Fixed Income Portfolio Advisor

RBC

Posted 3 months ago

Full Time

Minneapolis, Minnesota

In Person

Smart Summary

Responsibilities

The Fixed Income Portfolio Advisor assists financial advisors by providing actionable fixed income ideas, bond ladder proposals, and portfolio reviews. They are responsible for synthesizing complex market events and educating advisors on fixed income technology platforms.

Qualifications

We are looking for a Fixed Income Portfolio Advisor to assist financial advisors with fixed income portfolios. The ideal candidate will have a Bachelor’s degree in finance or economics and 1-3 years of fixed income markets experience. Strong communication, organizational, and computer skills are essential for success in this role.

Job Description

Job Description

What is the opportunity?

As a Fixed Income Portfolio Advisor, you will be responsible for aiding financial advisors with fixed income portfolios which will include providing actionable fixed income ideas, bond ladder proposals, portfolio reviews, and concisely articulating views on events impacting fixed income markets.

What will you do?

  • Work collaboratively with more senior team members
  • Point person to assist financial advisors with all facets of the fixed income market
  • Basic understanding of markets and policy developments and the impact on fixed income assets
  • Basic ability to synthesize complex events and ideas down to their most salient points
  • Basic ability to analyze absolute and relative credit quality
  • Ability to understand and educate advisors about fixed income technology platforms
  • Promptly respond to trader and financial advisor requests
  • Provide written ideas and commentary to daily and monthly publications

What do you need to succeed?

Must-have

  • Bachelor’s degree; a major in finance or economics is preferred
  • 1-3 years of fixed income markets related experience
  • Demonstrated ability to be flexible and patient in stressful situations and prioritize while under pressure
  • Strong organizational skills and ability to multi-task and work independently in a fast-paced customer-centric environment
  • Strong written, verbal and interpersonal communications skills with ability to succinctly convey information
  • Strong computer skills with proficiency in MS Excel, Bloomberg, and PowerPoint

Nice-to-have

  • Series 7 and 63 or 66 licenses
  • Advanced Degree or Chartered Financial Analyst designation

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 $70,000-$130,000, 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 culture
  • Enables collective achievement of our strategic goals
  • Generates sustainable shareholder returns and above market shareholder value

Job Skills

Communication, Credit, Credit Markets, Critical Thinking, Detail-Oriented, Effective Written Communication, Fixed Income Investments, Interpersonal Communication, Interpersonal Relationship Management, Personal Initiative, Public Speaking, Verbal Communications

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:

2026-04-08

Application Deadline:

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.

Join our Talent Community

Stay 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.

RBC

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact. http://rbc.com/legalstuff. La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social. https://www.rbc.com/conditions-dutilisation/
Runway Icon
Boost Your Interview Chances

With Runway

See Your Fit for This Role

1-5 min

Your Score

?

Top Applicants

90%

Your Job Search Advantage

Key Gaps & Next Steps:

Address these in your resume & Interview

Top Strengths For This Role

Highlight these in your cover letter & interview

Your Interview Guide

A Personalized Interview Strategy

Freshest Opportunities

Never Miss a Good Fit

Get notified when jobs mach your criteria