rbc
Associate Investment Counsellor
At a Glance
- Location
- Halifax, Nova Scotia, Canada
- Employment
- Full time
- Experience
- 5+ years
- Posted
- 2026-06-15
Key Requirements
Domain Knowledge
- Finance
Requirements
Ability to communicate with clients about investment, economic, financial, and taxation issues
Financial Planning designation
Compensation & Benefits
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 care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to take on progressively greater accountabilities
Responsibilities
RBC Phillips, Hager & North Investment Counsel
, the Associate Investment Counsellor (AIC) works with experienced Investment Counsellors (IC) to construct customized investment strategies for high-net-worth (HNW) individuals, trusts, and charitable foundations.
The AIC is responsible for assisting ICs in implementing the strategy and managing and monitoring the client portfolios on an ongoing basis.
Under the mentorship of an IC, the AIC must exhibit client acquisition skills and the ability to actively close HNW target prospects.
The ultimate purpose of this role is for the AIC to develop the necessary skills to transition to the role of IC over a two-year period.
Develop internal and external referral networks.