Investment Counsellor

Join to apply for the  Investment Counsellor  role at  RBC .

Posted Date:
Final date to receive applications:

What is the opportunity?
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 will you do?

Build both internal and external networks to capitalize on business opportunities

Develop, document and maintain an ongoing profile for each HNW client including next steps to solidify this key relationship

Applying your business development skills, you will develop and achieve business plan objectives including key people, markets, and partnering initiatives

Construct customized wealth management strategies, proposals and action plans for existing and potential clients

Provide training/mentorship to new employees as required

Partner with wealth management specialists to offer personal estate & financial planning, and business succession planning solutions to HNW clients

Leverage full RBC Financial Group capabilities, including specialized sales force, alternative delivery channels and service partners

As a valued team member, you will enhance our positive and collaborative work environment

Ensure all documentation meets regulatory compliance requirements

What do you need to succeed?
Must Have

Chartered Financial Analyst (CFA) designation

University Degree in a related field (Business and/or Economics)

Must have an established client base and external network

Minimum 5 years investment industry experience, specifically portfolio management

Strong entrepreneurial experience with solid relationship management experience

Ability to manage complex personal and family dynamics

Proven Sales / Marketing experience

Nice to Have

Financial Planning Designation (CFP, PFP or RFP)

Other professional designations ( CA or LLB)

Canadian Securities Course (CSC)

What’s in it for you?

Challenging work

Variety of assignments

Financial strength and a strong brand

Prestige

High level of autonomy

Compensation Philosophy
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:

Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services

Additional Job Details
Address:  ST:

LANGLEY
City:
Langley
Country:
Canada
Work hours/week: 37.5

Employment Type:

Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular

Pay Type:

Commission
Posted Date:
Final date to receive applications:

Note:

Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above.

Inclusion and Equal Opportunity Employment
At 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 lified applicants may be contacted to review their resume in more detail.

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