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Associate investment Counsellor
3 weeks ago
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
The expected base salary range for this position is $62,000 - $110,000 -- depending on your experience, skills, and registration status, market conditions and business needs.
You have the potential to earn considerably more through RBC's robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
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 culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value
Job Skills
Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product ServicesAdditional Job Details
Address:
707 FORT ST:VICTORIACity:
VictoriaCountry:
CanadaWork hours/week:
Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedPosted Date:
Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At 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.
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