Investment Counsellor

1 week ago

Vancouver, British Columbia, Canada Royal Bank of Canada Full time

Job Summary


As an Investment Counsellor ("IC") and a key member of our professional Wealth Management Team, you will construct and implement customized solutions for high-net-worth ("HNW") clients based on an in depth understanding of their needs and objectives.

Located in our Vancouver or Victoria offices, you will join our team of over 125 highly qualified ICs coast-to-coast who enjoy a merited reputation of integrity, investment insight, personalized client service and a tailored approach to discretionary wealth management focused on our clients' unique needs and complex circumstances.


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.
  • Construct customized wealth management strategies, proposals and actions plans for existing and potential clients.
  • Deliver quality advice to clients by keeping current on product, industry, investment, tax and legislative developments.
  • Partner with RBC wealth management specialists to offer personal estate and 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.
  • Participate in high profile community, center of influence and charitable events.
  • Ensure all client documentation meets regulatory compliance requirements.
  • As a valued team member, you will enhance our positive and collaborative work environment.

What do you need to succeed?

Must Have

  • Current licensing as an Advising Representative ("AR").
  • Chartered Financial Analyst (CFA) or CIM designation.
  • An established client base and external network.
  • Minimum 5 years investment industry experience, specifically discretionary portfolio management.
  • Strong entrepreneurial experience with solid relationship management experience.
  • Ability to manage complex personal and family dynamics.
  • Proven sales and marketing experience and demonstrated social media presence.

Nice to Have

  • University Degree in a related field (Business and/or Economics).
  • Financial Planning Designation (e.g., CFP, PFP, RFP).
  • Other professional designations (e.g., CA, LLB, LLQP)
  • Canadian Securities Course (CSC)

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 are a wealth-based firm that is growing and investing in the business so that our Investment Counsellors can succeed and thrive.

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.
  • High level of autonomy.
This position is compensated based on production generated by you or your team.

This position may be eligible to receive a discretionary/variable incentive payment.

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

Additional Job Details

Address:

VANCOUVER MAIN BRANCH (B), 1055

GEORGIA ST W:

VANCOUVER

City:

VANCOUVER

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Commission

Posted Date:

Application Deadline:

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.


Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

  • Investment Counsellor

    1 week ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Job SummaryAs an Investment Counsellor ("IC") and a key member of our professional Wealth Management Team, you will construct and implement customized solutions for high-net-worth ("HNW") clients based on an in depth understanding of their needs and objectives. Located in our Vancouver or Victoria offices, you will join our team of over 125 highly qualified...

  • Associate Portfolio Manager

    1 week ago

    Vancouver, British Columbia, Canada Royal Bank of Canada Full time

    Job SummaryWhat 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...

  • Community Living Counsellor

    1 week ago

    Vancouver, British Columbia, Canada Community Living Society Full time

    About Us:The Community Living Society (CLS) is an innovative non-profit organization which since 1978 has been dedicated to supporting adults with intellectual and developmental disabilities so that they can live full, productive and meaningful lives. We are leaders in providing quality Person Centred support through our residential, individualized and...

  • Individualized Supports Counsellor

    1 week ago

    Vancouver, British Columbia, Canada Community Living Society Full time

    About Us The Community Living Society (CLS) is an innovative, non-profit organization who since 1978 has been dedicated to supporting adults with intellectual and developmental disabilities live full, productive and meaningful lives. We are leaders in providing quality Person Centred support through our residential, individualized and community based...

  • Community Living Counsellor

    1 week ago

    Vancouver, British Columbia, Canada Community Living Society Full time

    About UsThe Community Living Society (CLS) is an innovative non-profit organization which since 1978 has been dedicated to supporting adults with intellectual and developmental disabilities so that they can live full, productive and meaningful lives. We are leaders in providing quality Person Centred support through our residential, individualized and...

  • Postdoctoral Research Fellow

    1 week ago

    Vancouver, British Columbia, Canada The University of British Columbia Full time

    Academic Job Category Faculty Non Bargaining Job Title Postdoctoral Research Fellow Department Brotto Laboratory | Department of Obstetrics and Gynaecology | Faculty of Medicine (Lori Brotto) Posting End Date June 17, 2024 Note: Applications will be accepted until 11:59 PM on the day prior to the Posting End Date above. Job End Date ...

  • directeur de la performance sociale

    1 week ago

    Vancouver, British Columbia, Canada Connective Full time

    Connective is a dynamic non-profit organization that provides innovative programming in the social services sector. We strive to create safe, healthy, and inclusive communities for all. ROLE PURPOSE On behalf of the registered society's membership, potential volunteers, funders, donors, and all stakeholders, the members of the Board of Directors oversee the...

  • Contact Centre Representative

    1 week ago

    Vancouver, British Columbia, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Research Associate, Actualizing Indigenous Data Sovereignty Principles

    1 week ago

    Vancouver, British Columbia, Canada The University of British Columbia Full time

    Academic Job Category Faculty Non Bargaining Job Title Research Associate, Actualizing Indigenous Data Sovereignty Principles Department Research | Human Early Learning Partnership | School of Population and Public Health (Mariana Brussoni) Posting End Date June 30, 2024 Note: Applications will be accepted until 11:59 PM on the Posting...

  • Investment Counsellor

    2 weeks ago

    Vancouver, Canada Royal Bank of Canada Full time

    **Job Summary** As an Investment Counsellor (“IC”) and a key member of our professional Wealth Management Team, you will construct and implement customized solutions for high-net-worth (“HNW”) clients based on an in depth understanding of their needs and objectives. Located in our Vancouver or Victoria offices, you will join our team of over 125...

  • Investment Counsellor

    1 day ago

    Vancouver, Canada RBC - Royal Bank Full time

    Job SummaryAs an Investment Counsellor ("IC") and a key member of our professional Wealth Management Team, you will construct and implement customized solutions for high-net-worth ("HNW") clients based on an in depth understanding of their needs and objectives. Located in our Vancouver or Victoria offices, you will join our team of over 125 highly qualified...

  • Community Living Counsellor

    3 days ago

    North Vancouver, Canada Community Living Society Full time

    **About the Opportunity**: Reporting to the Manager of Staffed Homes, the Community Living Counsellor, Team Lead will provide support to the Manager in all aspects of team leadership, and home support. You will act as a day to day contact, problem solver and coach for a team of Community Living Counsellors. You will work closely with the team to provide...

  • Manager, Practice Enablement

    2 months ago

    Vancouver, Canada Royal Bank of Canada Full time

    **Job Summary** **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...

  • Contact Centre Representative

    3 weeks ago

    Vancouver, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Contact Centre Representative

    3 weeks ago

    Vancouver, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Team Lead

    3 weeks ago

    Vancouver, Canada Community Living Society Full time

    **Community Living Counsellor, Team Lead** **Community Living Society - Surrey, Burnaby and North Vancouver**: **About the Opportunity** Reporting to a Day Supports Manager, the Community Living Counsellor, Team Lead will provide support to the Manager in all aspects of team leadership, and home support. You will act as a day to day contact, problem solver...

  • Private Wealth Consultant

    2 weeks ago

    Vancouver, Canada Manulife Full time

    **_We are a _**_leading financial services provider committed to making decisions easier and lives better for our customers and _**_colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. _**_To help us stand out, we help you step up, because when colleagues are healthy,...

  • Wealth Advisor

    4 weeks ago

    Vancouver, Canada ModernAdvisor Full time

    **JOB STATEMENT**: ModernAdvisor is a fast-growing and registered online investment management company, focused on bringing high-quality and affordable investment advice to everyday Canadians. As a technology-enabled portfolio manager, we deliver our discretionary portfolio management services to thousands of clients in all Canadian provinces. ModernAdvisor...

  • Counselor

    2 weeks ago

    Vancouver, Canada FreeMind Therapy Full time

    JOB TITLE: Counsellor (Master of Social Work - RSW) PLEASE INCLUDE: Brief cover letter, Modalities used, and Populations you work with. We are a growing virtual-only private practice in British Columbia. Our team of licensed therapists serve clients online from age 13 and up, treating a wide array of mental health issues and populations. Some of our focus...

  • Team Lead

    1 month ago

    North Vancouver, Canada Community Living Society Full time

    Community Living Counsellor, Team Lead Community Living Society – North Vancouver  About the Opportunity Reporting to the Manager of Staffed Homes, the Community Living Counsellor, Team Lead will provide support to the Manager in all aspects of team leadership, and home support. You will act as a day to day contact, problem solver and...

  • Team Lead

    3 weeks ago

    North Vancouver, Canada Community Living Society Full time

    Community Living Counsellor, Team Lead Community Living Society – North Vancouver  About the Opportunity Reporting to the Manager of Staffed Homes, the Community Living Counsellor, Team Lead will provide support to the Manager in all aspects of team leadership, and home support. You will act as a day to day contact, problem solver and...

  • Small Business Counsellor

    3 weeks ago

    Vancouver, Canada SOUTH GRANVILLE BUSINESS COLLEGE Full time

    Work Term: Permanent - Work Language: English - Hours: 35 to 40 hours per week - Education: Bachelor's degree - Experience: 1 year to less than 2 years **Tasks**: - Develop policies - Supervise professional and support staff and students - Administer programs to promote industrial and commercial business investment in rural and urban areas - Perform...

  • Small Business Counsellor

    2 weeks ago

    Vancouver, Canada SOUTH GRANVILLE BUSINESS COLLEGE Full time

    Work Term: Permanent - Work Language: English - Hours: 35 to 40 hours per week - Education: Bachelor's degree - Experience: 1 year to less than 2 years **Tasks**: - Develop policies - Supervise professional and support staff and students - Administer programs to promote industrial and commercial business investment in rural and urban areas - Perform...

  • Private Client Associate

    2 weeks ago

    Vancouver, Canada Royal Bank of Canada Full time

    **Job Summary** **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...

  • Associate Portfolio Manager

    3 weeks ago

    Vancouver, Canada Royal Bank of Canada Full time

    **Job Summary** **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...

  • small business counsellor

    3 weeks ago

    Vancouver, Canada SOUTH GRANVILLE BUSINESS COLLEGE Full time

    Durée de l'emploi: PermanentLangue de travail: AnglaisHeures de travail: 35 to 40 hours per weekEducation: Expérience: EducationBachelor's degreeTasksDevelop policiesSupervise professional and support staff and studentsAdminister programs to promote industrial and commercial business investment in rural and urban areasPerform administrative tasksPlan...

  • small business counsellor

    2 months ago

    Vancouver, Canada SOUTH GRANVILLE BUSINESS COLLEGE Full time

    Work Term: PermanentWork Language: EnglishHours: 35 to 40 hours per weekEducation: Bachelor's degreeExperience: 1 year to less than 2 yearsTasksDevelop policiesSupervise professional and support staff and studentsAdminister programs to promote industrial and commercial business investment in rural and urban areasPerform administrative tasksPlan development...

  • small business counsellor

    2 months ago

    Vancouver, Canada SOUTH GRANVILLE BUSINESS COLLEGE Full time

    Durée de l'emploi: PermanentLangue de travail: AnglaisHeures de travail: 35 to 40 hours per weekEducation: Expérience: EducationBachelor's degreeTasksDevelop policiesSupervise professional and support staff and studentsAdminister programs to promote industrial and commercial business investment in rural and urban areasPerform administrative tasksPlan...

  • small business counsellor

    3 weeks ago

    Vancouver, Canada SOUTH GRANVILLE BUSINESS COLLEGE Full time

    Work Term: PermanentWork Language: EnglishHours: 35 to 40 hours per weekEducation: Bachelor's degreeExperience: 1 year to less than 2 yearsTasksDevelop policiesSupervise professional and support staff and studentsAdminister programs to promote industrial and commercial business investment in rural and urban areasPerform administrative tasksPlan development...