Investment Counsellor

RBC; Township of Langley; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading boutique investment firm in Canada is looking for an Investment Counsellor to offer tailored wealth management strategies to high-net-worth clients. The role requires a Chartered Financial Analyst designation, at least 5 years of portfolio management experience, and a proficiency in relationship management. This full-time position offers autonomy and challenging compensation based on performance in a collaborative team environment.

Benefits

High level of autonomy

Challenging work

Financial strength and a strong brand

Qualifications

• Minimum 5 years investment industry experience, specifically portfolio management.
• Ability to manage complex personal and family dynamics.
• Strong entrepreneurial experience with solid relationship management experience.

Responsibilities

• Construct and implement customized wealth management strategies for HNW clients.
• Build both internal and external networks to capitalize on business opportunities.
• Partner with wealth management specialists to offer comprehensive solutions.

Skills

Client Counseling

Critical Thinking

Decision Making

Interpersonal Relationship Management

Investment Management

Education

Chartered Financial Analyst (CFA)

University Degree in Business and/or Economics

Job description

Job Description

What is the opportunity?

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. We provide clients with discretionary investment management and privileged access to the expertise of our RBC Wealth Management Services team which includes highly accredited lawyers, accountants, and financial planning specialists. As an Investment Counsellor (IC) and a key member of the professional Wealth Management Team, you will construct and implement customized solutions for high-net-worth (HNW) clients. Located in offices nationwide, our team of over 150 highly-qualified investment professionals enjoys a reputation for integrity, investment insight, personalized client service and a tailored approach to wealth management that is focused on our clients’ unique needs and complex circumstance.

For more information, please visit: http://www.rbcphnic.com

What will you do?

• Build both internal and external networks to capitalize on business opportunities
• Develop, document and maintain an ongoing profile for each HNW client including next steps to solidify this key relationship
• Apply your business development skills to develop and achieve business plan objectives including key people, markets, and partnering initiatives
• Construct customized wealth management strategies, proposals and action plans for existing and potential clients
• Provide training/mentorship to new employees as required
• Partner with wealth management specialists to offer personal estate & financial planning, and business succession planning solutions to HNW clients
• Leverage full RBC Financial Group capabilities, including specialized sales force, alternative delivery channels and service partners
• As a valued team member, enhance our positive and collaborative work environment
• Ensure all documentation meets regulatory compliance requirements

What do you need to succeed?

Must Have

• Chartered Financial Analyst (CFA) designation
• University Degree in a related field (Business and/or Economics)
• Must have an established client base and external network
• Minimum 5 years investment industry experience, specifically portfolio management
• Strong entrepreneurial experience with solid relationship management experience
• Ability to manage complex personal and family dynamics
• Proven Sales / Marketing experience

Nice to Have

• Financial Planning Designation (CFP, PFP or RFP)
• Other professional designations ( CA or LLB)
• Canadian Securities Course (CSC)

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 are a wealth based firm that is growing and investing in the business so that our Investment Counsellors can succeed and thrive. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• Challenging work
• Variety of assignments
• Financial strength and a strong brand
• Prestige
• High level of autonomy

This position is compensated based on production generated by you or your team.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC’s high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Job Skills

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

Additional Job Details

Address: 8411 200 ST:LANGLEY

City: Langley

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Commission

Posted Date: 2026-01-05

Application Deadline: 2026-01-31

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.