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 Dominion Securities 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.

Responsibilities

• Conduct one-on-one meetings with both discretionary and non-discretionary teams to determine their investment philosophy and implementation strategy.
• Build and maintain relationships with new and existing Portfolio Managers (discretionary licensed Investment Advisors) and their teams within RBC Dominion Securities.
• Discuss best practices regarding Investment Policy Stat...