Canadian Equity Portfolio Manager

What is the opportunity?

RBC Wealth Management's Toronto-based Portfolio Advisory Group ("PAG") provides independent investment advice to over 2,000 investment advisors working under the RBC Dominion Securities ("RBC DS") banner in Canada. The Canadian Equity Portfolio Manager will help RBC DS investment advisors effectively manage their clients' portfolios.

You will work within a team of PAG equity advisors to provide comprehensive guidance across asset allocation, equity strategy, portfolio construction and individual security selection. You will play a lead role in the management of PAG's Canadian equity mandates. You will also communicate the team's insights via one-on-one interactions with advisors, flagship written publications, branch presentations and client events.

The ideal candidate would have at least ten years of equity portfolio management and/or research experience with a focus on Canadian equities. This candidate would possess an analytical mind, intellectual curiosity, a team-first attitude, exceptional communications skills and an ability to thrive in a fast-paced environment.

What will you do?

• Serve as a key decision maker in the stewardship of PAG's Canadian equity portfolios.
• Provide personalized advice to RBC DS investment advisors including detailed model reviews.
• Contribute to the team's written publications including the daily notes, the Global Insight series, portfolio quarterlies and ad hoc strategy notes.
• Prepare and deliver equity-themed presentations to RBC DS investment advisors and their clients.
• Leverage RBC Capital Markets research resources by highlighting relevant analysis and maintaining strong relationships with analysts.
• Collaborate with Investment Analytics colleagues to strengthen portfolio risk management oversight as well as develop tools to proactively monitor holdings, uncover ideas and identify risks.
• 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

• 10+ years of experience in Canadian equity portfolio management and/or equity research.
• Bachelor's Degree or higher level education.
• CFA Charterholder.
• Excellent communication skills (both written and oral) with the ability to distill complex ideas into clear advice.
• Proficiency in Excel and PowerPoint.

Nice-to-have

• French communication skills (both written and oral).
• Experience combining fundamental, ESG, quantitative and technical analysis.
• Experience delivering equity options advice.

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
• Access to a variety of job opportunities across business

Job Skills

Additional Job Details

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