City : Toronto

Category : Customer Service | Client Advice | Sales

Industry : Financial/Banking

Employer : RBC

What is the opportunity:

As a part of the RBC Dominion Securities Inc business line, the successful candidate will join the Portfolio Risk Advisors to assist with the ongoing oversight of the discretionary programs.  This person will partner with their colleagues, other head office teams and the Portfolio Managers and their associates across the country to ensure the successful implementation and oversight of the PIM program. 

What will you do?

• Oversee the successful transition of technology of the Portfolio Risk Dashboard

• Assist with integration of tasks and data into new platforms

• Perform quarterly reviews of client accounts

• Provide reporting and analysis to Branch Directors around the country

• Involvement of classification of financial instruments

• Presentations, both virtually and in person, to Portfolio Managers and their associates

• Provide reporting and metrics on the discretionary program to the Head of Managed Accounts

What do you need to succeed?

Must Have:

• 5+ years working in the financial field

• A good understanding of financial markets

• Exceptional organization skills

• A keen eye for detail and desire for improvement

• Good presentation skills – both virtually and in person

• Strong technical ability in Microsoft Office applications (Word, Excel, Powerpoint, etc)

• An interest in technology applications

• Ability to distill down large volumes of information into bite sized pieces

• A client-service mentality

Nice to have:

• Experience working in an RBC DS branch environment

• Bilingual, English & French

• Canadian Securities Course

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 Total Rewards program that includes flexible benefits, career development programs and investment and retirement savings plans

• Competitive pay and high-earning potential

• All the tools, training, and team support you need to grow your business and career

Job Skills

Critical Thinking, Data Administration, Detail-Oriented, Groupware Administration, Insurance Policies, Insurance Regulatory Law, Office Tools, System Applications, Teamwork, Web-based Facilities and Tools

Additional Job Details

RBC CENTRE, 155 WELLINGTON ST W:TORONTOTORONTOCanada37.5Full timeWEALTH MANAGEMENTRegularSalaried2025-05-082025-05-22

Note: Applications will be accepted until 11:59 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.