Canadian Equity Portfolio Advisory

**Job Summary**

**What is the opportunity?**

RBC Wealth Management’s Toronto-based Portfolio Advisory Group (“PAG”) provides independent investment advice to over 2,000 investment advisors working under the RBC Dominion Securities (“RBC DS”) banner in Canada. The Canadian Equity Portfolio Advisor will support the broader team’s efforts to provide RBC DS investment advisors with high-quality advice as well as support Portfolio Managers in the stewardship of the team’s equity portfolios.

You will respond to a wide-range of equity-related queries from investment advisors, support the equity team’s portfolio management process and contribute to the production of thought leadership. You will communicate the team’s insights via one-on-one interactions with advisors, flagship written publications and branch presentations. From your experience working with PAG, you will expand your investment management knowledge through independent research, ongoing discussions with your colleagues, portfolio management deliberations and frequent interactions with RBC Capital Markets research analysts.

**What will you do?**
- Support Portfolio Managers in the stewardship of PAG’s Canadian equity portfolios.
- Provide personalized and responsive service to RBC DS investment advisors with respect to incoming investment-related questions as well as provide detailed model reviews.
- Communicate the team’s views on various topics of interest including the “house view” on macro conditions, asset allocation, key equity holdings and corporate actions.
- Support equity team colleagues in the preparation of various analyses, presentations and commentaries.
- Coordinate and contribute to the team’s written publications including the daily notes, the Global Insight series, portfolio quarterlies and ad hoc strategy notes.
- Prepare and deliver equity-themed presentations to RBC DS investment advisors.
- Contribute to a positive working environment where teamwork, diversity of thought and mentorship are viewed as crucial ingredients to PAG’s current and future success.

**What do you need to succeed?**

**Must-have**
- 5+ years of experience in Canadian equity portfolio management and/or equity research.
- Bachelor's Degree or higher level education.
- CFA Charterholder (or currently working towards).
- Strong communication skills (both written and oral).
- Proficiency in Excel and PowerPoint.

**Nice-to-have**
- French communication skills (both written and oral).
- Experience combining fundamental, ESG, quantitative and technical analysis.
- Experience delivering equity options advice.

**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 benefits, competitive compensation, commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Flexible work/life balance options
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business

**Job Skills**

Critical Thinking, Financial Planning and Analysis (FP&A), Financial Services Industry, Fund Analysis, Investment Banking, Investment Consulting, Investment Performance Measurement, Investment Risk Management, Long Term Planning

**Additional Job Details**

**Address**:
RBC CENTRE, 155 WELLINGTON ST W:TORONTO

**City**:
TORONTO

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
WEALTH MANAGEMENT

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2025-02-20

**Application Deadline**:
2025-03-06

**I**nclusion** 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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