Job Description

Job SummaryWhat is the opportunity?RBC Wealth Managementxe2x80x99s Toronto-based Portfolio Advisory Group (xe2x80x9cPAGxe2x80x9d) provides independent investment advice to over 2,000 investment advisors working under the RBC Dominion Securities (xe2x80x9cRBC DSxe2x80x9d) banner in Canada. The Canadian Equity Portfolio Advisor will support the broader teamxe2x80x99s efforts to provide RBC DS investment advisors with high-quality advice as well as support Portfolio Managers in the stewardship of the teamxe2x80x99s equity portfolios.You will respond to a wide-range of equity-related queries from investment advisors, support the equity teamxe2x80x99s portfolio management process and contribute to the production of thought leadership. You will communicate the teamxe2x80x99s insights via one-on-one interactions with advisors, flagship written publications and branch presentations. From your experience working with PAG, you will expand your investment management knowledge through independent research, ongoing discussions with your colleagues, portfolio management deliberations and frequent interactions with RBC Capital Markets research analysts.The ideal candidate would have at least five years of investment-related experience, a strong desire to further develop their knowledge of the financial markets and investment management, strong communication skills, an ability to multi-task and prioritize in a fast-paced environment, a genuine intellectual curiosity and a keen attention to detail.What will you do?

• Support Portfolio Managers in the stewardship of PAGxe2x80x99s Canadian equity portfolios.
• Provide personalized and responsive service to RBC DS investment advisors with respect to incoming investment-related questions as well as provide detailed model reviews.
• Communicate the teamxe2x80x99s views on various topics of interest including the xe2x80x9chouse viewxe2x80x9d on macro conditions, asset allocation, key equity holdings and corporate actions.
• Support equity team colleagues in the preparation of various analyses, presentations and commentaries.
• Coordinate and contribute to the teamxe2x80x99s written publications including the daily notes, the Global Insight series, portfolio quarterlies and ad hoc strategy notes.
• Prepare and deliver equity-themed presentations to RBC DS investment advisors.
• Contribute to a positive working environment where teamwork, diversity of thought and mentorship are viewed as crucial ingredients to PAGxe2x80x99s current and future success.

What do you need to succeed?Must-have

• 5+ years of experience in Canadian equity portfolio management and/or equity research.
• Bachelor's Degree or higher level education.
• CFA Charterholder (or currently working towards).
• Strong communication skills (both written and oral).
• Proficiency in Excel and PowerPoint.

Nice-to-have

• French communication skills (both written and oral).
• Experience combining fundamental, ESG, quantitative and technical analysis.
• Experience delivering equity options advice.

Whatxe2x80x99s 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.

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

Job Skills Critical Thinking, Financial Planning and Analysis (FP&A), Financial Services Industry, Fund Analysis, Investment Banking, Investment Consulting, Investment Performance Measurement, Investment Risk Management, Long Term PlanningAdditional Job DetailsAddress: RBC CENTRE, 155 WELLINGTON ST W:TORONTOCity: TORONTOCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2025-02-20Application Deadline: 2025-03-06Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt 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.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.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 .

Royal Bank of Canada