Investment Counsellor
RBC
Toronto, ON
What is the opportunity?

We are looking for current and future talent! 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 80 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

Please note: Candidates will be considered for opportunities in offices in either Toronto or Vaughan.

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)
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 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
High level of autonomy