What is the opportunity?

As Associate Investment Counsellor (AIC), PH&N Investment Counsel, you will partner with experienced Investment Counsellors (IC) to construct customized investment strategies for high net worth (HNW) individuals, trusts, and charitable foundations. You will be responsible for assisting ICs in implementing the strategy 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 your way into transitioning to the role of Investment Counsellor over a two-year period.

For more information, please visit: https://www.rbcwealthmanagement.com/en-ca/phn

What will you do?

• As a relationship manager, you will develop internal and external referral networks

• Develop and execute a business plan

• Develop, document, and maintain a profile for each client including next steps to increase and solidify relationships

• Attend client meetings as required, including prospect and annual review meetings

• Conduct effective client discovery

• Implement action plans and proactively manage client portfolios; monitor and rebalance portfolios, ensure consistency with Investment Policy Statements and portfolio risk management strategies and policies

• Act as primary contact for clients with respect to questions and inquiries regarding their portfolios

• Ensure that all actions taken meet RBC PH&N Investment Counsel, RBC, and industry compliance requirements

What do you need to succeed?

Must Have

• University degree, preferably in Business or Economics

• Chartered Financial Analyst designation, or at least completion of CFA Level 1

• Business Development Experience

• Relationship Management Experience

• Ability to communicate with clients about investment, economic, financial, and taxation issues

• Exceptional written and verbal communication skills

Nice to Have

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

• CFP or PFP

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 including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

• Flexible life work/balance options

• Ability to make a difference and lasting impact

• Work in a dynamic, collaborative, progressive, and high-performing team

• Opportunities to building close relationships with clients