U.s. Equity Portfolio Advisor

**Come Work with Us**

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

**Job Title**

U.S. Equity Portfolio Advisor

**What is the opportunity?**

RBC Wealth Management’s Toronto-based Portfolio Advisory Group (“PAG”) is a team of over 20 professionals that is responsible for providing independent investment advice and guidance to the nearly 2,000 investment advisors working under the RBC Dominion Securities (“RBC DS”) banner in Canada. The U.S. Equity Portfolio Advisor will help RBC DS investment advisors effectively manage client portfolios. You will work within a team of PAG equity advisors to provide comprehensive guidance with respect to portfolio construction including asset allocation, equity portfolio strategy and individual security selection. You will communicate the team’s insights via day-to-day interactions, flagship written publications, branch presentations and client events. You will also assume a lead role in the management of PAG’s U.S. equity separately-managed account and model portfolios.

**What will you do?**
- Serve as a key decision maker in the stewardship of PAG’s U.S. equity portfolios.
- Process a wide-array of research, news, reports, investment publications and company/analyst meetings to form independent investment opinions with due consideration to risks.
- Provide personalized advice and support to RBC DS investment advisors with respect to security selection and positioning.
- Contribute to the team’s written publications including the daily notes, the Global Insight series and ad hoc portfolio strategy notes.
- Prepare and deliver presentations to RBC DS investment advisors and their clients. Demonstrate an ability to project confidence and competence by tailoring content to the audience, communicating our holistic asset allocation advice and addressing current market-related topics of interest with an informed opinion.
- Leverage RBC Capital Markets research resources by highlighting relevant analysis and maintaining strong relationships with analysts.
- Collaborate with Investment Analytics colleagues to maintain rigorous portfolio risk management oversight as well as develop tools to proactively monitor holdings, uncover ideas and identify risks.
- Collaborate with Multi-Asset Advisory & Portfolio Practice Management colleagues to provide holistic portfolio management advice and leverage portfolio analysis tools.
- 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**
- Minimum of five years of experience in U.S. equity portfolio management and/or equity research (or similar).
- Bachelor's Degree (or higher level education) and CFA Charterholder (or currently working towards obtaining).
- Excellent communication skills (both written and oral) with the ability to distill complex ideas into clear, relevant and timely advice.
- Ability to multi-task and prioritize in a demanding and fast-paced environment.
- Proficiency in Excel and PowerPoint.

**Nice-to-have**
- 10+ years of experience in portfolio management and/or equity research.
- Current registration as a Portfolio Manager with relevant regulatory bodies.
- Proficiency analyzing U.S. Technology sectors (and related industries).
- Deep understanding of emerging digital landscape including cryptocurrencies and the metaverse.
- Experience combining fundamental, quantitative and technical equity analysis techniques.
- French communication skills (both written and oral).

**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
- Opportunities to build close relationships with advisors