Investment Counsellor

Job Summary

As an Investment Counsellor ("IC") and a key member of our professional Wealth Management Team, you will construct and implement customized solutions for high-net-worth ("HNW") clients based on an in depth understanding of their needs and objectives.

Located in our Vancouver or Victoria offices, you will join our team of over 125 highly qualified ICs coast-to-coast who enjoy a merited reputation of integrity, investment insight, personalized client service and a tailored approach to discretionary wealth management focused on our clients' unique needs and complex circumstances.

Job Description

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.
• Deliver quality advice to clients by keeping current on product, industry, investment, tax and legislative developments.
• Partner with RBC wealth management specialists to offer personal estate and 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.
• Participate in high profile community, center of influence and charitable events.
• Ensure all client documentation meets regulatory compliance requirements.
• As a valued team member, you will enhance our positive and collaborative work environment.

What do you need to succeed?

Must Have

• Current licensing as an Advising Representative ("AR").
• Chartered Financial Analyst (CFA) or CIM® designation.
• An established client base and external network.
• Minimum 5 years investment industry experience, specifically discretionary portfolio management.
• Strong entrepreneurial experience with solid relationship management experience.
• Ability to manage complex personal and family dynamics.
• Proven sales and marketing experience and demonstrated social media presence.

Nice to Have

• University Degree in a related field (Business and / or Economics).
• Financial Planning Designation (e.g., CFP, PFP, RFP).
• Other professional designations (e.g., CA, LLB, LLQP)
• 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 are a wealth-based firm that is growing and investing in the business so that our Investment Counsellors can succeed and thrive.

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.

This position is compensated based on production generated by you or your team.

This position may be eligible to receive a discretionary / variable incentive payment.

RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that :

• Drives RBC's high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value
30+ days ago