Investment Counsellor Jobs

University degree and 5+ years related investment counselling experience or investment management experience

Effectively communicate MPW’s investment philosophy and risk management approach to current and prospective clients

Take an investment consulting approach to discretionary investment management through Client Discovery and Needs Assessment

Effectively manage expense business development budgets to deliver financial results

Strong background in both finance and investments

Excellent verbal and communication skills

Ensure that all actions taken meet RBC Phillips, Hager & North Investment Counsel and industry compliance requirements

Exceptional written and verbal communication skills

Minimum of 5 years of professional experience within the investment industry

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

Opportunities to take on progressively greater accountabilities

Develop internal and external referral networks

Continuously update knowledge and skills in order to meet customer needs and interaction preferences.

You have excellent interactive skills sufficient to convey complex conceptual information involving extensive interpretation and opinion

Participate in the high performance sales culture as part of CIBC/CPIC.

Ensure day-to-day activities are compliant with policies, procedures, guidelines and legislation/regulations and escalate potential issues to IC

Maintain appropriate industry registration status.

Analyze market data to identify activities or conditions that may impact business.