Job Description

What is the opportunity?

As an Investment Strategist in our Portfolio Advisory Group (PAG), you will be responsible for enabling RBC US Wealth Management’s (USWM) Financial Advisors by delivering consistent investment advice and solutions to their clients with the highest level of competency and confidence. Specifically, the Investment Strategist will work alongside the Multi-Asset Portfolio Strategist, Wealth Strategist, and other internal teams on developing, coordinating, and executing high-net-worth (HNW) capabilities and empowering Financial Advisors with better capabilities around personalized investment plans for our clients.

What will you do?

Advisor Support and Client Engagement: Participate in activities to ensure the successful development, execution, and promotion of USWM HNW capabilities.

Collaborate with financial advisors, acting as a primary point of contact for PAG for HNW.Responsible for providing high-touch service, on-going comprehensive investment advice and guidanceActivities will be related to all aspects of investment advice including bespoke asset allocation, investment policy statement development, investment selection, risk management, and ongoing portfolio reviewsCoordinate with other internal wealth strategists and partners to ensure a holistic, unified team approach to relationshipsDesign complex investment solutions in accordance with HNW client’s investment objectives including income, charitable giving, and tax-efficiency  Create and implement a proactive service model for managing relationshipsGather, organize, and prepare investment presentations for HNW client meetingsPerform client portfolio reviews on a regular basis in conjunction with or on direction of the financial advisor or other internal partnersStrong understanding of the dynamics and intricacies of the global markets, and the ability to assess risk and opportunity across asset classes (e.g., fixed income. equity, and private alternatives)Stay current on market trends to make informed investment decisions

Work with internal investment committee members to analyze the current economic and market environment to develop and communicate investment views and recommendations.

Represent our investment philosophy in client meetings and marketing effortsCommunicate market (our cross-asset investment views) and economic perspectives to clients, via client presentations, publications or product-oriented marketing programsRelate key market developments to the positioning within managed portfolios to clients

Assist in the design, implementation, and ongoing enhancement of the firm’s strategic asset allocation framework.

Work with internal partners to ensure consistent delivery/knowledge of asset allocation framework – serve as a trusted resource on asset allocationCreate educational and marketing materials around the firm’s strategic asset allocation framework including regular client approved commentary on asset allocation and other investment concepts, and provide timely and thoughtful responses to financial advisors seeking advice with respect to asset allocation and multi asset portfolio construction

What do you need to succeed?

Must-have

Bachelor’s degree, preferably in Finance or Economics10+ years financial industry experience5+ years of experience as an investment strategist or similar roleFINRA Series 7 and 66 licensesPrevious experience working with financial advisorsExhibits wealth management and investment products expertise including equities, fixed income, and alternative investmentsAble to listen to client’s needs and make decisions/take actions that help clients achieve their long-term goalsEffective problem identification, analytical and resolution skillsAbility to distill complex or detailed financial information into key points and a recommendationKnowledge of investment management disciplines such as asset allocation, portfolio construction, risk return analytics, performance measurement and reportingStrong ability to interact with all levels of staff. Must be able to maintain relationships that will relate to the overall success of the established firm goals

Nice-to-have

CFA®, CAIA®, or CFP® designation or working to obtain2+ years HNW client experiencePortfolio management experienceExperience in investment performance and risk analysis, particularly as it relates to multi-asset portfolio managementExperience recommending and researching private investment opportunities and how they fit into a well-diversified high-net worth portfolio

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 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 value

Job Skills

Derivatives, Investment Consulting, Investment Performance Measurement, Investment Risk Management, Investments, Investments Analysis, Long Term Planning, Portfolio Management, Product Services, Risk Control

Additional Job Details

Address:

250 NICOLLET MALL:MINNEAPOLIS

City:

Minneapolis

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-12-23

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion 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.

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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.