Senior Portfolio Advisor

Senior Portfolio Advisor

Join the Portfolio Advisory Group in the U.S. Equities team, managing Guided Portfolios across dividend, growth, core, value and international factors. Provide professional portfolio management and supportive service to RBC Wealth Management advisors, enhancing equity portfolio solutions and maintaining visibility with the advisor community.

• Collaborate as an Investment Committee member on the management of Guided Portfolio:
  All Cap Growth.
• Research individual companies to formulate equity portfolio construction and collaboratively manage overall investment strategy.
• Process research, news, reports and company/analyst meetings to form independent investment opinions with risk consideration.
• Conduct in-depth research to evaluate relative value of equity securities, developing actionable investment ideas.
• Serve as a thought leader for the team with investment perspectives on securities, sector views and portfolio positioning.
• Champion the team’s thoughts for RBC advisors through written commentary, conference call participation and speaking engagements.
• Build personal relationships and provide proactive service to RBC advisors, responding thoughtfully to advice regarding equity securities.
• Serve as a knowledge base regarding RBC Capital Markets research and other research partners.
• Cultivate and manage relationships with RBC Capital Markets analysts.

• Professional experience investing in or analyzing growth stocks.
• Combination of MBA and CFA, or possess one designation while in the process of obtaining the other.
• 10+ years direct industry experience in financial services with 5-7 years in portfolio management or equity research.
• Strong understanding of equity markets and equity portfolio management.
• Ability to collaborate with team members and create model portfolios reflecting the group’s views and adhering to the mandate.
• Excellent interpersonal, oral, written and presentation skills.
• Strong and visible sense of judgment and confidence in market knowledge and sound advice.
• Strong ability to interact with all levels of staff, maintaining relationships vital to firm goals.
• Ability to generate unique ideas and analysis using disparate information for investment decisions.
• Required Licensing:
  Series 7, 63 or 66, or ability to obtain.

• Understanding the Financial Advisor’s business and identifying themes that impact their business.
• Experience working in a geographically diverse team.
• Working knowledge of analytical and market research tools including Morningstar, Fact Set, and Bloomberg.

• A comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable.
• Leaders who support your development through coaching and managing opportunities.
• Ability to make a lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.
• Opportunities to take on challenging work.
• Opportunities to build close relationships with clients.

The expected salary range for this position is $90,000–$160,000, excluding discretionary bonus and benefits such as 401(k) matching, health, dental, vision, life and disability insurance, and paid time‑off plan.

Location:

250 Nicollet Mall, Minneapolis, United States

Employment Type:

Full‑time – 40 hours per week – Salaried
Posted:
January 5, 2026

• Adaptability
• Critical Thinking
• Customer Service
• Detail‑Oriented
• Financial Engineering
• Financial Statement Analysis
• Investments Analysis
• Personal Development
• Personal Initiative
• Teamwork

Inclusion & Equal Opportunity Employment: At RBC, we believe an inclusive workplace that embraces diverse perspectives is core to our continued growth. We foster a respectful, belonging‑oriented environment where all employees can perform at their best and collaborate effectively to drive innovation and professional growth.