Strategic Portfolio Development Specialist
7 days ago
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 professional with a strong background in discretionary money management. As a Strategic Portfolio Development Specialist, you will work closely with teams to analyze and improve their investment processes and operations.
- Conduct one-on-one meetings with discretionary and non-discretionary teams to determine their investment philosophy and implementation strategy.
- Buid and maintain relationships with new and existing Portfolio Managers 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.
You will also be responsible for helping set up advisors' books, preparing for portfolio modeling, and discussing 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.
The ideal candidate will have a minimum of 5 years of experience in the financial services industry, preferably with Dominion Securities. They will possess strong interpersonal skills, including empathy, coaching, and negotiation abilities, as well as excellent communication and presentation skills.
A CFA Level 1 or CIM certification, or a strong understanding of discretionary money management, is highly desirable. The ability to travel (up to two weeks per month) is also required. We offer a comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
The estimated salary for this position is $85,000 - $110,000 per year, based on location and experience. This is a full-time salaried position, and we offer a dynamic, collaborative, and progressive work environment.
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