Investment Counsellor - PH&N Investment Counsel
Oakville, Ontario, Canada
3d ago

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 : / /

Please note : Candidates will be considered for opportunities in offices throughout South West Ontario.

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
  • About RBC

    Royal Bank of Canada is Canada’s largest bank, and one of the largest banks in the world, based on market capitalization.

    We are one of North America’s leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis.

    We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S.

    and 37 other countries.

    For more information, please visit

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    Inclusion and Equal Opportunity Employment

    RBC is an equal opportunity employer committed to diversity and inclusion.

    We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal / Native American status or any other legally-protected factors.

    Disability-related accommodations during the application process are available upon request.

    Work Hours / Week : 37.5

    Work Environment : Office

    Employment Type : Permanent

    Career Level : Experienced Hire / Professional

    Pay Type : Salary + Commission

    Required Travel (%) : 0-25

    Exempt / Non-Exempt : N / A

    People Manager : No

    Application Deadline : 11 / 30 / 2018

    Posting Notes :

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