Investment Counsellor

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 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 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 poten

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