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Investment Strategy Associate
3 months ago
Position Overview
Role Summary
What is the opportunity?
As a vital member of the RBC Phillips, Hager & North Investment Counsel team, the Investment Strategy Associate collaborates with seasoned Wealth Advisors to develop tailored investment solutions for affluent clients, including individuals, trusts, and charitable organizations. This role involves supporting Wealth Advisors in executing investment strategies and continuously overseeing client portfolios. Under the guidance of a Wealth Advisor, the Associate is expected to cultivate client acquisition abilities and effectively engage high-net-worth prospects. The primary goal of this position is to equip the Associate with the skills necessary to transition into a Wealth Advisor role within a two-year timeframe.
Key Responsibilities
- Build and nurture internal and external referral networks
- Formulate and implement a strategic business plan
- Create, document, and maintain detailed profiles for each client, outlining next steps to enhance and solidify relationships
- Participate in client meetings as necessary, including prospect discussions and annual reviews
- Conduct thorough client discovery sessions
- Execute action plans and proactively manage client portfolios, ensuring alignment with Investment Policy Statements and adherence to risk management strategies
- Serve as the primary point of contact for clients regarding inquiries about their investment portfolios
- Ensure compliance with RBC Phillips, Hager & North Investment Counsel and industry regulations in all actions taken
Qualifications for Success
Essential Requirements
- A university degree, ideally in Business or Economics
- Chartered Financial Analyst (CFA) designation
- Experience in portfolio management
- Strong communication skills to discuss investment, economic, financial, and taxation matters with clients
- Excellent written and verbal communication abilities
Preferred Qualifications
- At least 5 years of professional experience in the investment sector
- Certified Financial Planner (CFP) certification
What We Offer
At RBC, we are committed to fostering an environment that encourages growth, collaboration, and innovation. We prioritize the well-being of our employees and the communities we serve. Our Total Rewards Program includes competitive compensation, bonuses, flexible benefits, and opportunities for professional development.
- Comprehensive Total Rewards Program, including bonuses and flexible benefits
- Supportive leadership focused on your professional growth through coaching and development opportunities
- Opportunities to make a meaningful impact and contribute to client success
- A dynamic, collaborative, and high-performing team environment
- Potential for increased responsibilities and accountabilities
- Opportunities to build strong relationships with clients
Commitment to Inclusion
RBC is dedicated to creating a diverse and inclusive workplace. We believe that diverse teams drive innovation and growth. We are actively working to address inequities and systemic biases to support our diverse talent, clients, and communities.
We also strive to provide an accessible candidate experience for individuals with varying abilities. Please inform us if you require any accommodations during the recruitment process.
