Strategic Portfolio Management Expert

4 days ago


Toronto, Ontario, Canada Royal Bank of Canada Full time
Overview

We are seeking a highly skilled Strategic Portfolio Management Expert to join our team at Royal Bank of Canada. This is an exciting opportunity to work with a dynamic group of professionals who share a passion for delivering exceptional results and making a meaningful impact.

Salary

The estimated salary range for this position is $120,000 - $180,000 per year, depending on experience and qualifications.

Job Description

In this role, you will be responsible for providing expert advice and guidance on portfolio management best practices to clients across the wealth management division. You will work closely with investment advisors, portfolio managers, and other stakeholders to develop and implement effective portfolio strategies that meet client needs and achieve business objectives.

Your key responsibilities will include:

  • Conducting one-on-one meetings with clients to understand their investment goals and risk tolerance
  • Developing and implementing customized portfolio management plans that align with client objectives
  • Providing ongoing portfolio monitoring and performance analysis to ensure alignment with client expectations
  • Collaborating with internal teams to identify opportunities for process improvements and optimize portfolio management workflows
Required Skills and Qualifications

To be successful in this role, you will need:

  • A minimum of 5 years of experience in portfolio management or a related field
  • Strong knowledge of financial markets, products, and services
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong analytical and problem-solving skills
Benefits

We offer a comprehensive benefits package, including medical, dental, and vision coverage, as well as a generous retirement plan and paid time off. Our office is located in the heart of Toronto, with easy access to public transportation and amenities.

Other Opportunities

This role offers a unique opportunity to grow your career and make a lasting impact in the wealth management industry. You will have the chance to work with a talented team of professionals who share your passion for delivering exceptional results and making a meaningful difference in the lives of our clients.



  • Toronto, Ontario, Canada Lock Search Group Full time

    About the Role:We are seeking an experienced Strategic Portfolio Optimization Expert to join one of Canada's top five banks in Downtown Toronto, ON. This role offers the opportunity to lead critical projects in portfolio optimization, risk assessment, and strategic investment planning.Key Responsibilities:Provide expert guidance on asset allocation,...


  • Toronto, Ontario, Canada Royal Bank of Canada Full time

    Royal Bank of Canada is seeking a highly skilled Strategic Portfolio Manager and Relationship Expert to join their team. As a key member of the organization, this individual will be responsible for developing and implementing strategic real estate plans that align with business objectives.The ideal candidate will have a strong background in real estate...


  • Toronto, Ontario, Canada Optimize Wealth Management Full time

    Optimize Wealth Management, a leading wealth management company in Toronto, ON, is seeking an accomplished Strategic Portfolio Director to join their team.The estimated salary for this role is CAD 150,000 - 200,000 per year, depending on experience.About the RoleThis full-time position requires strategic leadership and expertise in developing and...


  • Toronto, Ontario, Canada Optimize Wealth Management Full time

    About UsOptimize Wealth Management (Optimize Inc.) is a leading wealth management firm in Toronto, ON. We provide personalized financial solutions and advice to our clients.Role OverviewWe are seeking an experienced Chief Investment Officer to lead our investment strategy and team. The successful candidate will be responsible for developing and communicating...


  • Toronto, Ontario, Canada Optimize Wealth Management Full time

    Optimize Wealth ManagementWealth management is a multifaceted field that requires expertise in financial planning, portfolio management, tax preparation, debt management, and estate planning.This full-time on-site role for a Senior Portfolio Manager at Optimize Wealth Management involves overseeing investments, financial analysis, portfolio management, and...


  • Toronto, Ontario, Canada Scotiabank Full time

    Job SummaryAs a Senior Manager, GO PMO, you will be responsible for leading the financial plan and governance of Global Operations' strategic investment spend. This role involves overseeing the Strategic Investment Portfolio (SIP) financial intelligence and insights, monitoring spend and execution, and governing initiatives through the investment...


  • Toronto, Ontario, Canada DIF Management Canada ULC Full time

    Company OverviewDIF Management Canada ULC is a leading organization that offers innovative investment solutions to its clients. We are seeking a highly skilled Strategic Investment Portfolio Manager to join our team.Job DescriptionWe are looking for an experienced senior investment officer who can manage and optimize investment portfolios, making informed...


  • Toronto, Ontario, Canada Mackenzie Investments Full time

    About the RoleMackenzie Investments, a leading diversified wealth and asset management company in Canada, is seeking an experienced Strategic Real Estate Portfolio Manager to support its Corporate Real Estate team.Job DescriptionThe successful candidate will play a key role in managing and reporting IGM's Real Estate programs, ensuring transparency and clear...


  • Toronto, Ontario, Canada Bank of Montreal Full time

    Job SummaryWe are seeking a highly skilled Strategic Portfolio Manager to lead our AML program within Corporate Technology.About the RoleAs a Strategic Portfolio Manager, you will be responsible for leading assigned projects from initiation to implementation, ensuring successful business outcomes. You will drive execution risk mitigation, facilitate...


  • Toronto, Ontario, Canada Scotiabank Full time

    Job OverviewWe are seeking an experienced Strategic Investment Portfolio Manager to lead the financial planning and governance of our Global Operations' strategic investment spend.Salary and BenefitsThe estimated salary for this role is $120,000 - $180,000 per year, depending on experience. Additionally, you will receive a comprehensive benefits package,...


  • Toronto, Ontario, Canada S.i. Systèmes Full time

    Job Overview:S.i. Systèmes is seeking a seasoned Strategic Portfolio Manager to drive financial reporting, resource planning, and agile reporting model development for our Financial Client.About the Role:This 6-month contract position offers strong possibilities of converting to FTE/extensions. The ideal candidate will work hybrid 1-2 days/week in Vancouver...


  • Toronto, Ontario, Canada BGO Full time

    About BGOBGO is a leading global real estate investment management advisor, lender, and service provider. We serve over 750 institutional clients with expertise in various property types worldwide. Our offices are located in 27 cities across 13 countries, allowing us to leverage local knowledge and extensive networks.The OpportunityWe seek an experienced...


  • Toronto, Ontario, Canada Scotiabank Full time

    **Scotiabank: A Leader in the Americas**Scotiabank is a leading bank in the Americas, guiding our purpose to achieve success for every future. We help our customers, their families, and communities through advice, products, and services.We're seeking an experienced Strategic Investment Portfolio Manager to lead the financial plan and governance of Global...


  • Toronto, Ontario, Canada Lock Search Group Full time

    Lock Search Group is a national executive recruitment firm that provides exceptional services to clients and candidates.We are seeking an experienced Senior Asset Management Consultant to join our team in Downtown Toronto, ON. This role offers the opportunity to lead critical projects in portfolio optimization, risk assessment, and strategic investment...


  • Toronto, Ontario, Canada Royal Bank of Canada Full time

    About the Role:">This is a challenging and dynamic position that requires strong portfolio management skills, excellent communication, and interpersonal abilities. As a Portfolio Management Consultant, you will work closely with discretionary teams to provide expert advice on asset management best practices. ">Key Responsibilities: - Conduct in-depth...


  • Toronto, Ontario, Canada Lock Search Group Full time

    **Unlock Career Growth as a Senior Asset Management Consultant**Downtown Toronto, ON is home to numerous financial institutions and hubs. This role offers the opportunity to lead critical projects in portfolio optimization, risk assessment, and strategic investment planning.About the Role:Lead expert guidance on asset allocation, portfolio management, and...


  • Toronto, Ontario, Canada Maarut Inc Full time

    Job DescriptionWe are seeking a highly experienced and skilled IT consultant to join our team at Maarut Inc. As a Strategic IT Consultant Expert, you will play a crucial role in promoting our organization's standards and best practices for project management.Key Responsibilities:Promote the adoption of organizational standards and best practices for project...


  • Toronto, Ontario, Canada Lock Search Group Full time

    **Company Overview**Lock Search Group is a leading executive recruitment firm with a strong presence in Canada and the United States. Our team of experts provides tailored solutions to clients and candidates alike, leveraging our experience and expertise to deliver exceptional results. **Job Description**We are seeking a highly skilled **Strategic Asset...


  • Toronto, Ontario, Canada BGO Full time

    About the RoleWe are seeking a highly skilled and experienced Strategic Real Estate Portfolio Manager to join our team at BGO. As a key member of our portfolio management team, you will be responsible for overseeing the strategic vision and maximizing the financial performance of properties in your portfolio.


  • Toronto, Ontario, Canada NBC Full time

    Job Title: Portfolio Management ExpertAt NBC, we seek a skilled Portfolio Management Expert to join our specialized group structured financing team.About the Role:Collaborate with clients to assess their financial needs and develop tailored financial strategies.Design and implement complex financing structures to achieve clients' business...