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About the Role
The Associate Managing Director, RBC PH&N Investment Counsel (RBC PH&NIC) is a key member of a professional leadership team responsible for building and managing a high-performance wealth and investment counselling firm. They will support the Managing Director in achieving business results through sales and market leadership within the region, and by implementing strategic direction and representation in the marketplace. This role involves partnering with RBC entities and external centers of influence to implement strategies, processes, and disciplines for sustainable earnings and revenue growth while managing expenses.
Responsibilities
- Hire new and competitive Investment Counsellors to achieve growth targets
- Manage and lead direct reports by providing direction, development, coaching, mentoring, and conflict resolution strategies
- Establish business objectives, develop and execute strategic initiatives and action plans through the annual business planning process for Investment Counsellors and/or Associates within the region
- Monitor to ensure goals and critical success factor activities are carried out and met
- Ensure audit, risk management, and compliance standards are followed and maintained by front office staff
- Stay current with developments in relevant laws and business trends
- Promote and demonstrate the overall corporate objectives, vision, and values of RBC and RBC PH&NIC
- Develop and foster a cohesive working environment and positive, inclusive culture
- Raise and maintain RBC PH&NIC corporate profile in the community through active involvement and personal visibility
Requirements
- University degree
- 8 – 10 years related sales leadership and people management experience
- Professional qualifications from a recognized educational or industry body (e.g., MBA, CFA, CIM, CA, CFP)
- Strong background in both finance and investments, gained through experience or post-graduate qualifications
- Extensive knowledge of the Private Client / High Net Worth segment
- General knowledge of income tax, portfolio management, and wealth management
- Moderate travel within the region is required
- Strong leadership experience, with the ability to manage and resolve conflict
- A growth mindset
- Registerable with the provincial securities commission as a supervising person (Nice to Have)
- Prior investment counselling experience (Nice to Have)
Skills
- Sales
Location
- ROYAL BANK PLAZA, 200 BAY ST:TORONTO
- Toronto
- Canada
Work Type
- Full time
Experience Level
- 8-10 years sales leadership and people management experience
Education Level
- University degree
- MBA
- CFA
- CIM
- CA
- CFP
Benefits
- Bonuses
- Flexible benefits
- Fair compensation
- Commissions
- Stock where applicable
About the Company
- At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.