Portfolio Management Consultant

1 month 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 Management Consultant

**What is the Opportunity?**

**What will you do?**
- Proactively and reactively conduct one-on-one meetings with teams to determine their investment philosophy and implementation strategy.
- Educate teams on the best ways to incorporate UMA strategy into their business, as appropriate
- Build and maintain relationships with new and existing Discretionary Advisors and their teams within Dominion Securities.
- Discuss best practices regarding Investment Policy Statements, asset mix monitoring, quarterly reviews, review processes, service plans, etc. to assist in streamlining their investment process and operations.
- Discuss ongoing management of the book for new clients, multiple legal registrations within the same household, withdrawals or deposits for existing clients, changes in asset mix for a client, or tactical or geographic asset class changes.
- Assist new employees /competitive recruits in becoming familiar with trading and management platforms (TradeLink, ClientLink, A+ Desktop, TAC, etc).
- Help teams modify their investment management philosophy when necessary and liaise with the Managed Solutions Group, the Portfolio Overlay Team and the Portfolio Advisory Group, gathering feedback and suggestions for modeling and portfolio management improvements.
- Lay the groundwork to build scalable Unified Managed Household tools (A+) for both discretionary and non-discretionary advisors.
- Outline how to move forward and deal with every day transactions; withdrawals, deposits, currency conversions, etc., and help set up their book to get it ready for modeling and bulk trading, and assist with training on integration into our discretionary platform.
- Perform in person group training/sessions on the advantages of the discretionary platforms (PIM and A+)
- Prepare and conduct both in person and virtual training for groups of RBC DS employees on the tools to support the Discretionary Platforms
- Members of this team will be responsible for covering a set of branches/region and will be expected to travel to their set region at frequent intervals.

**Must Have**
- 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)
- Advanced computer skills, with emphasis on Excel.

**Nice to Have**
- Fluency in French (spoken and written).
- Ability to analyze, prioritize and adjust to multiple demands. Good problem solving skills and customer service focus required.
- Must thrive at managing change in both a team and independent environment.
- Enjoys traveling for work.

**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.
- Flexible work/life balance options.
- Opportunities to do challenging work.
- Opportunities to take on progressively greater accountabilities.

**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**:
2023-05-18

**Application Deadline**:
2023-06-10

**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,

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