Royal Bank of Canada
Job title:
Associate Investment Counsellor
Company
Royal Bank of Canada
Job description
Job SummaryJob DescriptionWhat is the opportunity?A member of , the Associate Investment Counsellor (AIC) works with experienced Investment Counsellors (IC) to construct customized investment strategies for high-net-worth (HNW) individuals, trusts, and charitable foundations. The AIC is responsible for assisting ICs in implementing the strategy and managing and monitoring the client portfolios on an ongoing basis. Under the mentorship of an IC, the AIC must exhibit client acquisition skills and the ability to actively close HNW target prospects. The ultimate purpose of this role is for the AIC to develop the necessary skills to transition to the role of IC over a two-year period.What will you do?Develop internal and external referral networksDevelop and execute a business planDevelop, document, and maintain a profile for each client including next steps to increase and solidify relationshipsAttend client meetings as required, including prospect and annual review meetingsConduct effective client discoveryImplement action plans and proactively manage client portfolios; monitoring and rebalancing portfolios ensuring consistency with Investment Policy Statements and portfolio risk management strategies and policiesAct as primary contact for clients with respect to questions and inquiries regarding their portfoliosEnsure that all actions taken meet RBC Phillips, Hager & North Investment Counsel and industry compliance requirementsWhat do you need to succeed?Must HaveUniversity degree, preferably in Business or EconomicsChartered Financial Analyst designationPortfolio management experienceAbility to communicate with clients about investment, economic, financial, and taxation issuesExceptional written and verbal communication skillsNice to haveMinimum of 5 years of professional experience within the investment industryCFP certificationWhat’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 applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to take on progressively greater accountabilitiesOpportunities to building close relationships with clientsJob SkillsAdditional Job DetailsAddress: 148 FULLARTON ST:LONDONCity: LONDONCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: Wealth ManagementJob Type: RegularPay Type: SalariedPosted Date: 2024-03-27Application Deadline: 2024-04-19Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at .
Expected salary
Location
London, ON
Job date
Fri, 29 Mar 2024 05:27:34 GMT
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