Associate Investment Counsellor

Job Description

What is the opportunity?A member of RBC Phillips, Hager & North Investment Counsel, 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 networks.

Develop and execute a business development plan.

Develop, document, and maintain a profile for each client including next steps to increase and solidify re...