Top Benefits
About the role
Job Description
What is the opportunity?
RBC InvestEase is a discretionary investment management service that provides professionally managed ETF portfolios and access to high quality advice for clients. Join a fast-growing business and have the opportunity to help shape the future of digital investment advice in Canada.
As a Portfolio Advisor, you are the primary point of contact for clients seeking personal assistance with their investments, questions and concerns, and as such you will maintain and build client relationships through exceptional client service and trusted investment advice. You will provide investment advice to clients via electronic channels (telephone and email) relating to all elements of the know-your-client (KYC) process including risk tolerance, investment objectives, & time horizon while assisting clients across Canada in achieving their financial goals.
What will you do?
- 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
What do you need to succeed?
Must-have
- 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-have
- Strong MS Excel (VBA), python & programming skills
- Fluent in French (verbal and written communication)
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.
- 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.
Job Skills
Additional Job Details
Address:
WATERPARK PLACE, 20 BAY ST: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:
2025-09-23
Application Deadline:
2025-10-07
Note**:** Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I****nclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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 jobs.rbc.com.
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
Top Benefits
About the role
Job Description
What is the opportunity?
RBC InvestEase is a discretionary investment management service that provides professionally managed ETF portfolios and access to high quality advice for clients. Join a fast-growing business and have the opportunity to help shape the future of digital investment advice in Canada.
As a Portfolio Advisor, you are the primary point of contact for clients seeking personal assistance with their investments, questions and concerns, and as such you will maintain and build client relationships through exceptional client service and trusted investment advice. You will provide investment advice to clients via electronic channels (telephone and email) relating to all elements of the know-your-client (KYC) process including risk tolerance, investment objectives, & time horizon while assisting clients across Canada in achieving their financial goals.
What will you do?
- 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
What do you need to succeed?
Must-have
- 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-have
- Strong MS Excel (VBA), python & programming skills
- Fluent in French (verbal and written communication)
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.
- 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.
Job Skills
Additional Job Details
Address:
WATERPARK PLACE, 20 BAY ST: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:
2025-09-23
Application Deadline:
2025-10-07
Note**:** Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I****nclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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 jobs.rbc.com.
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.