Associate Investment Counsellor - Path to IC & HNW Wealth

Royal Bank of Canada; Victoria; On-site; CAD 62,000 - 110,000; Full time

Job summary

A leading financial institution in Victoria is seeking an Associate Investment Counsellor to assist in developing customized investment strategies for high-net-worth individuals. Responsibilities include managing client portfolios and building referral networks. Ideal candidates will have a degree in Business or Economics and a Chartered Financial Analyst designation. This role provides opportunities for career growth within the firm.

Benefits

Comprehensive Total Rewards Program

Competitive compensation

Commission opportunities

Professional development support

Qualifications

• University degree, preferably in Business or Economics.
• Chartered Financial Analyst designation.
• Portfolio management experience.
• Ability to communicate with clients about investment, economic, financial, and taxation issues.
• Exceptional written and verbal communication skills.

Responsibilities

• Develop internal and external referral networks.
• Implement action plans and proactively manage client portfolios.
• Act as primary contact for clients with respect to their portfolios.

Skills

Client Counseling

Critical Thinking

Decision Making

Interpersonal Relationship Management

Investment Management

Education

University degree in Business or Economics

Chartered Financial Analyst designation

Job description

A leading financial institution in Victoria is seeking an Associate Investment Counsellor to assist in developing customized investment strategies for high-net-worth individuals. Responsibilities include managing client portfolios and building referral networks. Ideal candidates will have a degree in Business or Economics and a Chartered Financial Analyst designation. This role provides opportunities for career growth within the firm.