Portfolio Advisor, Portfolio Construction & Practice Management

RBC; Toronto; Sur place; CAD 90 000 - 140 000; Plein temps

Résumé du poste

RBC is seeking a Portfolio Advisory Group professional to support RBC Dominion Securities advisors in planning, constructing, and managing multi-asset portfolios for retail clients.

You will synthesize investment views from multiple firm groups into practical guidance, work with advisors in training and 1-on-1 sessions, and help prepare investment proposals for prospective clients while collaborating with various investment teams.

Qualifications

• 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)

Responsabilités

• Work regularly with Advisors, via training, practice management sessions, or 1-on-1 consultations to help improve multi-asset model construction and portfolio management.
• Assist advisors in portfolio analysis of client or model portfolios and potentially analyze their overall book.
• Act as a consultant to advisors in preparing investment proposals for prospective clients.
• Collaborate with investment teams to ensure current investment views and portfolio construction approaches are reflected in guidance.
• Share best practices in portfolio construction/management, modelling, rebalancing, and use of resources/tools.
• Leverage PAG portfolios to deliver guidance on asset classes and fulfillments.
• Support the full suite of PAG portfolios, thought leadership, and capabilities in the field.
• Establish and maintain productive relationships with Advisors and internal/external stakeholders.

Connaissances

Portfolio analysis

Portfolio management

Excel

Communication

Teamwork

Attention to detail

Travel readiness

Formation

Bachelor's degree or higher

Outils

Morningstar

myProposal

Description du poste

Job Description

What is the opportunity?

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.

What will you do?

• 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.

What do you need to succeed?

Must Have:

• 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)

Nice to have:

• 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.

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.

• 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

Job Skills

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

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:

2026-10-09

Application Deadline:

2026-10-24

Note:

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.

Pay Range

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.

Our Employment Opportunities

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.