RBC is looking for a Bilingual Portfolio Management Consultant in Montréal. Bring your expertise in investment strategies and portfolio analysis to this full-time opportunity. You'll provide insights to discretionary teams, enhancing their investment philosophies while ensuring exceptional service delivery.

Your role will include advising on trading issues, adapting asset mixes, and building tools for Unified Managed Households. Robust interpersonal skills and a results-driven mindset will be essential as you collaborate with various teams. Key Responsibilities:

- Meet with advisors to refine investment strategies
- Build lasting relationships with Portfolio Managers
- Discuss best practices for asset mix monitoring
- Support clients in managing their portfolios
- Help integrate new hires into trading platforms

Requirements:

- 5 years' experience in financial services
- Bilingual in English and French
- Advanced Excel skills
- CFA Level 1 or equivalent understanding
- Willingness to travel for business obligations

Make impactful contributions in investment management at RBC in Montréal.

📌 Bilingual Portfolio Management Consultant Role (Montreal)
🏢 RBC Dominion Securities
📍 Montreal