Publié le mois dernier
Portfolio Advisor, Portfolio Construction & Practice Management
@ RBC Dominion Securities Inc.
Toronto, Ontario
En bref
RBC Dominion Securities is hiring a Portfolio Advisor for its Portfolio Construction & Practice Management team in Toronto. The role supports about 2,200 advisors in building and managing multi-asset portfolios, synthesizing investment views and running training and consultations. The posting states a full-time schedule of 37.5 hours per week, salaried pay, and up to 20% travel in Canada.
Responsabilités :
- Coach advisors on constructing and managing multi-asset portfolios
- Assess client and model portfolios and overall books
- Prepare investment proposals for prospective clients
- Synthesize investment team views into practical guidance
- Share portfolio construction best practices through presentations and consultations
Résumé des exigences :
- Bachelor's degree or higher
- Experience in portfolio analysis or management
- Proficiency in Excel and MS Office
- Familiarity with investment analytics software and metrics
- Strong written, consultation and presentation communication skills
- Ability to travel up to 20% in Canada
Outils et compétences
Source et dates
Site carrière / système de candidatures · workday
- Date publiée par l’employeur
- 2026-10-08
- Première détection par notre source
- 2026-10-14
- Mise à jour du dossier source
- 2026-11-05
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Intermédiaire |
| Domaine | Opérations |
| Heures par semaine | 37.5 |
| Déplacements | avion : minimes · route : minimes |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English |
| Formation | Baccalauréat (exigé) |
| Avantages mentionnés | Horaire flexible, Prime de rendement, Formation payée |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
RBC Dominion Securities Inc.
Profil d’entreprise sauvegardé
Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.
Description complète de l’entreprise
At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources. For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and preserve their wealth through sound financial planning, trusted investment advice and unparalleled wealth management solutions. We are committed to providing advisors with the tools and support needed to scale their business. It’s why today, RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms. RBC Dominion valeurs mobilières a une vision simple : toujours mériter le privilège d’être le premier choix de ses clients pour la gestion de leur patrimoine. Pour ce faire, nous savons qu’il faut investir dans nos activités et veiller à ce que nos conseillers aient accès à des outils et à des ressources de pointe. Depuis plus de cent ans, nous aidons les particuliers, les familles, les entreprises, les fondations de bienfaisance et d’autres organisations à constituer un patrimoine et à le préserver grâce à une planification financière judicieuse, à des conseils de placement fiables et à des solutions de gestion de patrimoine sans pareilles. Nous nous faisons un devoir de fournir aux conseillers les outils et le soutien dont ils ont besoin pour augmenter leur volume d’affaires. C’est pourquoi RBC Dominion valeurs mobilières fait aujourd’hui partie des plus grandes sociétés de gestion de patrimoine et de placements à service complet du Canada. https://www.rbcds.com/en/about-us/ For information about our legal terms of use, please visit www.rbc.com/legal/#social_media.
- Abonnés LinkedIn
- 55 794
- Personnes associées sur LinkedIn
- 6 107
- Bureaux déclarés
- 155 Wellington Street West, Toronto, ON M5V 3K7, CA
- Autres noms enregistrés
- RBC Dominion Securities
- Spécialités
- Investing and Portfolio Management
- Estate Planning
- Retirement Planning
- Business Financial Planning
- Not-For-Profit Organizations
- and High-Net-Worth Portfolios
- Le profil indique une agence de recrutement
- Non
At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources. For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and…
| Champ | Valeur |
|---|---|
| Secteur | Investment Management |
| Taille | 5,001-10,000 employees |
| Siège social | Toronto, ON |
| Type d’organisation | Public Company |
| Fondée en | 1901 |
| Spécialités | Investing and Portfolio ManagementEstate PlanningRetirement PlanningBusiness Financial PlanningNot-For-Profit Organizationsand High-Net-Worth Portfolios |
| Offres sur Jobsy | 134 |
| Voir la page |
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, TeamworkAdditional Job Details
Address:
RBC CENTRE, 155 WELLINGTON ST W:TORONTOCity:
TorontoCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedPosted Date:
2026-10-09Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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.
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