Client Portfolio Associate

4 weeks ago

London, Ontario, Canada Royal Bank of Canada> Full time

Position Overview

Role Summary

What is the opportunity?

As a key member of the RBC Phillips, Hager & North Investment Counsel team, the Junior Investment Advisor collaborates with seasoned Investment Advisors to develop tailored investment solutions for affluent clients, trusts, and philanthropic organizations. This role involves supporting Advisors in executing strategies and overseeing client portfolios consistently. Under the guidance of a senior Advisor, the Junior Investment Advisor is expected to demonstrate skills in client engagement and the ability to effectively convert high-net-worth prospects. The primary goal of this position is to cultivate the expertise required to transition into the Investment 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 initial consultations and annual reviews
  • Conduct thorough client assessments
  • Execute action plans and proactively manage client portfolios, ensuring alignment with Investment Policy Statements and risk management protocols
  • 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 tax-related topics 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

We are committed to fostering an environment that encourages growth, collaboration, and innovation. Our focus is on delivering trusted advice that empowers our clients and enriches our communities. We value each team member's contributions and strive for mutual success.

  • A comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive salary, commissions, and stock options where applicable
  • Supportive leadership dedicated to your professional development through coaching and mentorship
  • Opportunities to make a meaningful impact and drive change
  • Work within a dynamic, collaborative, and high-performing team environment
  • Chances to take on increasing responsibilities and challenges
  • Opportunities to build strong relationships with clients

Additional Information

At RBC, we are dedicated to diversity and inclusion as drivers of innovation and growth. We strive to create inclusive teams and an equitable workplace where all employees can express their authentic selves. We are actively addressing issues of inequity and systemic bias to support our diverse talent, clients, and communities.

We also aim to provide an accessible candidate experience for all prospective employees. Please inform us if you require any accommodations during the recruitment process.

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