Portfolio Advisory Group Associate

2 weeks 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 that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

**Job Title**

Portfolio Advisory Group Associate

**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.

**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**
- 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 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**:
2023-06-26

**Application Deadline**:
2023-07-10

**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.

**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.

  • Portfolio Advisory Group Associate

    7 days ago

    Toronto, Canada Royal Bank of Canada Full time

    **Job Summary** **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...

  • Portfolio Advisory Group Associate

    4 weeks ago

    Toronto, Ontario, Canada RBC - Royal Bank Full time

    Job 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,...

  • Manager, Portfolio Management Group

    4 weeks ago

    Toronto, Canada BMO Financial Group Full time

    100 King Street West Toronto Ontario,M5X 1A1 The 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 Privates Investment Counsel (BPIC)’s philosophy,...

  • Associate, Transaction Advisory Services

    3 days ago

    Toronto, Canada Richter Full time

    **Associate, 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...

  • Analyst, Portfolio Management Group

    3 days ago

    Toronto, Canada Willis Towers Watson Full time

    Analyst, Portfolio Management Group - Toronto, CA June 01, 2023 The Canada Portfolio Management Group is responsible for designing and constructing multi-asset portfolios for Canadian clients who have outsourced this to WTW. As an analyst in the Canada Portfolio Management Group, you will be supporting Portfolio Managers in portfolio construction, real...

  • Portfolio Management Consultant

    4 weeks ago

    Toronto, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the Opportunity?** **What will you do?** - 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 (discretionary licensed Investment Advisors) and their teams...

  • Associate, Advisory, Capital Markets Canada

    3 days ago

    Toronto, Canada Colliers Full time

    Make your next move an expert one. At Colliers it’s not our success that sets us apart, it’s how we achieve it. Our people are passionate, take ownership and always do what’s right for our clients, people and communities. Why Colliers? Our enterprising environment needs your expertise to facilitate Colliers’ continued growth as an industry leader....

  • Associate, Transaction Advisory Services

    3 weeks ago

    Toronto, Canada Richter Full time

    Associate, 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...

  • Portfolio Performance Associate

    4 weeks ago

    Toronto, Canada XPV Water Partners Full time

    Portfolio 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

    3 weeks ago

    Toronto, Canada XPV Water Partners Full time

    Portfolio 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

    3 weeks ago

    Toronto, Canada XPV Water Partners Full time

    Portfolio 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...

  • Supervising Portfolio Manager

    4 weeks ago

    Toronto, Canada BMO Financial Group Full time

    100 King Street West Toronto Ontario,M5X 1A1 **Department Overview**: Supervision, Support and Governance (SS&G) is responsible for managing the overall risk and governance for BMO Private Wealth. The Managed Portfolio Account (MPA) Supervision team, which is part of the broader SS&G team, provides regulatory oversight for BMO Nesbitt Burns Managed...

  • PIC Portfolio Analyst

    2 days ago

    Toronto, Canada Scotiabank Full time

    Job 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

    4 weeks ago

    Toronto, Ontario, Ontario, Canada XPV Water Partners Full time

    Portfolio 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...

  • Advisory

    3 weeks ago

    Toronto, ON, Canada Avanade Spain SL Full time

    Group 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...

  • Vice President, Real Estate Advisory

    7 days ago

    Old Toronto, Canada Kadus Group Full time

    Kadus Group is a real estate advisory firm founded by entrepreneurs who are passionate about real estate development and community impact. We provide real estate advisory, development management and investment related services for clients in the private and not-for-profit sectors. Our mission is to empower and support real estate entrepreneurs, business...

  • Vice President, Real Estate Advisory

    7 days ago

    Toronto, ON, Canada Kadus Group Full time

    Kadus Group is a real estate advisory firm founded by entrepreneurs who are passionate about real estate development and community impact. We provide real estate advisory, development management and investment related services for clients in the private and not-for-profit sectors. Our mission is to empower and support real estate entrepreneurs, business...

  • Vice President, Real Estate Advisory

    1 week ago

    Old Toronto, Canada Kadus Group Full time

    Kadus Group is a real estate advisory firm founded by entrepreneurs who are passionate about real estate development and community impact. We provide real estate advisory, development management and investment related services for clients in the private and not-for-profit sectors.Our mission is to empower and support real estate entrepreneurs, business...

  • Vice President, Real Estate Advisory

    1 week ago

    Old Toronto, Canada Kadus Group Full time

    Kadus Group is a real estate advisory firm founded by entrepreneurs who are passionate about real estate development and community impact. We provide real estate advisory, development management and investment related services for clients in the private and not-for-profit sectors.Our mission is to empower and support real estate entrepreneurs, business...

  • Vice President, Real Estate Advisory

    1 week ago

    Old Toronto, Canada Kadus Group Full time

    Kadus Group is a real estate advisory firm founded by entrepreneurs who are passionate about real estate development and community impact. We provide real estate advisory, development management and investment related services for clients in the private and not-for-profit sectors.Our mission is to empower and support real estate entrepreneurs, business...