Associate Investment Counsellor Jobs

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Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title

Associate Investment Counsellor

What is the opportunity?

At PH&N we provide care, expertise & stewardship to earn client trust and be part of their life journey. As part of the RBC enterprise, we are an integrated Wealth & Investment Counselling firm, dedicated to serving the unique needs of Canadian families. We offer a wealth focused approach that weaves together financial and life goals with disciplined investment management.

As a member of RBC Phillips, Hager & North Investment Counsel, the Associate Investment Counsellor (AIC) works with experienced Investment Counsellors (IC) to construct customized wealth and investment strategies for high-net-worth (HNW) individuals, trusts, and charitable foundations. The AIC is responsible for assisting ICs in implementing strategies and managing and monitoring the client portfolios on an ongoing basis. Under the mentorship of an IC, the AIC must exhibit client acquisition skills and the ability to actively close HNW target prospects. The ultimate purpose of this role is for the AIC to develop the necessary skills to transition to the role of IC over a two-year period.

What will you do?

• Attend client meetings as required, including prospect and annual review meetings
• Act as primary contact for clients with respect to questions and inquiries regarding their portfolios
• Develop internal and external referral networks
• Implement action plans and proactively manage client portfolios; monitoring and rebalancing portfolios ensuring consistency with Investment Policy Statements and portfolio risk management strategies and policies
• Develop and execute a business plan
• Develop, document, and maintain a profile for each client including next steps to increase and solidify relationships
• Ensure that all actions taken meet RBC Phillips, Hager & North Investment Counsel and industry compliance requirements
• Conduct effective client discovery

What do you need to succeed?

Must Have

• Portfolio management experience
• Ability to communicate with clients about investment, economic, financial, and taxation issues
• Chartered Financial Analyst designation or CIM or CFA Level 1 with ambitions to work towards completion
• Exceptional written and verbal communication skills
• University degree, preferably in Business or Economics
• Business development acumen

Nice to have

• Minimum of 5 years of professional experience within the investment industry
• CFP certification

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.

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

Job Summary

Address:

LONDON, Ontario, Canada

City:

CAN-ON-COLLINGWOOD, CAN-ON-LONDON, CAN-ON-NIAGARA FALLS, CAN-ON-OWEN SOUND, CAN-ON-SARNIA, CAN-ON-ST. CATHARINES

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2023-06-08

Application Deadline:

2023-07-08

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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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 rbc.com/careers.