Portfolio Advisory Group Associate

Come Work with Us!

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title

Portfolio Advisory Group Associate

What is the opportunity?

The Portfolio Advisory Group is a team of over 20 individuals at RBC Wealth Management who are responsible for providing independent investment advice and guidance to the 2000 investment advisors and their teams across RBC Dominion Securities. The investment advice is typically tied to asset allocation, active and passive solutions, responsible investing, individual equity and fixed income securities, and the management of a suite of model portfolios.

The Associate is an integral member of the team, helping drive the team’s daily thought leadership, servicing advisors and associates, and assisting the PAG team with a variety of investment related analysis and other special projects underway. The role is surrounded by multi-asset, equity, and fixed income portfolio advisors as well as teams focused on practice management, and investment analytics that provide advisors with better capabilities around the construction and management of their client portfolios.

The ideal candidate has a diverse background, with an interest in developing their knowledge of the capital markets and investment management, very strong communication skills (written and verbal), and demonstrated an ability to multi-task in a fast paced environment. A familiarity with a range of applications and technology would also be helpful, including Audacity, Adobe, Excel, FactSet, Bloomberg, Open Text, MorningStar and Python.

What will you do?

• Help drive and deliver the team’s daily investment thought leadership – Morning and Mid-Day Notes, and daily Morning Conference Call.
• Support team members with adhoc analysis, projects, and commentaries.
• Develop investment knowledge through reading of vast amount of research and team’s own content.
• Regularly assist and contribute to team’s content creation – written, presentations, and podcasts.
• Coordinate the posting to our intranet of all advisor facing and client-facing content created by the team.
• Provide personalized and responsive service to Portfolio Managers, Investment Advisors, and Investment Associates with respect to incoming investment-related questions.

What do you need to succeed?

Must Have

• Proficiency in Excel.
• Ability to multi-task and prioritize in a demanding and fast-paced environment.
• Excellent communicator, both written and spoken, and able to dissect complex ideas and concepts to provide clear, relevant, and timely summaries and insights.
• Service oriented.
• Bachelor's Degree or higher level education.
• Quick learner – in terms of team processes, procedures, and investment markets.

Nice to Have

• French communication skills (presenting, speaking, writing) could help differentiate candidates.
• Experience with investment vehicles including mutual funds, ETF’s, SMA’s, equity and fixed income securities, and their uses in portfolio construction, risk management, and/or dealing with investment advisors and clients.
• Proficiency with FactSet, Bloomberg, Tableau, VBA, R, Python, Open Text, Audacity, Adobe.
• HTML publishing experience.

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Ability to make a difference and lasting impact
• Opportunities to building close relationships with clients
• Leaders who support your development through coaching and managing opportunities
• A world-class training program in financial services
• Work in a dynamic, collaborative, progressive, and high-performing team
• Flexible work/life balance options
• Access to a variety of job opportunities across business and geographies
• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

Job Summary

Address:

TORONTO, Ontario, Canada

City:

CAN-ON-TORONTO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2023-06-26

Application Deadline:

2023-07-10

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at rbc.com/careers.