Job Description & How to Apply Below
RBC PH&N Investment Counsel ("RBC PH&N IC") is one of Canada’s leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary investment management and privileged access to the expertise of our RBC Wealth Management Services team which includes highly accredited lawyers, accountants, and financial planning specialists.
What is the opportunity?
As part of a dynamic team at our Kelowna office, you will be responsible for assisting Investment Counsellors and other members of the team in providing daily portfolio maintenance administration and superior service to high net worth clients of RBC Phillips, Hager & North Investment Counsel Inc.
What will you do?
Identify, investigate, and resolve all client inquiries, administrative errors, etc.
Be a key support to the administrative activities and responsibilities of the team
Ensure trades are processed accurately and on a timely basis
Manage all aspects of account opening and documentation and maintain client cash flows and balances
Maintain records and files and attend client meetings as required.
Proactively assist with client management of appointments and scheduled meetings / calls
Stay current with all RBC Policies & Procedures
Assist other team members and continue to strengthen cross-business working relationships.
What do you need to succeed?
Must-have
University Degree
CSC or willing to complete within 6 months
Minimum of 2 years’ experience in a similar role in the Investment Industry
Advanced proficiency in MS Office ( Excel, Word, PowerPoint)
Be able to work under high pressure
Strong attention to detail
Positive work ethic
Nice-to-have
Interested in pursuing the CFP or CFA
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.
Challenging work
Variety of assignments
Financial strength and a strong brand
Prestige
Management that supports your work and progression
Job Skills
Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities
The expected salary range for the above position is $41,000 - 60,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.
This position may be eligible to receive a discretionary/variable incentive payment.
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Position Requirements
10+ Years
work experience
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