Associate Investment Counsellor

Company:  Knewin
Location: Halifax
Hours: Full Time
Type: Permanent
Job Requirements / Description

Job Summary

Job Description

What is the opportunity?
As 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. You will be 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 relationships

  • Attend client meetings as required, including prospect and annual review meetings

  • Conduct effective client discovery

  • Implement action plans and proactively manage client portfolios; monitoring and rebalancing portfolios ensuring consistency with Investment Policy Statements and portfolio risk management strategies and policies

  • Act as primary contact for clients with respect to questions and inquiries regarding their portfolios

  • Ensure that all actions taken meet RBC Phillips, Hager & North Investment Counsel and industry compliance requirements

What do you need to succeed?
Must Have

  • University degree, preferably in Business or Economics

  • Chartered Financial Analyst (CFA) designation preferred, but will consider candidates who have completed Level II of the program

  • Portfolio management experience

  • Ability to communicate with clients about investment, economic, financial, and taxation issues

  • Exceptional written and verbal communication skills

Nice to Have

  • Minimum of 5 years of professional experience within the investment industry

  • CFP certification

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

  • Opportunities to take on progressively greater accountabilities

  • Opportunities to building close relationships with clients

Job Skills

Consulting, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services

Additional Job Details







Work hours/week:


Employment Type:

Full time


Wealth Management

Job Type:


Pay Type:


Posted Date:


Application Deadline:


Inclusion and Equal Opportunity Employment

At 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.

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