Jobs
>
Montréal

    Portfolio Management Consultant - MONTRÉAL, Canada - Royal Bank of Canada

    Royal Bank of Canada
    Royal Bank of Canada MONTRÉAL, Canada

    Found in: beBee S2 CA - 3 weeks ago

    Royal Bank of Canada background
    Full time
    Description

    Job Summary

    Job Description

    What is the opportunity?

    In this role, you will provide insight and advice on portfolio management best practices, linking conceptual strategies of trading and rebalancing portfolios. You will assist teams in making knowledgeable decisions and analysis of business practices related to RBC DS discretionary programs (A+ and PIM). You will support desktop applications related to discretionary platforms at RBC Dominion Securities, with the goal of arriving at solutions to avoid trading issues/errors, and growing a scalable business.

    What will you do?

    • Train teams on the use of technology that may increase workflow efficiencies, and coach them on how to better utilize our existing systems in order to optimize their various processes.
    • Add value by offering subject matter expertise related to manager selection, asset location, technology tools, asset allocation, etc.
    • Troubleshoot issues that arise from the universe of teams you will support.
    • Proactively and reactively conduct one-on-one meetings with teams to determine their investment philosophy and implementation strategy.
    • Educate teams on the best ways to incorporate UMA strategy into their business, as appropriate.
    • Build and maintain relationships with new and existing discretionary advisors and their teams within Dominion Securities.
    • Discuss best practices regarding Investment Policy Statements, asset mix monitoring, quarterly reviews, review processes, service plans, etc. to assist in streamlining their investment process and operations.
    • Discuss ongoing management of the book for new clients, multiple legal registrations within the same household, withdrawals or deposits for existing clients, changes in asset mix for a client, or tactical or geographic asset class changes.
    • Assist new employees/competitive recruits in becoming familiar with trading and management platforms (TradeLink, ClientLink, A+ Desktop, TAC, etc).
    • Help teams modify their investment management philosophy when necessary and liaise with the Managed Solutions Group, the Portfolio Overlay Team and the Portfolio Advisory Group, gathering feedback and suggestions for modeling and portfolio management improvements.
    • Lay the groundwork to build scalable Unified Managed Household tools (A+) for both discretionary and non-discretionary advisors.
    • Outline how to move forward and deal with everyday transactions, including withdrawals, deposits, currency conversions, etc., and help set up their book to get it ready for modeling and bulk trading, and assist with training on integration into our discretionary platform.
    • Perform in-person group training sessions on the advantages of the discretionary platforms (A+ and PIM).
    • Prepare and conduct both in-person and virtual training for groups of RBC DS employees on the tools to support the discretionary platforms.
    • Responsible for covering a set of branches/regions, travelling at frequent intervals.

    What do you need to succeed?
    Must-have

    • Bilingualism (English and French) required, as you will regularly do business with partners across Canada.
    • A minimum of 5 years in the financial services industry, preferably with Dominion Securities.
    • Strong interpersonal skills (empathetic listener, coach, and negotiator) and strong communication and presentation skills. Comfortable meeting new people, engaging with them, and building those relationships.
    • Drive, eagerness to learn, and ability to thrive in a high-performance environment.
    • CFA Level 1 or CIM, or strong and proven understanding of discretionary money management.
    • Willingness to travel (mix of either day trips or flights).
    • Advanced computer skills, with emphasis on Excel.

    Nice-to-have

    • Background in Dominion Securities retail environment, preferably with a discretionary team (3+ years experience), including processes, technology, products and services. Familiarity with portfolio management concepts/techniques preferred.
    • Ability to analyze, prioritize, and adjust to multiple demands. Good problem solving skills and customer service.
    • Manage change in both a team and independent environment.
    • Enjoy traveling for work.

    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

    Job Skills

    Additional Job Details

    Address:

    1 PLACE VILLE MARIE:MONTRÉAL

    City:

    MONTRÉAL

    Country:

    Canada

    Work hours/week:

    37.5

    Employment Type:

    Full time

    Platform:

    Wealth Management

    Job Type:

    Regular

    Pay Type:

    Salaried

    Posted Date:

    Application Deadline:

    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.
    ​​​​​​​
    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.

    Join our Talent Community

    Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

    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

  • Abington Advisory

    Consultant Senior, Manager

    Found in: Jooble CA O C2 - 4 days ago

    Abington Advisory Montréal, QC, Canada

    Senior Consultant(e)/ Manager, Data Gouvernance, Paris H/F Qui sommes-nous? · Abington Advisory est une entreprise de conseil en management créée en 2014. Forte de l'expérience de ses collaborateurs issus de grands cabinets, l'équipe apporte son savoir-faire à toutes les organisa ...

  • Abington Advisory

    Consultant Senior, Manager

    Found in: Jooble CA O C2 - 4 days ago

    Abington Advisory Montréal, QC, Canada

    Abington Advisory est une entreprise de conseil en management créée en 2014. Forte de l'expérience de ses collaborateurs issus de grands cabinets, l'équipe apporte son savoir-faire à toutes les organisations dans leurs projets de transformation. · o Marketing & Expérience Client ...

  • ADP, Inc.

    Consultant Workforce Manager

    Found in: Jooble CA O C2 - 4 days ago

    ADP, Inc. Montréal, QC, Canada

    Titre du poste: WFM Consultant · ADP recrute un consultant en gestion des effectifs. Dans ce poste, vous serez responsable de mettre en œuvre et de soutenir la solution ADP Workforce Manager afin d'atteindre tous les indicateurs de performance clés du département, en fournissan ...

  • ADP

    Consultant Workforce Manager

    Found in: Jooble CA O C2 - 3 days ago

    ADP Montréal, QC, Canada

    Titre du poste: WFM Consultant · ADP recrute un consultant en gestion des effectifs. Dans ce poste, vous serez responsable de mettre en œuvre et de soutenir la solution ADP Workforce Manager afin d'atteindre tous les indicateurs de performance clés du département, en fournissan ...

  • ADP

    Consultant Workforce Manager

    Found in: Jooble CA O C2 - 3 days ago

    ADP Montréal, QC, Canada

    ADP recrute un consultant en gestion des effectifs. Dans ce poste, vous serez responsable de mettre en œuvre et de soutenir la solution ADP Workforce Manager afin d'atteindre tous les indicateurs de performance clés du département, en fournissant avec succès des services de conse ...

  • ADP, Inc.

    Consultant Workforce Manager

    Found in: Jooble CA O C2 - 4 days ago

    ADP, Inc. Montréal, QC, Canada

    ADP recrute un consultant en gestion des effectifs. Dans ce poste, vous serez responsable de mettre en œuvre et de soutenir la solution ADP Workforce Manager afin d'atteindre tous les indicateurs de performance clés du département, en fournissant avec succès des services de conse ...

  • ADP

    Consultant Workforce Manager

    Found in: beBee S2 CA - 2 weeks ago

    ADP Montreal, Canada Full time

    Titre du poste: WFM Consultant · ADP recrute un consultant en gestion des effectifs. Dans ce poste, vous serez responsable de mettre en œuvre et de soutenir la solution ADP Workforce Manager afin d'atteindre tous les indicateurs de performance clés du département, en fournissant ...

  • TechnoGénie - Chasseurs de Talents

    consultant, management

    Found in: Talent CA 2 C2 - 5 days ago

    TechnoGénie - Chasseurs de Talents Montreal, Canada

    Education: Bachelor's degree · Experience: 5 years or more · Financial benefits · As per collective agreement · Registered Retirement Savings Plan (RRSP) · Other benefits · Learning/training paid by employer · Other benefits · Paid time off (volunteering or personal days) · Work ...

  • The Barton Partnership

    Manager OR Senior Consultant

    Found in: Appcast CA C2 A - 3 days ago

    The Barton Partnership Montreal, Canada

    Overview: · Global commodities business looking to grow its internal management consulting arm. At a fundamental level, this team supports the wider organization to own and solve its critical business problems internally. Our client operates in 35 countries and has been in opera ...

  • LanceSoft, Inc.

    Change Management Consultant

    Found in: Appcast CA C2 A - 3 days ago

    LanceSoft, Inc. Montreal, Canada

    Job Description · The HCM Department is undergoing an exciting period of change. Work is underway to future proof the workforce, modernize our employee experience, transform our existing processes and systems, and build the talent to win. The department is looking for an experien ...

  • Hatch

    Engagement Manager, Management Consulting

    Found in: Talent CA C2 - 3 days ago

    Hatch Montreal, Canada

    Requisition ID: 91801 · Job Category: Consulting · Location: Montreal, QC, Canada · Join a company that is passionately committed to the pursuit of a better world through positive change. With more than 65 years of business and technical expertise in , , and , our in tirele ...

  • Hatch

    Engagement Manager, Management Consulting

    Found in: Talent CA C2 - 3 days ago

    Hatch Montreal, Canada

    Requisition ID: 91801 · Job Category: Consulting · Location: Montreal, QC, Canada · Join a company that is passionately committed to the pursuit of a better world through positive change. With more than 65 years of business and technical expertise in mining, energy, and infras ...

  • Genpact

    Consultant, Project Manager

    Found in: Talent CA C2 - 2 days ago

    Genpact Montreal, Canada Full time

    Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our p ...

  • Royal Bank of Canada>

    Portfolio Management Consultant

    Found in: Talent CA C2 - 5 days ago

    Royal Bank of Canada> Montreal, Canada

    Job Summary · Job Description · What is the opportunity? · In this role, you will provide insight and advice on portfolio management best practices, linking conceptual strategies of trading and rebalancing portfolios. You will assist teams in making knowledgeable decisions and an ...

  • 0000050599 RBC Dominion Securities Inc.

    Portfolio Management Consultant

    Found in: Talent CA C2 - 5 days ago

    0000050599 RBC Dominion Securities Inc. Montreal, Canada Full time

    Job Description · What is the opportunity? In this role, you will provide insight and advice on portfolio management best practices, linking conceptual strategies of trading and rebalancing portfolios. You will assist teams in making knowledgeable decisions and analysis of busin ...

  • Beneva

    Customer Relations Tool Management Consultant

    Found in: Talent CA C2 - 4 days ago

    Beneva Longueuil, Canada Full time

    Description · : Commeconseiller(-ère), vous serezresponsable de définir, dans un premier temps,la vision, la stratégie et les orientations entourant des outils transversaux de gestion de la relation client (CRM) de l'organisation. Vouscontribuerez ainsi à mettre les bases de la ...

  • Epam

    Consultant, Organizational Change Management

    Found in: Talent CA C2 - 5 days ago

    Epam Montreal, Canada

    Description · As a Consultant within our Organizational Change Management Consulting practice , you will introduce and drive change activities to help clients transform their business and recognize the greatest value from technology-driven initiatives, very often initiated by EP ...

  • Bell

    Senior Manager, Solutions Consulting

    Found in: beBee S2 CA - 4 days ago

    Bell Montreal, Canada

    Req Id: · At Bell, we do more than build world-class networks, develop innovative services and create original multiplatform media content - we advance how Canadians connect with each other and the world. · If you're ready to bring game-changing ideas to life and join a communit ...

  • Genpact

    Lead Consultant Incident Manager, L3

    Found in: Talent CA C2 - 5 days ago

    Genpact Montreal, Canada Full time

    Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our p ...

  • ICAO - International Civil Aviation Organization

    Consultant – People Manager Program Development

    Found in: beBee S2 CA - 1 week ago

    ICAO - International Civil Aviation Organization Montreal, Canada Freelance

    Result of Service · Perform the duties as described. · Work Location · Montréal, Canada · Expected duration · The duration of this assignment is 8 months. · Duties and Responsibilities · THE ORGANIZATIONAL SETTING The Bureau of Administration and Services (ADB) plays a lead role ...