Portfolio Management Consultant

RBC; Vancouver; On-site; CAD 80,000 - 120,000; Full time

Job summary

A leading financial institution is seeking a Portfolio Management Advisor in Vancouver. The role involves providing insights on portfolio management, assisting teams with trading issues, and building relationships with Portfolio Managers. Candidates should have a strong background in financial services, excellent communication skills, and relevant certifications such as CFA Level 1.

Benefits

Bonuses

Flexible benefits

Competitive pay

Stock options

Leadership support

Flexible work/life balance

Qualifications

• At least 5 years in financial services, preferably with Dominion Securities.
• Strong interpersonal, communication, and presentation skills.
• Driven, eager to learn, and thrives in high-performance environments.

Responsibilities

• Conduct one-on-one meetings with discretionary and non-discretionary teams.
• Build and maintain relationships with Portfolio Managers.
• Assist in setting up advisors' books for portfolio modeling.

Skills

Change Consulting

Client Counseling

Development Consulting

French Language

International Consulting

Education

CFA Level 1

CIM

Tools

Excel

Job description

Job Summary

Job Description

What is the Opportunity?

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 analyzing business practices related to RBC DS discretionary programs (A+ and PIM). You will support desktop applications related to discretionary platforms at RBC Dominion Securities, aiming to resolve trading issues/errors and grow a scalable business.

What will you do?

1. Conduct one-on-one meetings with discretionary and non-discretionary teams to understand their investment philosophies and strategies.
2. Build and maintain relationships with Portfolio Managers and their teams within Dominion Securities.
3. Discuss best practices regarding Investment Policy Statements, asset monitoring, reviews, processes, and service plans to streamline operations.
4. Assist in setting up advisors' books for portfolio modeling and manage ongoing client account activities, including asset adjustments and tactical changes.
5. Help new employees and recruits familiarize themselves with trading and modeling platforms such as TradeLink, ClientLink, A+ Desktop, and TAC.
6. Support teams in modifying their investment philosophies and liaise with relevant groups for feedback and improvements.
7. Lay the groundwork for scalable Unified Managed Household tools (A+) for both discretionary and non-discretionary advisors.
8. Assist with ClientLink modeling, creating models, attaching portfolios, and managing exceptions.
9. Guide on daily transactions like withdrawals, deposits, and currency conversions, and assist in training for platform integration.

What do you need to succeed?

Must Have

• At least 5 years in financial services, preferably with Dominion Securities.
• Strong interpersonal, communication, and presentation skills; comfortable engaging and building relationships.
• Driven, eager to learn, and thrives in high-performance environments.
• CFA Level 1, CIM, or proven understanding of discretionary management.
• Willingness to travel up to two weeks per month, including overnight stays.
• Advanced computer skills, especially in Excel.

Nice to Have

• Fluency in French.
• Experience in Dominion Securities Retail branch environment with discretionary teams.
• Ability to analyze, prioritize, and adapt to demands with good problem-solving skills.
• Comfort with managing change and traveling for work.

What’s in it for you?

We foster growth, collaboration, and community impact. Benefits include bonuses, flexible benefits, competitive pay, stock options, leadership support, meaningful work, flexible work/life balance, and opportunities for growth and responsibility.

Job Skills

Change Consulting, Client Counseling, Development Consulting, French Language, International Consulting

Additional Job Details

Address: VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W, VANCOUVER

City: VANCOUVER

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-05-23

Application Deadline: 2025-06-14

Note: Applications accepted until 11:59 PM the day before the deadline.

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