U.s. Equity Portfolio Advisor

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

U.S. Equity Portfolio Advisor

What is the opportunity?

RBC Wealth Management’s Toronto-based Portfolio Advisory Group (“PAG”) is a team of over 20 professionals that is responsible for providing independent investment advice and guidance to the nearly 2,000 investment advisors working under the RBC Dominion Securities (“RBC DS”) banner in Canada. The U.S. Equity Portfolio Advisor will help RBC DS investment advisors effectively manage client portfolios. You will work within a team of PAG equity advisors to provide comprehensive guidance with respect to portfolio construction including asset allocation, equity portfolio strategy and individual security selection. You will communicate the team’s insights via day-to-day interactions, flagship written publications, branch presentations and client events. You will also assume a lead role in the management of PAG’s U.S. equity separately-managed account and model portfolios.

The ideal candidate would have strong equity portfolio management and/or research experience with a focus on U.S. equities. This candidate would possess an analytical mind, intellectual curiosity, a team-first attitude, exceptional communications skills and an ability to thrive in a fast-paced environment.

For more information about RBC DS, please visit: https://www.rbcwealthmanagement.com/

What will you do?

• Provide personalized advice and support to RBC DS investment advisors with respect to security selection and positioning.
• Collaborate with Multi-Asset Advisory & Portfolio Practice Management colleagues to provide holistic portfolio management advice and leverage portfolio analysis tools.
• Serve as a key decision maker in the stewardship of PAG’s U.S. equity portfolios.
• Collaborate with Investment Analytics colleagues to maintain rigorous portfolio risk management oversight as well as develop tools to proactively monitor holdings, uncover ideas and identify risks.
• Process a wide-array of research, news, reports, investment publications and company/analyst meetings to form independent investment opinions with due consideration to risks.
• Leverage RBC Capital Markets research resources by highlighting relevant analysis and maintaining strong relationships with analysts.
• Contribute to the team’s written publications including the daily notes, the Global Insight series and ad hoc portfolio strategy notes.
• Prepare and deliver presentations to RBC DS investment advisors and their clients. Demonstrate an ability to project confidence and competence by tailoring content to the audience, communicating our holistic asset allocation advice and addressing current market-related topics of interest with an informed opinion.
• Contribute to a positive working environment where teamwork, diversity of thought and mentorship are viewed as crucial ingredients to PAG’s current and future success.

What do you need to succeed?

Must Have

• Bachelor's Degree (or higher level education) and CFA Charterholder (or currently working towards obtaining).
• Proficiency in Excel and PowerPoint.
• Ability to multi-task and prioritize in a demanding and fast-paced environment.
• Excellent communication skills (both written and oral) with the ability to distill complex ideas into clear, relevant and timely advice.
• Five years of experience in U.S. equity portfolio management and/or equity research (or similar).

Nice to Have

• Proficiency analyzing U.S. Technology sectors (and related industries).
• French communication skills (both written and oral).
• Current registration as a Portfolio Manager with relevant regulatory bodies.
• Experience combining fundamental, quantitative and technical equity analysis techniques.

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
• Flexible work/life balance options
• Opportunities to take on progressively greater accountabilities
• Leaders who support your development through coaching and managing opportunities
• Opportunities to build close relationships with advisors
• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Work in a dynamic, collaborative, progressive, and high-performing team
• Ability to make a difference and lasting impact

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:

2023-06-21

Application Deadline:

2023-07-08

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.