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Director, Portfolio Advisors
RBC Financial Group
Ontario Toronto, , Canada
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What is the opportunity?
This position is an exciting opportunity to be part of a new business start-up in one of Canada’s most trusted and successful banks. We deliver digital & automated investment advice and portfolio management, for retail investors. Our purpose is to help clients thrive: by helping them invest easily, at a low cost, and with smart advice.
You play a critical role in leading the delivery of our client experience—by recruiting, training, and managing the team of Portfolio Advisors serving our Online Advice client base. You will develop and implement policies and processes to ensure alignment with client experience strategy and compliance. And provide the day-to-day management, coaching and regulatory supervision of the Portfolio Advisor team.
What will you do?
• Establish and implement the vision of the Portfolio Advisor Channel, developing and implementing a multi-year strategy
• Develop and implement an onboarding and continuing education program for advisors
• Provide ongoing leadership, coaching and development to the advisor team
• Work with Compliance to create, implement and maintain a Regulatory Compliance Management program for the Online Advice business
• Prepare and manage an annual operating plan
• Act as a Designated Supervisor, assisting with the review and approval of new accounts and daily trade review
• Lead Online Advice initiatives and strategies, managing and monitoring progress to ensure alignment to priorities
What do you need to succeed?
Must-have
• Chartered Financial Analyst (CFA) or Chartered Investment Manager (CIM) designation
• 5 – 10 years’ experience in the financial services industry
• 3+ years’ experience in a client-facing investment advisory role
• 3 – 5 years people management experience leading advisory teams
• Expert knowledge of compliance pertaining to the investment advice industry
• Strong communication and collaboration skills
Nice-to-have
• Certified Financial Planner (CFP) or Personal Financial Planner (PFP) designation
• Strong interpersonal skills
• Ability to lead, manage and make decisions under conditions of ambiguity
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 performance based bonuses, flexible benefits and competitive compensation
• Leaders who support your development through coaching and managing opportunities
• A collaborative dynamic culture where personal initiative and hard work are recognized and rewarded
• A unique opportunity for personal and professional growth
About RBC
Royal Bank of Canada is Canada’s largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America’s leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit rbc.com.
Inclusion and Equal Opportunity Employment
RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.Posting Notes: