Associate Investment Counsellor

1 week ago

Mississauga, Ontario, Canada Royal Bank of Canada Full time

Come Work with Us
At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.


Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.


Job Title
Associate Investment Counsellor

What is the opportunity?


A member of RBC Phillips, Hager & North Investment Counsel, the Associate Investment Counsellor (AIC) works with experienced Investment Counsellors (IC) to construct customized investment strategies for high-net-worth (HNW) individuals, trusts, and charitable foundations.

The AIC is 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 the necessary skills to transition to the role of IC over a two-year period.


Please Note:
This position can be located in Mississauga or Downtown Toronto.

What will you do?

  • 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; monitoring and rebalancing portfolios ensuring 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 Phillips, Hager & North Investment Counsel and industry compliance requirements

What do you need to succeed?

Must Have

  • University degree, preferably in Business or Economics
  • Chartered Financial Analyst designation
  • Portfolio 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 certification

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
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and highperforming team
  • Opportunities to take on progressively greater accountabilities
  • Opportunities to building close relationships with clients

Job Summary

Address:

MISSISSAUGA, Ontario, Canada

City:

CAN-ON-MISSISSAUGA, CAN-ON-TORONTO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

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.


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