Bilingual Portfolio Risk Advisor

What is the opportunity?

Playing a critical role in portfolio risk management with RBC Dominion Securities, Canada's leading investment firm, the Portfolio Risk Advisor works closely with the firm's Portfolio Managers across the country to help identify and resolve risk issues within discretionary accounts to ensure a prudent approach to portfolio construction and management.

What will you do?

- Drive proactive risk identification and mitigation by conducting relevant risk assessments for discretionary managed accounts with RBC DS and RBC PC USA

- Review Investment Policy Statements for consistency with each business' Investment Management Guidelines

- Provide ongoing advice and support to Advisors to ensure understanding of processes, guidelines, regulatory requirements and the development of sound Investment Policy Statements to further the goal of prudent portfolio construction and management

- Provide input into the ongoing development of investment guidelines

- Support and provide key input into the enhancement and development of the systems supporting monitoring activities

- Stay abreast of evolving regulatory standards to ensure impact is understood and implemented as necessary

- Work with key partners in business, compliance, legal, operations and technology in support of the ongoing delivery and execution of all monitoring

What do you need to succeed?

Must-have

- Exceptional written and verbal communication skills in English and French

- At least 5 years of investment experience in a private client discretionary environment

- Solid understanding of capital markets with an emphasis on portfolio risk analysis

- Strong knowledge of both provincial and IIROC requirements for discretionary managed accounts

- Excellent organizational skills and ability to effectively manage time and priorities with a client-focused mindset

- Advanced Microsoft Excel skills

- Chartered Investment Manager (CIM) designation

Nice-to-have

- Chartered Financial Analyst (CFA) designation

- Direct client service experience in a discretionary investment role, an asset

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

- Ability to make a difference and lasting impact

- Work in a dynamic, collaborative, progressive, and high-performing team

- Opportunities to do challenging work

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at http://www.rbc.com/careers/index.html rbc.com/careers.

JOB SUMMARY
City: Toronto
Address: 155 Wellington Street West
Work Hours/Week: 37.5
Work Environment: Office
Employment Type: Permanent
Career Level: Experienced Hire/Professional
Pay Type: Salary + Variable Bonus
Required Travel (%): 0
Exempt/Non-Exempt: N/A
People Manager: No
Application Deadline: 10/27/2019
Platform: Wealth Management
Req ID: 199889
Ad Code(s):