Associate

Job Description

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 Associate, you are a key member of a professional team charged with building and managing a high performance investment counselling franchise, the Associate works with experienced Investment Counsellors to construct customized investment strategies for high net worth individuals, trust, and charitable foundations. *This is an 18 month maternity leave coverage with the possibility of being made permanent thereafter* What will you do? Proactively identify, investigate and resolve client inquiries and provide the Investment Counsellors with recommendations for resolution for complex situations Attend client meetings as required, including prospect and annual review meetings Proactively maintain timely written, verbal and electronic communication with other support groups internally and with external contacts Assist in implementing action plans and proactively manage client portfolios to ensure best performance and service results for every client portfolio Assist in monitoring and rebalancing portfolios to ensure they are managed consistently with current Investment Policy Statements and portfolio risk management strategies and policies Contribute to meeting team objectives by retaining and growing the team’s high net worth customers As an Associate, you would assist in developing a profile for each client which would include next steps to increase and solidify the relationship You will input trades where required, address compliance requirements and assist with ensuring all account documentation is completed What do you need to succeed? Must-have University Degree in a related field ( Economics and/or Business ) CFA Designation ( Chartered Financial Analyst ) Minimum 3 years portfolio management experience Minimum 5 years investment industry experience Nice-to-have CFP Designation ( Certified Financial Planner ) Marketing / Sales Background Demonstrated presentation skills Fluency in English and French 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. Challenging work Variety of assignments Financial strength and a strong brand Prestige Management that supports your work and progression Job Skills Client Counseling, Client Meetings, Critical Thinking, Decision Making, Financial Pl