Senior Portfolio Advisor

Job Responsibility:

Job Summary

What is the opportunity?

RBC InvestEase is a discretionary investment management service that provides professionally managed ETF portfolios and access to high quality advice for clients. Join a fast-growing business and have the opportunity to help shape the future of digital investment advice in Canada.

As a Senior Portfolio Advisor, you will lead a team of Investment associates, and be the front line of RBC's digital investment advice service. You are the primary point of contact for high value clients seeking personal assistance with their investments, questions, and concerns, and as such you will maintain and build client relationships through exceptional client service and trusted investment advice. You will provide investment advice to clients via electronic channels (telephone and email) relating to all elements of the know-your-client (KYC) process including risk tolerance, investment objectives, & time horizon while assisting clients across Canada in achieving their financial goals.

What will you do?

• Enable a team of Investment Associates who support the Portfolio Advisor team, business partners, and key stakeholders.
• Generate client communications, market commentaries and engagement resources for a diverse client audience.
• Lead the development of a high value client program.
• Educate clients by explaining the features, fees, and benefits of RBC InvestEase
• Manage the administrative client onboarding process (e.g., scheduling client appointments, and dealing with non - responsive clients)
• Manage tasks and/or activities delegated by the Portfolio Advisors e.g., salesforce updates, transactional inquiries regarding trades or withdrawals, or operational account follow up.
• Manage and aggregate process risks, issues and decisions for transparency, escalation, mitigation, and appropriate communication to relevant stakeholders.
• Monitor the RBC InvestEase General Inquiries mailbox daily and respond to clients, as necessary.
• Participate in Investment Committee meetings by contributing to topics that are related to the RBC InvestEase investment process or portfolios, anticipating client questions regarding recent economic events, macroeconomic trends, or financial markets.
• Collaborate with the broader RBC InvestEase team (including operations, strategy, and product development) to provide client feedback or client insights for the purposes of improving the overall client experience.
• Manage client concerns and/or complaints and escalate in compliance with internal policies and procedures.
• Responsible to identify, manage, and if necessary, escalate the risks and/or control deficiencies.

What do you need to succeed?

Must-have

• Chartered Investment Manager (CIM) designation or Chartered Financial Analyst (CFA)
• Registration with IIROC or a provincial securities regulator in which you accumulated 2+ years' relevant investment management experience within the last 5 years.
• 4+ years' experience in a client-facing investment advisory/management role
• Professional oral and written communication and facilitation skills
• Highly organized with ability to multitask and shift priorities effectively.
• Strong Investment Management background
• Strong consulting and decision-making skills.
• Strong People Management skills
• Demonstrated ability to work on problems of complex and diverse scope and identify creative solutions.
• Positive attitude, enjoys people, and motivated to help others.
• Strong problem resolution and comfortable with ambiguity

Nice-to-have

• Strong MS Excel (VBA), python & programming skills
• Fluent in French (verbal and written communication)

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.

Job Skills

Customer Service Management, Interpersonal Relationship Management, Investment Banking, Investment Consulting, Investment Performance Measurement, Long Term Planning, Operational Delivery, Performance Management (PM), Portfolio Management, Product Services

Additional Job Details

Address:

RBC WATERPARK PLACE, 88 QUEENS QUAY W:TORONTO

City:

TORONTO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-03-04

Application Deadline:

2025-03-28

Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

I nclusion 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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