Investment Counsellor

Royal Bank of Canada•Township of Langley, BC

3d•Onsite

About The Position

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.

Requirements

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 Haves

Financial Planning Designation (CFP, PFP or RFP)
Other professional designations ( CA or LLB)
Canadian Securities Course (CSC)

Responsibilities

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