Portfolio Management Applications Expert

3 weeks ago

Toronto, Ontario, Canada Royal Bank of Canada Full time

We are seeking a skilled Portfolio Management Applications Expert to join our team at the Royal Bank of Canada. As a key member of our Wealth Management Canada (WMC) branch, you will play a critical role in supporting portfolio management applications for small to medium initiatives.

Job Description

In this exciting opportunity, you will partner with IT, Operations, Vendors, and other Head Office groups to assess, research, and analyze problems that impact RBC WMC branches. Your primary objective will be to document business requirements to resolve system, process or business gaps and issues, ensuring an optimal Portfolio Management experience for WMC branches.

Your responsibilities will include:

  • Developing documents for IT applications, system specifications, and test plans, adhering to existing standards and methodologies.
  • Eliciting the requirements needed to carry out business processes through interviews, intelligence analysis, and survey assessments.
  • Translating business needs, processes, and procedures into workable systems and articulating specific software requirements with technology experts and business stakeholders.
  • Working closely with business architects and technology staff to deliver project results while implementing risk analysis and meeting required deliverables.
  • Preparing, analyzing, and prioritizing issues and enhancement requests raised by the field, training, Operations, and project teams.
  • Collaborating with IT QA and IT support teams on issues raised and providing details for Production Support triage.
  • Resolving conflicts and issues of moderate complexity and escalating as necessary.
  • Creating and working with communications to post on DSnet and send national emails or branch notifications.
Requirements and Qualifications

To succeed in this role, you must possess:

  • An undergraduate degree from an accredited university or equivalent experience.
  • At least 2+ years of prior securities, technology industry, and/or wealth management-related experience.
  • The ability to work effectively in situations involving rapid change, shifting priorities, and simultaneous demands.
  • Problem identification, analytical, and resolution skills to support escalated issue resolution and oversight requirements of complex processes/programs.
  • Excellent verbal and written communication, presentation, and interpersonal skills.
  • Fully proficient with MS Office (Word, Excel, PowerPoint, and Outlook).
Salary and Benefits

This position offers a competitive salary range of $90,000 - $120,000 per year, depending on experience, plus additional benefits, including bonuses and flexible benefits packages. You will also have access to comprehensive total rewards programs, opportunities for professional growth, and a dynamic work environment.

About Us

At the Royal Bank of Canada, we value diversity, equity, and inclusion, fostering a workplace where employees can bring their authentic selves to work. We strive to provide accessible candidate experiences and welcome applicants from diverse backgrounds. Join our Talent Community to stay informed about career opportunities and events that matter to you.

  • Strategic Portfolio Management Expert

    4 weeks ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    OverviewWe 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.SalaryThe estimated salary range for this position is $120,000 - $180,000...

  • Portfolio Management Consultant: Strategic Portfolio Optimization Expert

    6 days ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    About the RoleWe are seeking a highly skilled Portfolio Management Consultant to join our team at the Royal Bank of Canada. This is an excellent opportunity for a professional with expertise in portfolio management and consulting to contribute to the success of our clients and grow their career.Job DescriptionConsultant Role: As a Portfolio Management...

  • Senior Portfolio Management Application Specialist

    1 month ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    Unlock Your Potential as a Senior Portfolio Management Application SpecialistWe are seeking an exceptional Senior Portfolio Management Application Specialist to join our dynamic team at Royal Bank of Canada. As a key member of our Wealth Management Canada (WMC) group, you will play a critical role in supporting the delivery of optimal Portfolio Management...

  • Strategic Portfolio Manager and Relationship Expert

    4 weeks ago

    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...

  • Commercial Portfolio Management Expert

    3 days ago

    Toronto, Ontario, Canada EQ Bank | Equitable Bank Full time

    Job SummaryWe are seeking a Commercial Portfolio Management Expert to join our team at Equitable Bank in Toronto. This is a unique opportunity to work with a dynamic team and contribute to the growth of our company.

  • Technical PEGA Expert for Enterprise Applications

    4 weeks ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    Job OverviewWe are seeking a highly skilled Technical PEGA Expert to join our team. As a key member of our Digital Ops & Advisor Channels Technology group, you will play a critical role in supporting the applications within our portfolio.

  • Portfolio Management Specialist

    4 days ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    We are seeking a skilled Portfolio Management Specialist to join our team in Toronto, Canada. As a Portfolio Management Specialist, you will be responsible for supporting the day-to-day management of client portfolios through trade communication, report generation, and ongoing communication with Investment Counsellors and their teams on a range of portfolio...

  • Enterprise Applications Portfolio Manager

    4 weeks ago

    Toronto, Ontario, Canada Cassels Brock & Blackwell LLP Full time

    Cassels Brock & Blackwell LLP is a leading national law firm with a strong commitment to diversity, inclusion, equity and an accessible environment. We are currently recruiting for a Director, Enterprise Applications in our Information Technology Department, reporting to our Chief Information Officer.Job SummaryThis role will be responsible for the strategic...

  • Senior Cloud Portfolio Manager

    4 weeks ago

    Toronto, Ontario, Canada Financière Sun Life Full time

    Job Description:The role of Senior Cloud Portfolio Manager - Agile Delivery Expert at Financière Sun Life involves leading the centralized intake process for the Cloud Centre of Excellence (CCoE). This individual will be responsible for managing and consolidating demand collection for assigned portfolios, collaborating with Scrum Masters, Product Owners,...

  • Investment Portfolio Manager

    6 days ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    About the RoleWe are seeking a highly skilled Investment Portfolio Manager to join our team at Royal Bank of Canada. As an Investment Portfolio Manager, you will be responsible for supporting the day-to-day management of client portfolios through trade communication, report generation, and ongoing communication with investment counsellors and their teams.Key...

  • Strategic Investment Portfolio Manager

    6 days ago

    Toronto, Ontario, Canada RBC Full time

    At RBC, we're committed to delivering trusted advice and helping our clients thrive. As a Portfolio Specialist in the Investment Products Advisory Group, you'll play a critical role in empowering our sales teams with the resources they need to deliver best-in-class service to advisors and clients.The Investment Products Advisory Group supports the...

  • Delivery Assurance Expert for Enterprise Portfolio Enablement

    1 month ago

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

    Job Title: Delivery Assurance Expert for Enterprise Portfolio Enablement">About the Role:">S.i. Systèmes is seeking a highly skilled Senior Delivery Assurance Consultant to join our team. As a key member of our Assurance Oversight and Governance Processes team, you will play a crucial role in ensuring the successful delivery of projects within our...

  • Strategic Portfolio Manager

    3 weeks ago

    Toronto, Ontario, Canada Michael Page Full time

    About Our CompanyOur company is a leading international property investment and management firm with a strong focus on acquiring, developing, and managing high-quality residential properties in prime urban locations across Europe and North America.Job SummaryWe are seeking an experienced Strategic Portfolio Manager to oversee all aspects of our portfolio,...

  • Construction Insurance Portfolio Manager at Navacord

    1 month ago

    Toronto, Ontario, Canada Navacord Full time

    About the RoleWe are seeking a highly skilled Construction Insurance Portfolio Manager to join our team at Navacord. As a key member of our commercial insurance division, you will be responsible for managing a portfolio of high-quality construction insurance business.ResponsibilitiesManage a renewal book of construction insurance business, including...

  • Strategic Portfolio Development Specialist

    3 weeks ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    We are seeking a skilled Strategic Portfolio Development Specialist to join our team at the Royal Bank of Canada. In this role, you will have the opportunity to provide expert guidance on portfolio management best practices, linking conceptual strategies of trading and rebalancing portfolios.About the RoleThis is an exciting opportunity for a seasoned...

  • High Yield Portfolio Manager Expert

    3 days ago

    Toronto, Ontario, Canada RPIA Full time

    Job SummaryWe are seeking a highly skilled High Yield Portfolio Manager to join our team at RPIA. This is a full-time permanent position that offers a competitive salary and a range of benefits.

  • Impact Driven Portfolio Coordinator

    3 weeks ago

    Toronto, Ontario, Canada NearSource Full time

    We are seeking a dedicated and proactive individual to join our team as an Impact Driven Portfolio Coordinator. This role will provide support to organizations in the Energy & Materials, Health & Resilience, and Work & Prosperity sectors by connecting them with key resources like technology and talent.As an Impact Driven Portfolio Coordinator, you will...

  • Strategic Portfolio Manager

    1 month ago

    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...

  • Strategic Credit Portfolio Manager

    2 weeks ago

    Toronto, Ontario, Canada Bank of Montreal Full time

    Senior Credit Manager (6-weeks contract)Job Family Group: Audit, Risk & ComplianceAbout the Role:Our team is seeking a highly skilled Senior Credit Manager to join our audit, risk and compliance group. This is a 6-week contract opportunity that requires a strong understanding of credit portfolio management policies and procedures.Main...

  • Expert Portfolio Manager

    2 days ago

    Toronto, Ontario, Canada Tata Consultancy Services Full time

    Job OverviewTata Consultancy Services is an IT services, consulting, and business solutions organization with over 55 years of experience partnering with top businesses in their transformation journeys.Compensation PackageThe estimated annual salary for this position ranges between $120,000 to $180,000, depending on experience and qualifications.Job...