Join RBC Dominion Securities as a Portfolio Management Consultant, focusing on expert strategies for trading and portfolio optimization in Montréal. Your advisory role will influence investment decisions across teams. In this full-time position, you'll partner with discretionary licensed Investment Advisors to enhance operational efficiencies.
Utilize your skills to streamline processes around Investment Policy Statements and assist in adapting investment strategies to client needs. Relationship building and effective communication are crucial for success in this dynamic role. Key Responsibilities:
- Conduct meetings to understand investment strategies
- Develop robust relationships with Portfolio Managers
- Advise on best practices for asset monitoring
- Support setup for portfolio modeling
- Assist teams in using modeling applications Requirements:
- 5 years in the financial services field
- Bilingual in English and French
- Proficient in Microsoft Excel
- Proven track record in discretionary money management
- Comfortable traveling for business engagements Leverage your expertise to make a real difference at RBC in Montréal.