Associate Investment Counsellor Role
RBC • halifax, halifax county • Posted July 04, 2026
About the Role
Join RBC Phillips, Hager & North as an Associate Investment Counsellor and make an impact in investment management. This role is centered on developing high-net-worth client strategies in Halifax.
In this full-time position, you will partner with seasoned Investment Counsellors to create customized investment plans for individual and institutional clients. Your role will involve establishing client relationships, executing business strategies, and monitoring portfolios. By honing your skills and enhancing your client acquisition techniques, you will prepare for transitioning to an Investment Counsellor.
Key Responsibilities:
• Build and manage internal and external referral networks
• Create and execute a tailored business development strategy
• Document and maintain comprehensive client profiles
• Participate in client discovery and review meetings
• Ensure compliance with company and industry regulations
Requirements:
• Degree in Business or Economics requi...
In this full-time position, you will partner with seasoned Investment Counsellors to create customized investment plans for individual and institutional clients. Your role will involve establishing client relationships, executing business strategies, and monitoring portfolios. By honing your skills and enhancing your client acquisition techniques, you will prepare for transitioning to an Investment Counsellor.
Key Responsibilities:
• Build and manage internal and external referral networks
• Create and execute a tailored business development strategy
• Document and maintain comprehensive client profiles
• Participate in client discovery and review meetings
• Ensure compliance with company and industry regulations
Requirements:
• Degree in Business or Economics requi...