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 robust 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.
#J-18808-Ljbffr
📌 Portfolio Construction Advisor at RBC (Toronto)
🏢 RBC Dominion Securities
📍 Toronto
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.