Portfolio Management Consultant

4 weeks ago

Montreal, Quebec, Canada RBC Dominion Securities Inc. Full time

Job Title: Portfolio Management Consultant

Job Summary:

We are seeking a highly skilled Portfolio Management Consultant to join our team at RBC Dominion Securities Inc. As a Portfolio Management Consultant, you will be responsible for providing expert advice and guidance on portfolio management best practices to our clients.

Key Responsibilities:

  • Train teams on the use of technology to increase workflow efficiencies and coach them on how to better utilize our existing systems.
  • Add value by offering subject matter expertise related to manager selection, asset location, technology tools, asset allocation, etc.
  • Troubleshoot issues that arise from the universe of teams you will support.
  • Proactively and reactively conduct one-on-one meetings with teams to determine their investment philosophy and implementation strategy.
  • 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 everyday transactions, including 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 (A+ and PIM).
  • Prepare and conduct both in-person and virtual training for groups of RBC DS employees on the tools to support the discretionary platforms.
  • Responsible for covering a set of branches/regions, travelling at frequent intervals.

Requirements:

  • Bilingualism (English and French) required, as you will regularly do business with partners across Canada.
  • 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.
  • Drive, eagerness to learn, and ability to thrive 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.

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.

Additional Job Details:

Address: 1 PLACE VILLE MARIE:MONTRÉAL

City: MONTRÉAL

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: Wealth Management

Job Type: Regular

Pay Type: Salaried

Posted Date: 2024-02-29

Application Deadline: 2024-06-16

Inclusion 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.

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