Portfolio Advisory Group Associate
Found in: beBee S CA - 3 weeks ago
Job Summary
Job Description
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.
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.
Support team members with adhoc analysis, projects, and commentaries.
Regularly assist and contribute to team's content creation - written, presentations, and podcasts.
Develop investment knowledge through reading of vast amount of research and team's own content.
What do you need to succeed?
Must Have
Bachelor's Degree or higher level education.
Excellent communicator, both written and spoken, and able to dissect complex ideas and concepts to provide clear, relevant, and timely summaries and insights.
Quick learner - in terms of team processes, procedures, and investment markets.
Ability to multi-task and prioritize in a demanding and fast-paced environment.
Service oriented.
Proficiency in Excel.
Nice to Have
French communication skills (presenting, speaking, writing) could help differentiate candidates.
HTML publishing experience.
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.
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.
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
A world-class training program in financial services
Flexible work/life balance options
Opportunities to do challenging work
Opportunities to take on progressively greater accountabilities
Opportunities to building close relationships with clients
Access to a variety of job opportunities across business and geographies
Job Skills
Communication, Critical Thinking, Customer Service, Detail-Oriented, Industry Knowledge, Information Capture, Investment Banking, Negotiation, Product Services, TeamworkAdditional Job Details
Address:
RBC CENTRE, 155 WELLINGTON ST W:TORONTOCity:
TORONTOCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
Wealth ManagementJob Type:
RegularPay Type:
SalariedPosted Date:
2024-04-11Application Deadline:
2024-04-18Inclusion 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.
Join our Talent Community
Stay 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 jobs.rbc.com.
-
Portfolio Advisory Group Associate
5 days ago
Toronto, Canada Royal Bank of Canada Full time**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...
-
Portfolio Advisory Group Associate
Found in: beBee jobs CA - 2 weeks ago
Toronto, Ontario, Canada RBC - Royal Bank Full timeJob SummaryJob DescriptionWhat 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,...
-
Scotia Mcleod
5 days ago
Toronto, Canada Scotiabank Full timeRequisition ID: 198385 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...
-
Associate Bcm Advisory
2 days ago
Toronto, Canada Royal Bank of Canada Full time**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...
-
Manager, Compensation Advisory
5 days ago
Toronto, Canada TD Bank Full time407872BR Human Resources Toronto, ON May 1, 2023 Company Overview Department Overview The Compensation Advisory Group, within the Global Total Rewards Group, is TD’s in-house Compensation consulting team that provides advice and tailored compensation solutions for each business group based on their respective strategy and business...
-
Associate, Transaction Advisory Services
Found in: Talent CA C2 - 2 weeks ago
Toronto, Canada Richter Full timeAssociate, Transaction Advisory Services Overview Richter is a Business | Family Office that provides strategic advice on business matters and on families’ financial and personal objectives across generations. With close to 100 years of experience advising at the intersection of family and business, Richter has developed an integrated approach to...
-
Manager, Portfolio Management Group
Found in: Talent CA 2 C2 - 3 weeks ago
Toronto, Canada BMO Full timeApplication Deadline: 05/02/2024Address:100 King Street WestAddress:100 King Street WestThe Portfolio Management Group (PMG) is responsible for supporting BMO Private Banking Canada's Investment Counselors (ICs) with the effective administration and implementation and monitoring of client investment accounts which are to be in line with BMO Private...
-
Portfolio Performance Associate
Found in: Whatjobs CA C2 - 2 weeks ago
Toronto, Canada XPV Water Partners Full timePortfolio Performance Associate Are you an ambitious self-starter and problem solver who wants to do meaningful work with entrepreneurial companies who are working to solve the world’s water challenges? Join us and play a key role in building a water-secure future! With over $850 million in Assets Under Management, XPV Water Partners is a leading...
-
Portfolio Performance Associate
Found in: Talent CA 2A C2 - 3 days ago
Toronto, Canada XPV Water Partners Full timePortfolio Performance Associate Are you an ambitious self-starter and problem solver who wants to do meaningful work with entrepreneurial companies who are working to solve the world’s water challenges? Join us and play a key role in building a water-secure future! With over $850 million in Assets Under Management, XPV Water Partners is a leading...
-
Portfolio Performance Associate
Found in: Appcast CA C2 Glassdoor - 2 weeks ago
Toronto, Canada XPV Water Partners Full timePortfolio Performance Associate Are you an ambitious self-starter and problem solver who wants to do meaningful work with entrepreneurial companies who are working to solve the world’s water challenges? Join us and play a key role in building a water-secure future! With over $850 million in Assets Under Management, XPV Water Partners is a leading...
-
Portfolio Performance Associate
Found in: Appcast CA A2 P - 2 weeks ago
Toronto, Canada XPV Water Partners Full timePortfolio Performance Associate Are you an ambitious self-starter and problem solver who wants to do meaningful work with entrepreneurial companies who are working to solve the world’s water challenges? Join us and play a key role in building a water-secure future! With over $850 million in Assets Under Management, XPV Water Partners is a leading...
-
Toronto, Canada Royal Bank of Canada Full time**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...
-
Associate Product Manager, Direct Portfolio
1 week ago
Toronto, Canada Morningstar Full timeThe Group The Morningstar Data & Direct group is the home of Morningstar’s flagship product. We work to serve the needs of professional investors in the Wealth and Asset Management firms. Morningstar Direct connects the product, research, business intelligence, marketing, and wholesaling groups within these firms, and drives efficiency across their...
-
PIC Portfolio Administrator
Found in: Talent CA C2 - 1 week ago
Toronto, Canada Scotiabank Full timeJob Purpose: Contributes to the overall success of the Central Registrant and Investment Advisory (CRIA) Team ensuring specific individual goals, plans and initiatives are executed / delivered in support of the team’s objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. We are...
-
Portfolio Performance Associate
Found in: Adzuna CA C2 - 2 weeks ago
Toronto, Ontario, Ontario, Canada XPV Water Partners Full timePortfolio Performance Associate Are you an ambitious self-starter and problem solver who wants to do meaningful work with entrepreneurial companies who are working to solve the world’s water challenges? Join us and play a key role in building a water-secure future! With over $850 million in Assets Under Management, XPV Water Partners is a leading...
-
Toronto, Canada IMCO Full timeAt IMCO, our talent is among the best! IMCO offers a uniquely stimulating and rewarding environment where you can help build and drive organizational transformation, all while seeking to challenge yourself, learn, and grow your career. We offer a culture of collaboration and passion, creating unwavering value for the clients we serve. Our vision is to be...
-
Group Manager, Technical Advisory
Found in: Talent CA C2 - 2 weeks ago
Toronto, Canada Avanade Full time**Qualifying candidates must currently reside in Toronto (Ontario), Canada**Pair your adaptable, collaborative, curious mindset with your tech skills to help client digitally transform their ways of working. Better experience for air travelers? Need data to help a non-profit better serve kids with needs? An Advisory role at Avanade offers you a purposeful...
-
Advisory
Found in: Jooble CA O C2 - 2 weeks ago
Toronto, ON, Canada Avanade Spain SL Full timeGroup Manager, Technical Advisory - Greater Toronto Area Country: Canada Cities: Toronto Pair your adaptable, collaborative, curious mindset with your tech skills to help client digitally transform their ways of working. Better experience for air travelers? Need data to help a non-profit better serve kids with needs? An Advisory role at Avanade offers...
-
Advisory
Found in: Jooble CA O C2 - 2 weeks ago
Toronto, ON, Canada Avanade Spain SL Full timeGroup Manager, Technical Advisory - Greater Toronto Area Country: Canada Cities: Toronto Pair your adaptable, collaborative, curious mindset with your tech skills to help client digitally transform their ways of working. Better experience for air travelers? Need data to help a non-profit better serve kids with needs? An Advisory role at Avanade offers...
-
Advisory
2 weeks ago
Old Toronto, Canada Avanade Spain SL Full timeGroup Manager, Technical Advisory - Greater Toronto Area Country: Canada Cities: Toronto Pair your adaptable, collaborative, curious mindset with your tech skills to help client digitally transform their ways of working. Better experience for air travelers? Need data to help a non-profit better serve kids with needs? An Advisory role at Avanade offers...