Senior Portfolio Advisor

Job DescriptionWhat is the opportunity?As a Senior Portfolio Advisor, you will join the U.S. Equities team within RBC’s Portfolio Advisory Group. The Portfolio Advisory Group provides portfolio management, service and support, and thought leadership that enables RBC Wealth Management advisors to deliver client investment solutions with the highest level of competency and confidence.The U.S. Equities team manages six Guided Portfolios across key public equity investment factors such as dividends, growth, core, value, and international. The team is also a key service and support touchpoint for RBC advisors seeking research and viewpoints on public equities. As a Senior Portfolio Advisor, you will provide professional portfolio management on the Guided Portfolio: All Cap Growth, plus service and thought leadership to RBC advisors relating to equity securities. You will play an important role in equity portfolio management and maintaining visibility with RBC advisors.What will you do?Collaborate as an Investment Committee member on the management of Guided Portfolio: All Cap GrowthConduct in-depth research on individual companies, develop actionable investment ideas, formulate equity portfolio construction, and collaboratively manage overall investment strategyProcess a wide-array of research, news, reports, investment publications and company/analyst meetings to form independent investment opinions with due consideration to risksServe as a thought-leader for the team from an investment perspective as it applies to individual securities, sector views and portfolio positioningConduct in-person/video presentations on the equity market to RBC advisors and their clients; some travel requiredChampion the team’s investment thoughts through written commentary and conference call participationProvide proactive service with timely and thoughtful responses to RBC advisors seeking advice with respect to equity securitiesBuild personal relationships and provide proactive and timely service to RBC advisorsServe as a knowledge base regarding RBC Capital Markets research and other research partnersCultivate and manage relationships with RBC Capital Markets analystsWhat do you need to succeed?Must-haveProfessional experience investing in or analyzing growth stocksCombination of MBA and CFA, or possess one designation while in the process of obtaining the other10+ years’ direct industry experience in financial services with 5-7 years in portfolio management or equity researchDemonstrated investment knowledge of capital markets and the global economyStrong understanding of equity markets and portfolio managementAbility to collaborate with team members and manage a model portfolio that reflects the views of the group and adheres to the investment mandateAbility to generate unique ideas and analysis using disparate information to incorporate into an investment decisionRequired Licensing: Series 7 and 66, or ability to obtain within 180 daysNice-to-haveAbility to understand the Financial Advisor’s business and identify themes and issues that can have an impact on their businessExperience working as part of a geographically diverse teamWorking knowledge of analytical and market research tools including Morningstar, FactSet, and BloombergWhat’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 include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.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.Opportunities to do challenging work.Opportunities to build close relationships with clients.The expected salary range for this particular position is $90,000-$160,000, depending on your experience, skills, and registration status, market conditions and business needs.You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:Drives RBC’s high-performance cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder valueJob SkillsAdaptability, Critical Thinking, Customer Service, Detail-Oriented, Financial Engineering, Financial Statement Analysis, Investments Analysis, Personal Development, Personal Initiative, TeamworkAdditional Job DetailsAddress:250 NICOLLET MALL:MINNEAPOLISCity:MinneapolisCountry:United States of AmericaWork hours/week:40Employment Type:Full timePlatform:WEALTH MANAGEMENTJob Type:RegularPay Type:SalariedPosted Date:2026-08-31Application Deadline:Note:Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveOur Employment OpportunitiesAt RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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 CommunityStay 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.RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.Job SummaryJob number: R-0000186493Date posted : 2026-09-01Profession: Customer Service | Client Advice | SalesEmployment type: Full time