Investment Counsellor

22 hours ago

Vancouver, British Columbia, Canada RBC Full time $120,000 - $250,000 per year

Job Description

What 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:  

What will you do?

  • Build both internal and external networks to capitalize on business opportunities
  • Develop, document and maintain an ongoing profile for each HNW client including next steps to solidify this key relationship
  • Applying your business development skills, you will develop and achieve business plan objectives including key people, markets, and partnering initiatives
  • Construct customized wealth management strategies, proposals and actions plans for existing and potential clients
  • Provide training/mentorship to new employees as required
  • Partner with wealth management specialists to offer personal estate & financial planning, and business succession planning solutions to HNW clients
  • Leverage full RBC Financial Group capabilities, including specialized sales force, alternative delivery channels and service partners
  • As a valued team member, you will enhance our positive and collaborative work environment
  • Ensure all documentation meets regulatory compliance requirements

What do you need to succeed?

Must Have

  • Chartered Financial Analyst (CFA) designation
  • University Degree in a related field (Business and/or Economics)
  • Must have an established client base and external network
  • Minimum 5 years investment industry experience, specifically portfolio management
  • Strong entrepreneurial experience with solid relationship management experience
  • Ability to manage complex personal and family dynamics
  • Proven Sales / Marketing experience

Nice to Have

  • Financial 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 work
  • Variety of assignments
  • Financial strength and a strong brand
  • Prestige
  • High level of autonomy

This 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 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 Services

Additional Job Details

Address:

VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER

City:

Vancouver

Country:

Canada

Work hours/week:

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Commission

Posted 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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