Job Summary

Job Description

What is the opportunity?

RBC Global Asset Management (RBC GAM) is the asset management division of Royal Bank of Canada.  RBC GAM is a provider of global investment management services and solutions to individual and institutional investors.  RBC GAM manages approximately $680 billion in assets and has approximately 1,500 employees located across Canada, the United States, Europe and Asia. For more information, please visit: https://www.rbcgam.com

The Investment Products Advisory Group (IPAG) supports the positioning of RBC GAM investment solutions and capital markets views across Canadian retail and private client distribution channels. The team specializes in providing product support and producing impactful investment content in collaboration with our investment teams and marketing partners.

The ultimate goal of IPAG is to empower RBC GAM distribution teams with the resources they need to deliver best-in-class service to advisors and help them drive better client conversations.  The Portfolio Specialist plays a critical role within the team, leading the development and maintenance of a broad range of resources that communicate our investment capabilities, while delivering highly responsive and exceptional service to our channels.

In this role you will collaborate with other members of the Investment Products Advisory Group as well as our investment teams, marketing partners and sales teams.  You will be responsible for ensuring that our sales teams have the investment insights, education and presentation materials required to promote and positon these strategies to their clients.  You will become the subject matter expert in the strategies that you cover, with the ultimate objective of actively participating in the delivery of presentations to sales teams, advisors and clients.

What will you do?

Work closely with fund managers and investment teams to lead communication, sales support and client service requirements for a range of products and asset classes.Act as a center of expertise to explain how products are managed and positioned with investors. Responsible for generating original ideas and content that effectively positions and supports the firm’s solutions and market outlook. Participate in advisor meetings as subject matter expert, usually with portfolio managers.Provide regular product and market updates to GAM sales teams.Lead GAM product training sessions with new hires within both GAM sales teams and PH&N IC.Represent portfolio managers in certain scenarios on conference calls and in client meetings.Possess a high level of understanding of how channels, investment capabilities and business drivers fit together.Demonstrate deep knowledge of markets and investment strategies; able to confidently field related questions.Explain and write about market themes for both sophisticated and non-sophisticated audiences.Anticipate what market events will require messaging and able to personally generate high-quality content swiftly.Require minimal assistance to independently manage complex issues/objections with sales teams, advisors, or portfolio managers.Utilize exceptional writing and charting skills to create & develop new content that drives sales and retention.Participate in strategic planning related to sales initiatives, providing context and messaging as a credible expert.Independently write impactful messaging for use in general marketing material and/or investment communications.Develop and mentor Associate Portfolio Analysts and Portfolio Analysts; may have people management responsibilitiesCollaborate effectively with colleagues across product, sales, marketing and compliance teams.

What do you need to succeed?

Must Have

7+ years of experience in the financial services industryExceptional written communication, presentation and interpersonal skillsCFA designation (candidate or charterholder)Advanced Excel and PowerPoint skills, specifically related to charting, formatting, and data analysisInnovative self-starter with acute attention to detail and strong organizational skills with ability to work in high pressure situationsTeam player with the ability to work independently and to prioritize and multitask in an unstructured environment in order to meet tight timelines

Nice to Have

A strong understanding of the retail banking landscape and its investor base; client facing experience a strong assetPrevious experience developing and writing investment-related content, particularly in a fast-paced environmentPeople management experienceExperience with Morningstar Direct and BloombergBilingual French communication would be 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 applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamFlexible work/life balance optionsOpportunities to do challenging workOpportunities to take on progressively greater accountabilities         Access to a variety of job opportunities across business and geographies

Job Skills

Critical Thinking, Financial Planning and Analysis (FP&A), Financial Services Industry, Fund Analysis, Investment Banking, Investment Banking Analysis, Investment Performance Measurement, Investment Risk Management, Investments Analysis

Additional Job Details

Address:

RBC CENTRE, 155 WELLINGTON ST W:TORONTO

City:

TORONTO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-12-30

Application Deadline:

2025-01-13

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 embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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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 jobs.rbc.com.