Portfolio Construction Advisor at RBC (Toronto)

Portfolio Construction Advisor at RBC (Toronto)

16 Oct
|
RBC Dominion Securities
|
Toronto

16 Oct

RBC Dominion Securities

Toronto

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.
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📌 Portfolio Construction Advisor at RBC (Toronto)
🏢 RBC Dominion Securities
📍 Toronto

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