Royal Bank of Canada

Portfolio Management Consultant

Royal Bank of Canada • $90K — $110K *
Montreal, QC H1A 0A1In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 5+ years of experience in the financial services industry, preferably with RBC Dominion Securities
  • Bilingual in English and French
  • Strong interpersonal, communication, and presentation skills
  • Ability to build relationships and engage with individuals effectively
  • Driven and eager to learn in a high-performance setting
  • CFA Level 1, CIM, or equivalent knowledge of discretionary money management
  • Willingness to travel approximately two weeks per month
  • Advanced Excel skills

Responsibilities

  • Conduct one-on-one meetings with discretionary and non-discretionary teams to assess investment strategies
  • Build and maintain relationships with Portfolio Managers and their teams
  • Advise on best practices for Investment Policy Statements and asset management processes
  • Help advisors prepare their books for portfolio modeling and management
  • Assist new employees with training on trading and modeling platforms
  • Collaborate with various teams to refine investment management philosophies
  • Develop scalable Unified Managed Household tools for advisors

Benefits

  • Comprehensive Total Rewards Program including bonuses and flexible benefits
  • Supportive leadership dedicated to professional development
  • Opportunity to make a meaningful impact
  • Work in a dynamic and collaborative team environment
Full Job Description
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 related to RBC Dominion Securities discretionary programs (A+ and PIM). You will support desktop applications related to discretionary platforms at RBC Dominion Securities, with the goal of arriving at solutions to avoid trading issues/errors and growing a scalable business.

What will you do?
  • 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 RBC 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 advisor's book to prepare for portfolio modeling and 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 everyday transactions (e.g., withdrawals, deposits, currency conversions, etc.), 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
  • Minimum of 5 years of experience in the financial services industry, preferably with RBC Dominion Securities
  • Bilingualism (English and French) required, as you will regularly do business with RBC partners and/or employees across Canada with English and French speaking needs
  • Strong interpersonal (empathetic listener, coach, negotiator), communication, and presentation skills
  • Comfortable meeting new people, engaging with them, and building those relationships
  • Driven, eager to learn, and thrive in a high-performance environment
  • CFA Level 1, CIM, or proven track record in the 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, especially Excel


Nice-to-have
  • Background in an RBC Dominion Securities retail branch environment, preferably on a discretionary team, with familiarity of processes, technology, products, services, and portfolio management concepts and techniques
  • Ability to analyze, prioritize, and adjust to multiple demands
  • Strong problem-solving skills and client-centric approach
  • Ability to manage change and work effectively, both independently and collaboratively within a team environment
  • Enjoy 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


Job Skills

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÉAL

City:

Montréal

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-08-13

Application Deadline:

2026-09-14
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

About Royal Bank of Canada

Royal Bank of Canada Careers

Join the dynamic team at Royal Bank of Canada (RBC), a global leader in financial services and a company committed to excellence and innovation. At RBC, we offer a wide range of job opportunities that empower professionals to shape their career paths with leadership, diversity training, and continuous growth.

Work You’ll Do

At Royal Bank of Canada, we are not just hiring; we are building a culture of innovation and leadership. Our team members are at the forefront of the financial industry, driving transformation and delivering targeted solutions that meet the evolving needs of our clients and communities.

Explore Job Opportunities and Employment at RBC

Whether you are starting your career or looking to take it to the next level, RBC offers positions that challenge your skills and fuel your ambition. From entry-level positions to leadership roles, our job opportunities span across various functions and regions. Join us and be part of a team that values professional growth and diversity.

Internship and Professional Development

Kickstart your career with an internship at Royal Bank of Canada. Our internships provide invaluable hands-on experience, networking opportunities, and insights into the financial services industry. Interns at RBC gain the skills necessary to excel and are often considered for full-time positions within the company.

Benefits and Culture

At RBC, we prioritize the well-being and satisfaction of our employees. Our benefits package is designed to support our team members at every stage of their life and career. RBC’s culture is built on a foundation of respect, integrity, and responsibility, fostering an environment where everyone can thrive.

Career Growth and Innovation

We believe in nurturing the potential of our employees through continuous learning and career development programs. At RBC, you will find endless opportunities to grow professionally through on-the-job experiences, formal training programs, and leadership development initiatives. Our commitment to innovation means we are constantly seeking out new ideas and perspectives, making RBC a perfect place for those who aim to lead and innovate.

Diversity and Inclusion

Diversity is our strength. At Royal Bank of Canada, we are committed to building an inclusive workplace where every employee feels valued and respected. Our diversity training programs are designed to educate and inspire, creating a more inclusive and equitable workplace.

Join Our Team

Search open positions that match your skills and interests. We look for passionate, curious, creative, and solution-driven team players. Start your journey with RBC today and be part of a world-class team known for its commitment to client service, community involvement, and innovation.

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Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities awaiting you at RBC. Explore the possibilities with Royal Bank of Canada, where your future is filled with potential and the path to success is paved with countless opportunities for professional and personal growth. Join us and shape not just your career but the future of the financial industry.
Learn more about Royal Bank of Canada
Size
86,007 employees
Market Cap
$130.3 billion
Industry
Finance & Insurance
5 Year Trend
+8.7%
NASDAQ
RY
* Ladders Estimates

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