At RBC PH&N Investment Counsel, clients experience the sophistication and personalized service of an investment boutique, supported by the strength, stability and global reach of RBC – Canada’s largest financial institution. RBC PH&N Investment Counsel provides discretionary wealth management services to high-net-worth individuals and families who typically have investable assets of $5 million or more, business owners and executives, as well as not-for-profit organizations. Located in offices nationwide, our team of highly-qualified investment professionals enjoys a reputation for integrity, investment insight, personalized client service and a tailored approach to wealth management focused on our clients’ unique needs and circumstances. We draw upon the expertise of RBC Family Office Services to provide clients with an unparalleled, innovative range of solutions and services to effectively manage their wealth, including sophisticated investment management, private banking, international trusts and estate planning, business succession planning and more. For information about our legal terms of use, please visit www.rbc.com/legal/#social_media.
On-site · Toronto
Support the Investment Counsellor in managing private client portfolios, preparing financial plans and Investment Policy Statements, rebalancing portfolios, and developing customized investment strategies and proposals. Resolve client inquiries, recommend solutions for complex situations, implement and monitor portfolio action plans, enter trades as directed, and assist with portfolio administration.
