Bilingual Portfolio Advisor

RBC • Montreal, QC

10d • Onsite

About The Position

RBC InvestEase is a discretionary investment management service that provides professionally managed ETF portfolios and access to high quality advice for clients. This role offers the opportunity to join a fast-growing business and help shape the future of digital investment advice in Canada. As a Portfolio Advisor, you will be the primary point of contact for clients seeking personal assistance with their investments, questions, and concerns. You will maintain and build client relationships through exceptional client service and trusted investment advice, providing investment advice via electronic channels (telephone and email) related to the know-your-client (KYC) process, including risk tolerance, investment objectives, and time horizon, to assist clients across Canada in achieving their financial goals.

Requirements

• Fluent in French (verbal and written communication)
• Chartered Investment Manager (CIM) designation or Chartered Financial Analyst (CFA) Level 1 or higher
• Registration with IIROC or a provincial securities regulator in which you accumulated 2+ years’ relevant investment management experience within the last 5 years
• 2+ years’ experience in a client-facing investment advisory/management role
• Professional oral and written communication and facilitation skills
• Highly organized with ability to multitask and shift priorities effectively.
• Positive attitude, enjoys people, and motivated to help others
• Strong problem resolution and comfortable with ambiguity

Nice To Haves

• Strong MS Excel (VBA), python & programming skills

Responsibilities

• Educate clients by explaining the features, fees and benefits of RBC InvestEase
• Manage the administrative client onboarding process (e.g. scheduling client appointments, and dealing with non - responsive clients)
• Monitor the RBC InvestEase General Inquiries mailbox on a daily basis and respond to clients as necessary
• Manage the daily trading of InvestEase client portfolios.
• Generate client communications, market commentaries and engagement resources for a diverse client audience.
• Participate in Investment Committee meetings by contributing to topics that are related to the RBC InvestEase investment process or portfolios, anticipating client questions regarding recent economic events, macroeconomic trends or financial markets
• Collaborate with the broader RBC InvestEase & RBC Direct Investing teams (including operations, strategy and product development) to provide client feedback or client insights for the purposes of improving the overall client experience
• Handle client concerns and/or complaints and escalate in compliance with internal policies and procedures
• Responsible to identify, manage, and if necessary, escalate the risks and/or control deficiencies

Benefits

• 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.
• Flexible work/life balance options.
• Opportunities to do challenging work.
• Opportunities to take on progressively greater accountabilities.
• Access to a variety of job opportunities across business.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees