# Investment Counsellor Assistant

**Company**: RBC PH&N Investment Counsel
**Location**: Langley, British Columbia
**Experience**: mid
**Job type**: full-time
**Salary**: $41,000 - 60,000
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/LANGLEY-British-Columbia-Canada/Portfolio-Management-Assistant_R-0000189301?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_5ebc9d71-8d3

## Description

RBC PH&N Investment Counsel (“RBC PH&N IC”) is one of Canada’s leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners.

As part of a dynamic team, you will be responsible for assisting the Investment Counsellor and other members of the team in providing daily portfolio maintenance and administration and superior service to RBC PH&N Investment Counsel high net worth Clients.

**Responsibilities**

- Identify, investigate, and resolve all client inquiries, administrative errors, etc.

- 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

- Stay current with all RBC Policies & Procedures

- Assist other team members and continue to strengthen cross-business working relationships.

**Requirements**

- Minimum of 2 years' experience in a similar role in the Investment Industry

- Advanced proficiency in MS Office (Excel, Word, PowerPoint)

- Be able to work under high pressure

**Nice to Have**

- CSC

- University Degree

**What’s in it for you?**

- A comprehensive Total Rewards Program with competitive compensation including salary, bonus, flexible benefits, and share savings program where applicable

- Leaders who support your development through coaching and managing opportunities

- Ability to make a difference and lasting impact for clients as well as employees

- Prestige working for a top firm

- Work in a dynamic, collaborative, progressive, and high-performing team

- Opportunities to do challenging work

- Opportunities to take on progressively greater accountabilities

The expected salary range for the above position is $41,000 - 60,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.

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## Skills

### Required
- Asset and Liability Management (ALM)
- Cash Management
- Client Counseling
- Competitive Markets
- Financial Statement Analysis
- Investment Management
- Investment Risk
- Market Risk
- Results-Oriented

### Nice to have
- CSC
- University Degree

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/LANGLEY-British-Columbia-Canada/Portfolio-Management-Assistant_R-0000189301?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)