Job Summary
Job Description
What is the opportunity?
RBC PH&N Investment Counsel is one of Canada's leading investment counselling boutiques that offers the next level of investment management designed to free clients from the day-to-day details of managing their wealth.
Our accredited Investment Counsellors work with clients to build personalized strategies, combining our disciplined investment approach with the full breadth of our wealth management capabilities, to help their wealth last for their lifetime and beyond.
As part of a dynamic team, you will be responsible for assisting an Investment Counsellor and other members of the team in providing daily portfolio maintenance administration and superior service to high net worth clients of RBC Phillips, Hager & North Investment Counsel Inc.
What will you do?
- Respond to client inquiries and ensure any issue is resolved to the satisfaction of the client
- Be a key support to the administrative activities and responsibilities of the team
- Ensure trades are processed accurately and on a timely basis
- Manage all aspects of account opening and documentation and maintain client cash flows and balances
- Maintain records and files and attend client meetings as required
- Proactively assist with client management of appointments and scheduled meetings / calls
- Assist other team members and continue to strengthen cross-business working relationships
What do you need to succeed?
Must Have
- Minimum 2 years experience in a similar role in the investment industry
- College diploma or bachelor's degree
- Advanced proficiency in Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
- Proven client service skills
- Meticulous attention to detail and excellent time management skills
Nice to Have
CSC, CIM, and or CFP Designations
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
- A world-class training program in financial services
Job Skills
Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities
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