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 part of a dynamic team in Victoria, 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. For more information, please visit: http://www.rbcphnic.com
What will you do?
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Identify, investigate, and resolve all client inquiries, administrative errors, etc.
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Be a key support to the administrative activities and responsibilities of the team
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Ensure trades are processed accurately and on a timely basis
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Manage all aspects of account opening and documentation and maintain client cash flows and balances
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Maintain records and files and attend client meetings as required.
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Proactively assist with client management of appointments and scheduled meetings / calls
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Stay current with all RBC Policies & Procedures
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Assist other team members and continue to strengthen cross-business working relationships.
What do you need to succeed?
Must Have
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Minimum of 2 years' experience in a similar role in the Investment Industry
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Advanced proficiency in MS Office ( Excel, Word, PowerPoint)
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Be able to work under high pressure
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Strong communication skills in English both written and verbal
Nice to Have
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 care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
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A comprehensive Total Rewards Program with competitive compensation including salary, bonus, flexible benefits, and share savings program where applicable
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Leaders who support your development through coaching and managing opportunities
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Ability to make a difference and lasting impact for clients as well as employees
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Prestige working for a top firm
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Work in a dynamic, collaborative, progressive, and high-performing team
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Opportunities to do challenging work
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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.
This position may be 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:
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Drives RBC’s high-performance culture
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Enables collective achievement of our strategic goals
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Generates sustainable shareholder returns and above market shareholder value
