Investment Counsellor

RBC; Vancouver; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading wealth management firm is seeking an Investment Counsellor to create tailored financial strategies for high-net-worth clients. You will build strong networks and deliver exceptional service while collaborating with various specialists within the firm. Ideal candidates have a CFA designation and extensive industry experience, including a proven ability in client relationship management. This full-time position offers a commission-based compensation structure.

Benefits

High level of autonomy

Challenging work assignments

Financial strength and brand prestige

Qualifications

• Current licensing as an Advising Representative (AR).
• Minimum 5 years investment industry experience.
• Proven sales and marketing experience.

Responsibilities

• Build internal and external networks to capitalize on opportunities.
• Construct customized wealth management strategies.
• Partner with wealth management specialists for solutions.

Skills

Client Counseling

Financial Planning

Investment Management

Relationship Management

Critical Thinking

Education

Chartered Financial Analyst (CFA) or CIM designation

University Degree in a related field

Job description

Job Summary

Job Description

What is the opportunity?

As an Investment Counsellor (“IC”) and a key member of our professional Wealth Management Team, you will construct and implement customized solutions for high-net-worth (“HNW”) clients based on an in depth understanding of their needs and objectives. Located in our Vancouver or Victoria offices, you will join our team of over 125 highly qualified ICs coast-to-coast who enjoy a merited reputation of integrity, investment insight, personalized client service and a tailored approach to discretionary wealth management focused on our clients’ unique needs and complex circumstances.

For more information, please visit Canada’s leader in wealth management | RBC PH&N Investment Counsel (rbcwealthmanagement.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.
• Applying your business development skills, you will develop and achieve business plan objectives including key people, markets, and partnering initiatives.
• Construct customized wealth management strategies, proposals and actions plans for existing and potential clients.
• Deliver quality advice to clients by keeping current on product, industry, investment, tax and legislative developments.
• Partner with RBC wealth management specialists to offer personal estate and 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.
• Participate in high profile community, center of influence and charitable events.
• Ensure all client documentation meets regulatory compliance requirements.
• As a valued team member, you will enhance our positive and collaborative work environment.

What do you need to succeed?

Must Have

• Current licensing as an Advising Representative (“AR”).
• Chartered Financial Analyst (CFA) or CIM designation.
• An established client base and external network.
• Minimum 5 years investment industry experience, specifically discretionary portfolio management.
• Strong entrepreneurial experience with solid relationship management experience.
• Ability to manage complex personal and family dynamics.
• Proven sales and marketing experience and demonstrated social media presence.

Nice to Have

• University Degree in a related field (Business and/or Economics).
• Financial Planning Designation (e.g., CFP, PFP, RFP).
• Other professional designations (e.g., CA, LLB, LLQP)
• 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 and is eligible to receive a discretionary/variable incentive payment.

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; and,
• Generates sustainable shareholder returns and above market shareholder value.

Job Skills

Client Counseling, Critical Thinking, Decision Making, Financial Analysis, Financial Planning, High Net Worth Individuals, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Investments, People Management, Private Banking, Product Services, Wealth Management

Additional Job Details

Address:

VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER

City:

VANCOUVER

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Commission

Posted Date:

2025-06-10

Application Deadline:

2025-08-31

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. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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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.