Investment Counsellor

Join to apply for the Investment Counsellor role at RBC . Posted Date: Application Deadline: 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. 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 action 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? Challenging work Variety of assignments Financial strength and a strong brand Prestige High level of autonomy Compensation Philosophy 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: ST:LANGLEYCity: LangleyCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: CommissionPosted 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. Join our Talent Community Stay 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. 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. #J-18808-Ljbffr