Investment Counsellor

Job DescriptionWhat 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 our RBC Wealth Management Services team which includes highly accredited lawyers, accountants, and financial planning specialists.As an Investment Counsellor (IC) and a key member of the professional Wealth Management Team, you will construct and implement customized solutions for high-net-worth (HNW) clients. Located in offices nationwide, our team of over 150 highly-qualified investment professionals enjoys a reputation for integrity, investment insight, personalized client service and a tailored approach to wealth management that is focused on our clients’ unique needs and complex circumstance. For more information, please visit: http://www.rbcphnic.com What will you do?Build both internal and external networks to capitalize on business opportunitiesDevelop, document and maintain an ongoing profile for each HNW client including next steps to solidify this key relationshipApplying your business development skills, you will develop and achieve business plan objectives including key people, markets, and partnering initiativesConstruct customized wealth management strategies, proposals and actions plans for existing and potential clientsProvide training/mentorship to new employees as requiredPartner with wealth management specialists to offer personal estate & financial planning, and business succession planning solutions to HNW clientsLeverage full RBC Financial Group capabilities, including specialized sales force, alternative delivery channels and service partnersAs a valued team member, you will enhance our positive and collaborative work environmentEnsure all documentation meets regulatory compliance requirementsWhat do you need to succeed?Must HaveChartered Financial Analyst (CFA) designationUniversity Degree in a related field (Business and/or Economics)Must have an established client base and external networkMinimum 5 years investment industry experience, specifically portfolio managementStrong entrepreneurial experience with solid relationship management experienceAbility to manage complex personal and family dynamicsProven Sales / Marketing experienceNice to HaveFinancial Planning Designation (CFP, PFP or RFP)Other professional designations ( CA or LLB)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 workVariety of assignmentsFinancial strength and a strong brandPrestigeHigh level of autonomyThis position is compensated based on production generated by you or your team.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 cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder valueJob SkillsClient Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product ServicesAdditional Job DetailsAddress:8411 200 ST:LANGLEYCity:LangleyCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:WEALTH MANAGEMENTJob Type:RegularPay Type:CommissionPosted Date:2026-01-05Application Deadline:2026-01-31Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.Join our Talent CommunityStay 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 jobs.rbc.com.RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.