Elevate your investment expertise as a Portfolio Construction Advisor with RBC Dominion Securities in Toronto. Provide essential investment guidance to assist over 2,200 advisors in building multi-asset portfolios.
As part of the Portfolio Advisory Group at RBC, you will support advisors through training sessions and one-on-one consultations. This role requires strong portfolio analysis skills and the ability to synthesize complex investment insights into practical recommendations tailored to advisor and client needs.
Key Responsibilities:
- Guide advisors in constructing multi-asset models
- Analyze client portfolios and offer actionable insights
- Assist in preparing investment proposals for clients
- Collaborate with investment teams for cohesive strategies
- Share best practices in portfolio management and effectiveness
Requirements:
- Bachelor's Degree in relevant field
- Experience in portfolio analysis or management
- Proficiency in Microsoft Excel and analytics software
- Excellent communication and presentation skills
- Ability to travel up to 20% within Canada
In this role, leverage your investment knowledge to empower RBC advisors and their clients consistently.
Portfolio Construction Advisor at RBC in Toronto employer: RBC Dominion Securities Inc.
RBC Dominion Securities is an exceptional employer that fosters a collaborative and supportive culture, empowering employees to thrive in their roles as Associate Advisors. Located in Moncton, you will benefit from a comprehensive Total Rewards Program, ongoing professional growth opportunities, and the chance to work with a dynamic team dedicated to delivering trusted financial advice. Join us to make a meaningful impact on clients and communities while advancing your career in a top-ranked investment firm.
Contact Details:
RBC Dominion Securities Inc. Recruitment Team
