Top Benefits
About the role
Job Description
What is the opportunity?
The Senior Investment Strategist leverages RBC's breadth of investment capabilities across Wealth Management and Capital Markets to provide strategic insights and guidance to Enterprise Strategic Clients within the Private Trading Office and Global Investment Office. This role shapes portfolio positioning and client outcomes by synthesizing global macroeconomic trends, geopolitical developments, and market dynamics into actionable recommendations. The Senior Investment Strategist enhances client conversations, supports portfolio construction decisions, and strengthens RBC's advisory approach, enabling sophisticated clients to navigate complexity, identify opportunity, and achieve their investment objectives in a competitive marketplace.
The Private Trading Office is a multi-billion-dollar bespoke brokerage business within RBC Dominion Securities offering global investment advisory and trade execution services to sophisticated Ultra High Net Worth (UHNW) clients, family offices, and Enterprise Strategic Clients (ESC). Strategically aligned with the ESC group while operating as a regulated entity on the RBC Dominion Securities platform, Private Trading delivers integrated capital markets and wealth management capabilities designed to serve RBC's most valued clients through a seamless, client-centered approach.
What will you do?
- Conduct comprehensive multi-asset research and analysis to identify attractive opportunities, emerging risks, and thematic trends across global markets and asset classes.
- Develop and communicate compelling investment strategies and tactical recommendations tailored to ultra-high-net-worth client profiles, risk tolerances, and objectives.
- Monitor macroeconomic indicators, central bank policy, geopolitical events, and market valuations to provide timely, value-added market commentary and positioning guidance.
- Collaborate with the ESCG Global Investment Office Investment Committee and PTO trading team to translate strategy into portfolio implementation and ensure seamless client execution.
- Produce high-quality written and visual materials—including market outlooks, strategy presentations, and client briefings—that distill complex analysis into clear, persuasive narratives.
- Build and maintain relationships with internal and external thought leaders, economists, and market experts to stay at the forefront of investment thinking and emerging opportunities.
- Cultivate strategic partnerships across the enterprise to drive business growth, explore solutions to address evolving client needs, and solve complex issues effectively.
- Collaborate with Investment Strategy teams across Capital Markets, DS, and GAM to identify how private and public market investments can enhance the ESCG PTO and GIO offering.
What do you need to succeed?
Must haves:
- 10+ years of investment strategy, research, or portfolio management experience, with demonstrated expertise in multi-asset analysis and client-facing strategy development.
- Deep knowledge of equities, fixed income, alternatives, and other asset classes, with the ability to synthesize across markets and identify cross-asset opportunities.
- Strong track record of developing actionable, forward-looking recommendations backed by rigorous analysis and sound judgment.
- Advanced proficiency with financial modeling, portfolio analytics tools, and investment management systems.
- Proven experience serving or advising ultra-high-net-worth clients, institutional investors, or family offices.
Nice-to-have:
- Ability to structure and break down complex problems to find and implement solutions
- Self-motivated and able to operate well in a fast pace environment
- Team-player, collaborative, solution focused mindset, with a passion for business and clients
- Excellent communication skills
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 bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
- 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.
- Flexible work/life balance options.
- Opportunities to do challenging work.
- Opportunities to take on progressively greater accountabilities.
- Access to a variety of job opportunities across business.
Job Skills
Communication, Critical Thinking, Detail-Oriented, Economic Analysis, Financial Regulation, Interpersonal Relationship Management, Personal Development, Personal Initiative, Portfolio Management, Quantitative Methods
Additional Job Details
Address:
ROYAL BANK PLAZA, 200 BAY ST:TORONTO
City:
Toronto
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-05-15
Application Deadline:
2026-05-30
Note**:** Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At 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.
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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.