Associate Investment Counsellor

4 weeks ago

London, Ontario, Canada Royal Bank of Canada Full time

Job Summary

Job Description

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.

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 high-performing team
  • Opportunities to take on progressively greater accountabilities
  • Opportunities to building close relationships with clients

Job Skills

Additional Job Details

Address:

148 FULLARTON ST:LONDON

City:

LONDON

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.
​​​​​​​
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at

  • Industrial Electrician

    4 weeks ago

    London, Ontario, Canada AtkinsRéalis Full time

    Job DescriptionWhy join us?SNC-Lavalin provides cutting-edge engineering, procurement, construction and financing solutions to projects in more than 100 countries around the world. From the Canadian Arctic to the Southern African region and Australasia, our multicultural workforce is driven by a fierce pride in their work and a pioneering vision. SNC-Lavalin...

  • Wellness Counsellor

    1 week ago

    London, Canada Huron University College Full time

    **WELLNESS COUNSELLOR (CONTRACT)** **ABOUT HURON UNIVERSITY**: Huron is unique to post-secondary institutions in Canada. With the aim to redefine Liberal Arts education, Huron is creating a university experience unlike any other that prioritizes ethical leadership and community engagement, as much as the pursuit of academic achievement. As the founding...

  • Wellness Counsellor

    1 week ago

    London, Canada Huron University College Full time

    **WELLNESS COUNSELLOR (CONTRACT)** **ABOUT HURON UNIVERSITY**: Huron is unique to post-secondary institutions in Canada. With the aim to redefine Liberal Arts education, Huron is creating a university experience unlike any other that prioritizes ethical leadership and community engagement, as much as the pursuit of academic achievement. As the founding...

  • Associate Investment Advisor- Financial Planning

    4 weeks ago

    London, ON, Canada Canadian Imperial Bank of Commerce Full time

    Associate Investment Advisor CIBC Wood Gundy page is loaded Associate Investment Advisor CIBC Wood Gundy Apply locations London, ON time type Full time posted on Posted 3 Days Ago job requisition id 2404609 We’re building a relationship-oriented bank for the modern world. As a member of CIBC Wood Gundy, you will be responsible for building and growing...

  • Wellness Counsellor

    1 week ago

    London, Canada Huron University College Full time

    **WELLNESS COUNSELLOR** **ABOUT HURON UNIVERSITY**: Huron is unique to post-secondary institutions in Canada. With the aim to redefine Liberal Arts education, Huron is creating a university experience unlike any other that prioritizes ethical leadership and community engagement, as much as the pursuit of academic achievement. As the founding college of...

  • Associate Investment Advisor CIBC Wood Gundy

    4 weeks ago

    London, Canada Canadian Imperial Bank of Commerce Full time

    Associate Investment Advisor CIBC Wood Gundy page is loaded Associate Investment Advisor CIBC Wood Gundy Apply locations London, ON time type Full time posted on Posted 3 Days Ago job requisition id 2404609 We’re building a relationship-oriented bank for the...

  • Associate Investment Advisor CIBC Wood Gundy

    3 weeks ago

    London, Canada Canadian Imperial Bank of Commerce Full time

    Associate Investment Advisor CIBC Wood Gundy page is loaded Associate Investment Advisor CIBC Wood Gundy Apply locations London, ON time type Full time posted on Posted 3 Days Ago job requisition id 2404609 We’re building a relationship-oriented bank for the...

  • Associate Investment Advisor CIBC Wood Gundy

    3 weeks ago

    London, Canada Canadian Imperial Bank of Commerce Full time

    Associate Investment Advisor CIBC Wood Gundy page is loaded Associate Investment Advisor CIBC Wood Gundy Apply locations London, ON time type Full time posted on Posted 3 Days Ago job requisition id 2404609 We’re building a relationship-oriented bank for the...

  • Associate Investment Advisor CIBC Wood Gundy

    4 weeks ago

    London, ON, Canada Canadian Imperial Bank of Commerce Full time

    Associate Investment Advisor CIBC Wood Gundy page is loaded Associate Investment Advisor CIBC Wood Gundy Apply locations London, ON time type Full time posted on Posted 3 Days Ago job requisition id 2404609 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s...

  • Associate Investment Advisor CIBC Wood Gundy

    3 weeks ago

    London, Canada CIBC Full time

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.  À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont...

  • Seasonal Tourism Counsellor

    7 days ago

    London, Canada City of London Full time

    **Summary of Duties**: Reporting to the Manager II, Communications, Research & Membership, performs various duties associated with the provision of tourist information to customers of Tourism Information Centres or via the mail, telephone or Internet, as well as providing administrative and event servicing supports within Tourism London. **Work...

  • Associate Advisor

    4 weeks ago

    London, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    **ASSOCIATE ADVISOR**: **Desjardins Financial Security Independent Network**: Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment and are looking...

  • Mental Health Counsellor

    4 weeks ago

    London, Canada Western University Full time

    **Classification & Regular Hours**: Hours per Week: 35 Salary Grade: 16 Please note, this is a temporary contract opportunity, with an anticipated end date of August 31, 2024, covering a leave of absence. This role includes a comprehensive benefits package. **About Western**: Since 1878, Western University has been committed to serving our communities...

  • Client Associate CIBC Wood Gundy

    4 weeks ago

    London, Canada Canadian Imperial Bank of Commerce Full time

    Client Associate CIBC Wood Gundy page is loaded Client Associate CIBC Wood Gundy Apply locations London, ON time type Full time posted on Posted Yesterday job requisition id 2405662 We’re building a relationship-oriented bank for the modern world. We need...

  • Client Associate CIBC Wood Gundy

    3 weeks ago

    London, Canada Canadian Imperial Bank of Commerce Full time

    Client Associate CIBC Wood Gundy page is loaded Client Associate CIBC Wood Gundy Apply locations London, ON time type Full time posted on Posted Yesterday job requisition id 2405662 We’re building a relationship-oriented bank for the modern world. We need...

  • Client Associate CIBC Wood Gundy

    3 weeks ago

    London, Canada Canadian Imperial Bank of Commerce Full time

    Client Associate CIBC Wood Gundy page is loaded Client Associate CIBC Wood Gundy Apply locations London, ON time type Full time posted on Posted Yesterday job requisition id 2405662 We’re building a relationship-oriented bank for the modern world. We need...

  • Recruitment Officers

    4 weeks ago

    London, Canada King's University College Full time

    **PAOA ASSOCIATION** **INTERNAL/ EXTERNAL JOB POSTING** **JOB TITLE**: Recruitment Officer (2 positions - contract) Job Reference #202403-01C **DESCRIPTION**: Reporting to the Associate Registrar, the Recruitment Officer will implement the national and international programs by: - Conducting presentations (both in-person or virtual) for prospective...

  • Associate

    4 weeks ago

    London, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing talented individuals who share our commitment to helping our clients build and preserve their wealth so they can...

  • Associate Branch Manager Cibc Wood Gundy

    4 days ago

    London, 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...

  • Client Associate CIBC Wood Gundy

    4 weeks ago

    London, ON, Canada Canadian Imperial Bank of Commerce Full time

    Client Associate CIBC Wood Gundy page is loaded Client Associate CIBC Wood Gundy Apply locations London, ON time type Full time posted on Posted Yesterday job requisition id 2405662 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...

  • Associate Financial Adviser

    7 days ago

    London, ON, Canada Banque Nationale du Canada Full time

    A career as a Wealth Associate at National Bank is a job that where you can capitalize on your entrepreneurial spirit and have a direct impact on clients. In this role, you will support clients during all their life events to help them achieve their financial goals, and you will build long-term, trust-based relationships. We have close to 1,000 investment...