Investment Counsellor Assistant

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.