Rbc
Finance
AssociateInvestmentCounsellor
“Associate Investment Counsellor at Rbc. Skills: Client acquisition skills, Portfolio management, Client discovery, Portfolio rebalancing. Construct customized investment strategies for high-net-worth (HNW) individuals, trusts, and charitable foundations. Assisting ICs in implementing the strategy”
What You'll Achieve.
Transition to the role of IC over a two-year period; Increase and solidify relationships
Industry & Context.
Critical Thinking; Decision Making
What They're Looking For.
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
Nice to Have
Minimum of 5 years of professional experience within the investment industry, CFP certification
What You'll Do.
Construct customized investment strategies for high-net-worth (HNW) individuals
and charitable foundations
Assisting ICs in implementing the strategy
Managing and monitoring the client portfolios on an ongoing basis
Exhibit client acquisition skills and the ability to actively close HNW target prospects
Develop internal and external referral networks
Develop and execute a business plan
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 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
How You'll Work.
Team & Collaboration
Work in a dynamic, collaborative, progressive, and high-performing team; Collaboration
Communication Scope
Ability to communicate with clients about investment, economic, financial, and taxation issues; Exceptional written and verbal communication skills
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