Guide multi-asset portfolio construction for RBC Dominion Securities advisors in Toronto, using portfolio analysis and clear investment recommendations. This full-time role supports retail client portfolios.
As a Portfolio Advisor, you will help advisors plan, construct, and manage portfolios across asset classes and fulfillment types. You will synthesize investment views from RBC teams into practical guidance. The work combines consultations, training, analysis, and presentations for advisor teams.
Key Responsibilities:
- Support advisors through training sessions and individual consultations
- Assess client and model portfolios, including overall books
- Prepare investment proposals for prospective clients
- Coordinate current investment views with investment teams
- Share portfolio construction and rebalancing best practices
Requirements:
- Bachelor's degree or higher-level education
- Portfolio analysis or portfolio management experience
- Excel and investment analytics software proficiency
- Strong written, consultation, and presentation communication skills
- Ability to travel up to 20% in Canada
Apply portfolio management, investment analysis, and communication skills to strengthen advisor guidance at RBC Dominion Securities.
Portfolio Construction Advisor Toronto employer: RBC
RBC is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation thrives and employees are empowered to grow. As a Senior Director in Toronto, you will lead a talented team in developing cutting-edge AI solutions that transform the banking experience for millions, while enjoying comprehensive benefits, professional development opportunities, and a commitment to community impact. Join us to be part of a collaborative environment that values diverse perspectives and champions your success.
