolio construction and views on asset classes and fulfillments
- Help support the full suite of PAG portfolios, thought leadership, and capabilities in the field
- The successful candidate will need to establish and maintain productive working relationships with Advisors and individuals at all levels, both internally and externally.
- Bachelor's Degree or higher-level education.
- Experience in portfolio analysis and / or portfolio management either directly, or from supporting investment advisor teams.
- Proficiency in Excel MS Office including Excel, and familiarity with investment analytics software and outputs, including metrics
- Strong communication skills – able to distill a high volume of information and data into relevant, straightforward, and practical guidance in writing, in consultations, and in presentations.
- Team player with high attention to detail and a hunger to learn and develop your investment knowledge and understanding of the wealth management business.
- Ability to travel (up to 20% in Canada)
- French communication skills (presenting, speaking, writing) could help differentiate candidates.
- CFA designation or working towards.
- Experience working in a Wealth branch (either DS or PH&N).
- Experience interpreting and communicating results from portfolio analytics software like MorningStar or myProposal.
- Experience interpreting and communicating results from Fund Fact Sheets or other managed money investment related materials.
- Experience with asset class specialization, portfolio construction and/or fulfillment due diligence.
- Ability to multi-task and prioritize tasks in a demanding and fast-paced environment.
- An understanding of LLM tools (RBC WealthAssist) and demonstrated ability to leverage AI to improve efficiencies for repeatable tasks.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, and competitive compensation
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services
- Flexible work/life balance options
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Opportunities to build close relationships with clients
- Access to a variety of job opportunities across business and geographies
- undefined
Communication, Critical Thinking, Customer Service, Detail-Oriented, Industry Knowledge, Information Capture, Investment Banking, Negotiation, Product Services, Teamwork
RBC CENTRE, 155 WELLINGTON ST W:TORONTO
Toronto
Canada
37.5
Full time
WEALTH MANAGEMENT
Regular
Salaried
2026-10-09
2026-10-24
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.
The expected pay range for this position is:
$90,000.00 - $140,000.00
The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.
You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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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