Investment Portfolio Consultant

Position: Investment Portfolio Consultant Role
Become an Investment Portfolio Consultant with RBC Dominion Securities and enhance your portfolio management skills while assisting teams with expert recommendations. This role emphasizes strategic trading and portfolio solutions.

As a consultant, you will engage directly with discretionary licensed Investment Advisors, helping them refine their investment strategies and operations. Your insights will drive improvements and address trading issues across various advisory teams.

Key Responsibilities:

• Facilitate individual meetings with portfolio management teams

• Cultivate relationships with Portfolio Managers at RBC

• Discuss and optimize Investment Policy Statements and service plans

• Prepare advisor books for portfolio modeling and management

• Support training on trading platforms for new team members

Requirements:

• Minimum of 5 years in the financial services industry

• Excellent communication and relationship-building abilities

• CFA Level 1 or demonstrated discretionary management knowledge

• Availability for travel to client locations

• Strong Excel proficiency required

Bring your portfolio management savvy and interpersonal skills to RBC Dominion Securities and make a lasting contribution.
#J-18808-Ljbffr