Senior Portfolio Advisor

We are expanding our team: As a Senior Portfolio Advisor, you will provide professional portfolio management and thought leadership for RBC’s Guided Portfolios, supporting RBC Wealth Management advisors. This role requires significant experience in equity investment and portfolio management, ideally suited for professionals with a strong background in financial services.

Skills

• portfolio management
• equity research
• series 7 license
• series 66 license
• capital markets knowledge
• financial statement analysis
• investment analysis
• morningstar
• factset
• bloomberg
• investment strategy development
• thought leadership
• investment commentary
• conference call participation
• client relationship management
• team collaboration
• financial modeling
• model portfolio management
• research presentation
• sector analysis
• global economy analysis
• personal development