Guide multi-asset portfolio construction for RBC Dominion Securities advisors in Toronto, using portfolio analysis and explicit investment recommendations. This full-time role supports retail client portfolios.

As a Portfolio Advisor, you will help advisors plan, construct, and manage portfolios across asset classes and fulfillment types. You will synthesize investment views from RBC teams into practical guidance. The work combines consultations, training, analysis, and presentations for advisor teams.

Key Responsibilities:

- Support advisors through training sessions and individual consultations
- Assess client and model portfolios, including overall books
- Prepare investment proposals for prospective clients




- Coordinate current investment views with investment teams
- Share portfolio construction and rebalancing best practices

Requirements:

- Bachelor’s degree or higher-level education
- Portfolio analysis or portfolio management experience
- Excel and investment analytics software proficiency
- Strong written, consultation, and presentation communication skills
- Ability to travel up to 20% in Canada

Apply portfolio management, investment analysis, and communication skills to strengthen advisor guidance at RBC Dominion Securities.

📌 Portfolio Construction Advisor Toronto
🏢 RBC
📍 Toronto