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Job Description
What is the opportunity?
A member of RBC Phillips, Hager & North Investment Counsel, the Associate Investment Counsellor (AIC) works with experienced Investment Counsellors (IC) to construct customized investment strategies for high-net-worth (HNW) individuals, trusts, and charitable foundations. The AIC is responsible for assisting ICs in implementing the strategy and managing and monitoring the client portfolios on an ongoing basis. Under the mentorship of an IC, the AIC must exhibit client acquisition skills and the ability to actively close HNW target prospects. The ultimate purpose of this role is for the AIC to develop the necessary skills to transition to the role of IC over a two-year period.
What will you do?
Develop internal and external referral networks
Develop and execute a business plan
Develop, document, and maintain a profile for each client including next steps to increase and solidify relationships
Attend client meetings as required, including prospect and annual review meetings
Conduct effective client discovery
Implement action plans and proactively manage client portfolios; monitoring and rebalancing portfolios ensuring consistency with Investment Policy Statements and portfolio risk management strategies and policies
Act as primary contact for clients with respect to questions and inquiries regarding their portfolios
Ensure that all actions taken meet RBC Phillips, Hager & North Investment Counsel and industry compliance requirements
What do you need to succeed?
Must Have
University degree, preferably in Business or Economics
Chartered Financial Analyst designation
Portfolio management experience
Ability to communicate with clients about investment, economic, financial, and taxation issues
Exceptional written and verbal communication skills
Nice to have
Minimum of 5 years of professional experience within the investment industry
CFP certification
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.
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to take on progressively greater accountabilities
Opportunities to building close relationships with clients
Job Skills
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