Portfolio Management Consultant

RBC Dominion Securities; Toronto; On-site; CAD 90,000 - 140,000; Full time

Benefits offered by this job

Bonuses and flexible benefits

Stock options where applicable

Leadership development / coaching

Job summary

RBC Dominion Securities in Toronto is seeking an experienced Portfolio Management professional to advise on investment strategies and discretionally managed programs. You will support advisors, model portfolios, and trading platforms while coordinating with multiple teams.

The role requires strong analytical skills, travel readiness, and extensive Excel usage. This position sits within RBC’s Wealth Management platform and offers a comprehensive rewards package.

Qualifications

• Minimum of 5 years in the financial services industry, preferably with Dominion Securities
• CFA Level 1 or CIM, or strong understanding of discretionary money management
• Fluency in French is a nice to have (optional)
• Willingness to travel for roughly two weeks per month with some overnight trips

Responsibilities

• Conduct one-on-one meetings with discretionary and non-discretionary teams to determine investment philosophy and implementation strategy
• Build and maintain relationships with Portfolio Managers and their teams within Dominion Securities
• Discuss best practices regarding Investment Policy Statements, asset mix monitoring, quarterly reviews, and service plans
• Set up advisors' books for portfolio modeling and discuss ongoing management of client accounts
• Assist new employees in becoming familiar with trading and modeling platforms (TradeLink, ClientLink, A+ Desktop, TAC)
• Liaise with Managed Solutions Group and Portfolio Overlay Team to gather feedback and drive portfolio management improvements
• Lay the groundwork to build scalable Unified Managed Household tools (A+) for discretionary and non-discretionary advisors
• Assist with ClientLink modeling for discretionary/advisory teams, create models, run trade lists, and handle exceptions
• Outline process for daily transactions and get books ready for modeling and bulk trading

Skills

Strong interpersonal skills

Communication and presentation

Advanced Excel

Willingness to travel

Team collaboration

Education

CFA Level 1 or CIM

Tools

TradeLink

ClientLink

A+ Desktop

TAC

Job description

Job Description

In this role, you will provide insight and advice on portfolio management best practices, linking conceptual strategies of trading and rebalancing portfolios. You will assist teams in making knowledgeable decisions and analysis of business practices related to RBC Dominion Securities discretionary programs (A+ and PIM). You will support desktop applications related to discretionary platforms at RBC Dominion Securities, with the goal of arriving at solutions to avoid trading issues/errors, and growing a scalable business.

What will you do?

• Conduct one-on-one meetings with both discretionary and non-discretionary teams to determine their investment philosophy and implementation strategy.
• Build and maintain relationships with new and existing Portfolio Managers (discretionary licensed Investment Advisors) and their teams within Dominion Securities.
• Discuss best practices regarding Investment Policy Statements, asset mix monitoring, quarterly reviews, review processes, service plans, etc. to assist in streamlining their investment process and operations.
• Help set up the advisors book to prepare for portfolio modeling and also discuss ongoing management of the book for new clients, multiple legal registrations within the same household, withdrawals or deposits for existing clients, changes in asset mix for a client, or tactical or geographic asset class changes.
• Assist new employees /competitive recruits in becoming familiar with trading and modeling platforms (TradeLink, ClientLink, A+ Desktop, TAC).
• Help teams modify their investment management philosophy when necessary and liaise with the Managed Solutions Group, the Portfolio Overlay Team and the Portfolio Advisory Group, gathering feedback and suggestions for modeling and portfolio management improvements.
• Lay the groundwork to build scalable Unified Managed Household tools (A+) for both discretionary and non-discretionary advisors.
• Specific to ClientLink modeling for discretionary and advisory teams, assist with various aspects of portfolio management: creating models and attaching portfolios, running trade lists, walking through exceptions that need to be built into the system, and running through exceptions in client accounts.
• Outline how to move forward and deal with every day transactions; withdrawals, deposits, currency conversions, etc., and help set up their book to get it ready for modeling and bulk trading, and assist with training on integration into our discretionary platform.

What do you need to succeed?

Must Have

• A minimum of 5 years in the financial services industry, preferably with Dominion Securities
• Strong interpersonal skills (empathetic listener, coach, and negotiator) and strong communication and presentation skills. Comfortable meeting new people, engaging with them, and building those relationships.
• Driven, eager to learn and thrives in a high-performance environment.
• CFA Level 1 or CIM, or, strong and proven understanding of discretionary money management.
• Willingness to travel (mix of either day trips or flights) for a combined total average of two weeks per month, often for one to four days at a time, with some overnight travel required.
• Advanced computer skills, with emphasis on Excel.

Nice to Have

• Fluency in French (spoken and written).
• Ideal candidate would have background in Dominion Securities Retail branch environment, preferably with a discretionary team (3+ years’ experience) including processes, technology, products & services. Familiarity with portfolio management concepts/techniques preferred.
• Ability to analyze, prioritize and adjust to multiple demands. Good problem-solving skills and client-service focus.
• Must thrive at managing change in both a team and independent environment.
• Enjoys traveling for work.

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, competitive compensation, commissions, and stock where applicable.
• 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.
• Flexible work/life balance options.
• Opportunities to do challenging work.
• Opportunities to take on progressively greater accountabilities.
• Access to a variety of job opportunities across business.

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

2026-06-11

Application Deadline

2026-09-04

Note

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

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.