Verified Job
Accounting - Finance
Portfolio Management Consultant
Accounting - Finance
#575913
Remote / WFH
Job Description
Job Summary
Job Description
What is the opportunity?
In this role, you will provide insight and advice on portfolio management best practices, linking conceptual strategies of trading and rebalancing portfolios. You will assist teams in making knowledgeable decisions and analysis of business practices relating to modeling, bulk trading and other desktop applications, with the goal of arriving at solutions to avoid trading issues/errors, and growing a scalable business.
You will train teams on the use of technology that may increase workflow efficiencies, and coach them on how to better utilize our existing systems in order to optimize their various processes. You will add value by offering subject matter expertise to discretionary licensed investment advisors in modeling, bulk trading, and portfolio management best practices. You’ll also offer expertise to discretionary advisory teams working with our Unified Managed Account (A+) platform
What is the opportunity?
Conduct one-on-one meetings with both discretionary and non-discretionary teams to determine their investment philosophy and implementation strategy.
Build and maintain relationships with new and existing Portfolio Managers (discretionary licensed Investment Advisors) 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.
Help set up the advisors book to prepare for portfolio modeling and also discuss 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.
Assist new employees /competitive recruits in becoming familiar with trading and modeling platforms (TradeLink, ClientLink, A+ Desktop, TAC).
Help teams modify their investment management philosophy when necessary and liaise with the Managed Solutions Group, the Portfolio Overlay Team and the Portfolio Advisory Group, gathering feedback and suggestions for modeling and portfolio management improvements.
Lay the groundwork to build scalable Unified Managed Household tools (A+) for both discretionary and non-discretionary advisors.
Specific to ClientLink modeling for discretionary and advisory teams, assist with various aspects of portfolio management: creating models and attaching portfolios, running trade lists, walking through exceptions that need to be built into the system, and running through exceptions in client accounts.
Outline how to move forward and deal with every day transactions; withdrawals, deposits, currency conversions, etc., and help set up their book to get it ready for modeling and bulk trading, and assist with training on integration into our discretionary platform.
What do you need to succeed?
Must Have
A minimum of 5 years in the financial services industry, preferably with Dominion Securities
Strong interpersonal skills (empathetic listener, coach, and negotiator) and strong communication and presentation skills. Comfortable meeting new people, engaging with them, and building those relationships.
Driven, eager to learn and thrives in a high-performance environment.
CFA Level 1 or CIM, or, strong and proven understanding of discretionary money management.
Willingness to travel (mix of either day trips or flights) for a combined total average of two weeks per month, often for one to four days at a time, with some overnight travel required.
Advanced computer skills, with emphasis on Excel.
Nice to Have
Fluency in French (spoken and written).
Ideal candidate would have background in Dominion Securities Retail branch environment, preferably with a discretionary team (3+ years’ experience) including processes, technology, products & services. Familiarity with portfolio management concepts/techniques preferred.
Ability to analyze, prioritize and adjust to multiple demands. Good problem solving skills and customer service focus required.
Must thrive at managing change in both a team and independent environment.
Enjoys traveling for work.
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.
Job Skills
Additional Job Details
Address:
333 7 AVE SW:CALGARY
City:
CALGARY
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-05-23
Application Deadline:
2026-06-14
Note: Applications will be accepted until 11:5+ PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Job Description
What is the opportunity?
In this role, you will provide insight and advice on portfolio management best practices, linking conceptual strategies of trading and rebalancing portfolios. You will assist teams in making knowledgeable decisions and analysis of business practices relating to modeling, bulk trading and other desktop applications, with the goal of arriving at solutions to avoid trading issues/errors, and growing a scalable business.
You will train teams on the use of technology that may increase workflow efficiencies, and coach them on how to better utilize our existing systems in order to optimize their various processes. You will add value by offering subject matter expertise to discretionary licensed investment advisors in modeling, bulk trading, and portfolio management best practices. You’ll also offer expertise to discretionary advisory teams working with our Unified Managed Account (A+) platform
What is the opportunity?
Conduct one-on-one meetings with both discretionary and non-discretionary teams to determine their investment philosophy and implementation strategy.
Build and maintain relationships with new and existing Portfolio Managers (discretionary licensed Investment Advisors) 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.
Help set up the advisors book to prepare for portfolio modeling and also discuss 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.
Assist new employees /competitive recruits in becoming familiar with trading and modeling platforms (TradeLink, ClientLink, A+ Desktop, TAC).
Help teams modify their investment management philosophy when necessary and liaise with the Managed Solutions Group, the Portfolio Overlay Team and the Portfolio Advisory Group, gathering feedback and suggestions for modeling and portfolio management improvements.
Lay the groundwork to build scalable Unified Managed Household tools (A+) for both discretionary and non-discretionary advisors.
Specific to ClientLink modeling for discretionary and advisory teams, assist with various aspects of portfolio management: creating models and attaching portfolios, running trade lists, walking through exceptions that need to be built into the system, and running through exceptions in client accounts.
Outline how to move forward and deal with every day transactions; withdrawals, deposits, currency conversions, etc., and help set up their book to get it ready for modeling and bulk trading, and assist with training on integration into our discretionary platform.
What do you need to succeed?
Must Have
A minimum of 5 years in the financial services industry, preferably with Dominion Securities
Strong interpersonal skills (empathetic listener, coach, and negotiator) and strong communication and presentation skills. Comfortable meeting new people, engaging with them, and building those relationships.
Driven, eager to learn and thrives in a high-performance environment.
CFA Level 1 or CIM, or, strong and proven understanding of discretionary money management.
Willingness to travel (mix of either day trips or flights) for a combined total average of two weeks per month, often for one to four days at a time, with some overnight travel required.
Advanced computer skills, with emphasis on Excel.
Nice to Have
Fluency in French (spoken and written).
Ideal candidate would have background in Dominion Securities Retail branch environment, preferably with a discretionary team (3+ years’ experience) including processes, technology, products & services. Familiarity with portfolio management concepts/techniques preferred.
Ability to analyze, prioritize and adjust to multiple demands. Good problem solving skills and customer service focus required.
Must thrive at managing change in both a team and independent environment.
Enjoys traveling for work.
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.
Job Skills
Additional Job Details
Address:
333 7 AVE SW:CALGARY
City:
CALGARY
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-05-23
Application Deadline:
2026-06-14
Note: Applications will be accepted until 11:5+ PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
