Responsible Investing Portfolio Advisor

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**

Responsible Investing Portfolio Advisor

**What is the opportunity?**

RBC Wealth Management’s Toronto-based Portfolio Advisory Group (“PAG”) is a team of over 30 professionals that is responsible for providing independent investment advice and guidance to the nearly 2,000 investment advisors working under the RBC Dominion Securities (“RBC DS”) banner in Canada.

The Responsible Investing Portfolio Advisor will help RBC DS investment advisors effectively manage client portfolios in a manner that recognizes the impact that Environmental, Social and Governance factors can have on fundamental value (e.g. ESG integration) and, where applicable, meets client expectations in aligning their investments with their personal values (e.g. ESG screening & exclusion or thematic ESG investing). The Responsible Investing Portfolio Advisor will be a thought leader and share their insights via day-to-day interactions with advisors and colleagues, flagship written publications, branch presentations and client events. They will play a lead role in the development of new Responsible Investing portfolios and enhance the management of the existing PAG portfolio suite by integrating relevant ESG analysis in the investment process.

**What will you do?**
- Collaborate with the VP of Responsible Investing and the U.S.based Responsible Investing portfolio management team in setting and communicating strategy.
- Drive Responsible Investing initiatives within the Toronto-based PAG equity team including the development of ESG portfolios and the incorporation of ESG considerations in the investment process of all portfolios.
- Develop the deep understanding of RBC WM’s proprietary Responsible Investing evaluation methodology needed to contribute to its refinement and to communicate its findings.
- Collaborate with RBC WM’s Responsible Investing team on thought leadership, education and other initiatives to support advisors and clients interested in the space.
- Champion the equity team’s Responsible Investing thoughts through written comments, conference call participation and speaking engagements across both internal and external channels.
- Conduct a roadshow to educate DS advisors on ESG, our proprietary model and our ESG portfolio solutions.
- Provide personalized advice and support to RBC DS investment advisors with respect to security selection and positioning where Responsible Investing is a focus.
- Collaborate with Investment Analytics colleagues to develop and maintain tools that assist PAG colleagues and investment advisors with the visualization and interpretation of Responsible Investing data.
- Collaborate with Multi-Asset Advisory colleagues to design and manage holistic Responsible Investing portfolios incorporating equity, fixed income and alternatives utilizing a broad-range of fulfillment solutions (e.g. ETFs, mutual funds and separately-managed accounts).

**What do you need to succeed?**

**Must-have**
- Bachelor's Degree (or higher level education) and CFA Charter holder (or currently working towards obtaining).
- Minimum of five years of experience in equity portfolio management and/or equity research.
- Demonstrated experience in developing and implementing authentic Responsible Investing strategies and solutions.
- Experience in providing objective analysis that translates ESG data and considerations into actionable insights.
- Experience using various third-party Responsible Investing research and data providers. Ability to articulate the values and shortcomings of these inputs and how they can appropriately contribute to investment decisions.
- Excellent communication skills (both written and oral) with the ability to distill complex ideas into clear, relevant and timely advice.
- Proficiency in Excel and PowerPoint.

**Nice-to-have**
- 10+ years of experience in portfolio management and/or equity research.
- Proficiency in relevant programming languages such as R or Python.
- French communication skills (both written and oral).
- Proficiency in financial market research tools including Factset and Bloomberg.

**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 b

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