RBC

Portfolio Management Consultant

RBC

full-time

Posted on:

Location Type: Office

Location: Vancouver • Canada

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Salary

💰 CA$90,000 - CA$105,000 per year

About the role

  • Provide insight and advice on portfolio management best practices
  • Conduct one-on-one meetings with both discretionary and non-discretionary teams to determine their investment philosophy and implementation strategy
  • Build and maintain relationships with new and existing Portfolio Managers and their teams within Dominion Securities
  • Discuss best practices regarding Investment Policy Statements, asset mix monitoring, quarterly reviews, review processes, service plans, etc.
  • Help set up the advisors book to prepare for portfolio modeling
  • Assist new employees /competitive recruits in becoming familiar with trading and modeling platforms
  • Modify investment management philosophy when necessary
  • Gather feedback and suggestions for modeling and portfolio management improvements
  • Help set up books to get ready for modeling and bulk trading
  • Assist with training on integration into our discretionary platform.

Requirements

  • A minimum of 5 years in the financial services industry, preferably with Dominion Securities
  • Strong interpersonal skills (empathetic listener, coach, and negotiator) and strong communication and presentation skills
  • Comfortable meeting new people, engaging with them, and building those relationships
  • Driven, eager to learn and thrives in a high-performance environment
  • CFA Level 1 or CIM, or, strong and proven understanding of discretionary money management
  • Willingness to travel (mix of either day trips or flights) for a combined total average of two weeks per month, often for one to four days at a time, with some overnight travel required
  • Advanced computer skills, with emphasis on Excel
  • Be based in Vancouver or Calgary
  • Fluency in French (spoken and written) is a nice to have
  • Ability to analyze, prioritize and adjust to multiple demands
  • Good problem-solving skills and client-service focus
  • Must thrive at managing change in both a team and independent environment
  • Enjoys traveling for work.
Benefits
  • A comprehensive Total Rewards Program including bonuses and flexible benefits
  • competitive compensation
  • commissions
  • stock where applicable
  • Flexible work/life balance options
  • Opportunities to do challenging work
  • Opportunities to take on progressively greater accountabilities

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
portfolio managementinvestment philosophyasset mix monitoringinvestment managementtrading platformsmodeling platformsExcel
Soft skills
interpersonal skillscommunication skillspresentation skillsproblem-solving skillsclient-service focusability to analyzeability to prioritizeability to manage change
Certifications
CFA Level 1CIM