Portfolio Management Consultant

Royal Bank of Canada

Toronto, Canada
Base: $90,000.00 - $140,000.00; bonus/equity: disc...
Portfolio management best practices
Strong interpersonal and communication skills
Advanced excel skills
In this role, you will provide insight and advice on portfolio management best practices, linking conceptual strategies of trading and rebalancing portfolios

Job Summary

  • In this role, you will provide insight and advice on portfolio management best practices, linking conceptual strategies of trading and rebalancing portfolios.
  • You will support desktop applications related to discretionary platforms with the goal of avoiding trading issues and growing a scalable business.
  • The position offers a comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, and opportunities for professional development in a dynamic, collaborative team.

Matching Summary

In this role, you will provide insight and advice on portfolio management best practices, linking conceptual strategies of trading and rebalancing portfolios.

Salary

Base: $90,000.00 - $140,000.00; Bonus/Equity: Discretionary variable compensation program; Benefits: Comprehensive Total Rewards Program including flexible benefits and stock where applicable

Skills & Requirements

Must-have

  • portfolio management best practices
  • strong interpersonal and communication skills
  • advanced Excel skills
  • experience with discretionary trading platforms
  • relationship building with portfolio managers
  • willingness to travel frequently

Nice-to-have

  • fluency in French
  • background in Dominion Securities retail branch
  • familiarity with portfolio management concepts
  • problem-solving and client-service focus
  • ability to manage change independently and in teams
  • enjoys traveling for work

Key Requirements

  • minimum 5 years financial services experience
  • CFA Level 1 or CIM or strong discretionary money management knowledge
  • willingness to travel two weeks per month on average

Work Rights

Not specified

Tailored Resume

Cover Letter