Careers at RBC PH&N Investment Counsel

Canada’s leader in wealth management

Best-in-class resources. Industry-leading support.

Discover programs, technology, and support designed for client success

From digitalizing routine tasks to employing leading experts, RBC PH&N Investment Counsel provides you with the tools and support you need to deliver exceptional wealth planning and service.

Investment management

Discover the tools and resources required to deliver the personalized institutional-calibre portfolio construction that clients expect.

Team of the future

Get more done in less time with access to smart technology, dedicated business application trainers, and more.

Partners in building your practice

From marketing and process management to financial advisory support, our specialists are dedicated to helping you build your business.

Client experience

Today’s clients and institutions demand a better client experience, and it’s our responsibility to give them one.

Expanding your wealth offering

Your team and your clients will have exclusive access to over 250 industry experts in tax, legal, and financial planning matters.

In the community

Among our priorities is serving and reflecting our diverse world, and helping you make a difference in your community.

The PH&N IC distinction

Delivering a highly personalized, boutique experience to your clients starts with having the right approach: One that puts the client at the centre of everything you do and provides them with the benefit of world-class investment management. As a successful wealth professional, it’s something you understand intimately – and it’s why your clients give you their trust and loyalty.

At RBC PH&N Investment Counsel, we serve our high-net-worth clientele with the same boutique approach, while offering the strength, resources, and expertise of RBC – a global financial leader. By joining RBC PH&N Investment Counsel as an Investment Counsellor, you can gain the best of both worlds, while continuing to serve your existing clientele with the same high-touch service they expect from you.

At the core of our offering is a consistent investment management experience, anchored by award-winning RBC Global Asset Management, and strategically augmented by international-calibre money managers, both traditional and alternative. Our dedicated PH&N Investment Counsel Portfolio Management Group oversees our mandates, curates our third-party managers, and provides additional due diligence to ensure client portfolios align with their needs, preferences, and objectives.

But it’s not just our investment offering that makes us different – it’s our family wealth stewardship. By tapping into the expertise of our industry-leading Family Office Services team of 250+ tax, estate, and financial experts, you can elevate your client offering. This team can help you address your client’s specific risks, and share powerful strategies used by some of Canada’s wealthiest families. They also help clients prepare the next generation for their legacy with financial literacy, business succession planning and philanthropy services. Plus, they help them live their best, healthiest lives with wellness and elder care planning.

When we say that we will provide care, expertise, and stewardship to earn our clients’ trust and be part of their life journey – we mean it. We invite you to learn more about why RBC PH&N Investment Counsel is distinct, and how we can help you build on your boutique offering with the support of Canada’s leader in wealth management.

Vijay Parmar, CA
President
RBC PH&N Investment Counsel

Investment management

Tailored portfolio construction for discerning clients

At RBC PH&N Investment Counsel, you’ll find the tools, resources, insights, and guidance required to deliver the personalized institutional-calibre portfolio construction that sophisticated high-net-worth clients expect from a boutique firm.

An approach centered on award-winning expertise

With RBC Global Asset Management at the core, our discretionary approach pairs investment strength with operational excellence.

World-class institutional managers. RBC Wealth Management ensures consistent quality and merit for the long term through rigorous and ongoing due diligence.
Alternative investments. We offer alternative investments across many asset classes, including fixed income, mortgage and pension trusts, and private equity to high-net-worth clients.
Consolidated reporting. Consolidate a client’s various RBC accounts and any external accounts with other financial institutions, in one convenient package.

Expertise in your corner

Benefit from a deep bench of elite market analysts and investment strategists, who provide vetted insights and thorough due diligence. In addition to in-house experts, counsellors gain access to top-tier external specialists in key markets across the globe.

RBC Global Asset Management

An award-winning asset manager with global scope and impressive management capabilities, RBC Global Asset Management (GAM) serves as a reliable, significant brain trust, delivering expertise on security selection, portfolio construction, and tactical asset allocation. As a critical part of the RBC Investment Strategy Committee, GAM also provides insights on the financial markets and global economy.

Investment Products Advisory Group

Acting as a bridge between RBC Global Asset Management and counsellors, this group is responsible for providing investment thought leadership and upholding the firm’s investment and client service philosophies.

RBC Capital Markets

Gain privileged access to equity research and fixed-income analysis and products from award-winning RBC Capital Markets, recognized internationally by the most significant corporations, institutional investors, asset managers, private equity firms, and governments as an innovative, trusted partner with in-depth expertise.

RBC Economics

With an eye to market trends as well as both micro- and macro-economic forces, the experts at RBC Economics deliver in-depth analyses and comprehensive reports on timely and relevant topics, which can help guide your investment decision-making.

Cutting-edge investment opportunities, no-stone-unturned due diligence

Alternative and private investments call for enhanced quality assurance. Balance your clients’ most ambitious aspirations with objective, sophisticated guidance backed by RBC Wealth Management’s systematic, intensive vetting process.

Alternative investments
Leveraging the ongoing expertise of our in-house portfolio advisory team, our dedicated Alternative Investments Team provides advice on integrating fixed, equity, and real alternative investments into client portfolios.

Private investments
Performing intensive due diligence, RBC Wealth Management Global Manager Research analysts can offer guidance on private market offerings, including but not limited to debt, equity, infrastructure, real estate, and natural resources.

Team of the future

Get more done in less time

Whether it’s modernizing our technology infrastructure or continually simplifying, streamlining, and automating processes, we aim to be leaders in all areas that enable and empower your team to be as efficient as possible.

A digital experience that is integrated, centralized, and seamless

We understand that the right technological tools are essential for you to efficiently and effectively deliver high-end service to your clients. That’s why we continually invest in the best new technology for your business to help you stay up to date with current trends.

To help investment counsellors and their teams make the most of RBC Wealth Management’s robust and extensive capabilities, we have centralized every aspect of client relationship management – be it onboarding, reporting, or professional partner relationships – within a unified digital experience that makes client service seamless. Powered by Salesforce, our system integrates multiple applications and enables complex data-driven processes.

Run your practice on the go

Our Advisor’s Virtual Assistant (AVA) is a mobile app developed by RBC Wealth Management to help you stay connected with your clients from your mobile device. Whether you use Android or Apple iOS, AVA offers you the capabilities to:

Search and view your clients’ account details and contact them directly
Organize your day with access to events, tasks, and emails, all in one place
Access live market information using data feeds, research, and analytics

Helping you make the most of the latest tech

With a growing number of complex software tools, every investment counsellor has access to the Practice Management, Training & Development and Business Analytics teams, who can give you and your team the confidence you need to identify revenue opportunities and help your practice become more profitable.

Partners in building your practice

Dedicated consultants in your community

From marketing and practice consultants to strategic data insights, we have teams of dedicated professionals primed to boost and grow your business. Many of these specialists have held investment support roles in the past, so they have walked a few hundred miles in your shoes and have an intimate grasp of your needs and challenges.

Connect with current and future clients

In moments of change and transition, it is especially important to tell your story to clients – both those you currently serve and those you may be interested in attracting. Consistent, relatable, and current marketing helps you communicate your unique value proposition vividly and succinctly, and our in-house experts are poised to create it for you.

Build your online presence with a website for your team
Spark valuable conversations using LinkedIn
Enjoy custom, on-demand creative – from copy and video to graphic design – from RBC Wealth Management’s creative studio

Unlocking seamless business growth

Let our diverse group of professionals, boasting an equally wide array of services and offerings, set your business up for smooth growth.
Practice management. Discover opportunities unique to RBC Wealth Management, potential efficiencies, superior software, and streamlined processes, and let us walk you through implementing improvements.
Training & development. From our group programs to one-on-one consultations, we are partners in supporting RBC Wealth Management members from their first day at the office and every day thereafter.

Putting your finger on the pulse

Be it a tax reform or a regulatory amendment, our Financial Advisory Support Team is the first to know about it and what it means for an individual client. Consisting of accountants, lawyers, and other specialists, this select group of insiders is available to you via phone or email so you can offer fast, accurate, actionable responses to your clients’ most complex questions.

Building your business

We are looking toward the future, right alongside you. We offer invaluable guidance on maximizing your existing book of business and continually augmenting it.

Business development. Your business development consultants are armed with a wealth of strategies, ideas, and best practices to grow your business.

Client intelligence. Our team of data scientists relies on in-depth analysis to offer an unmatched lens on prospective clients, making your job of winning new clients an easier one.

Client experience

An exceptional investment counsellor experience is an exceptional client experience

Continuing to accelerate the digitalization of the client experience is a win-win. Clients are more satisfied and you’re more free to focus on what you do best: building relationships and serving your clients.

Tell our unique story to future clients

Tell our one-firm philosophy and unified brand story with compelling marketing collateral and an online presence that captures who we are and clearly communicates our value proposition.

Online onboarding

With today’s advanced technology, there shouldn’t be a need for stacks of paper, redundant key entries, and the various administrative hurdles of opening an account. That's why we've streamlined and simplified the online onboarding process for clients.

Ease of documentation with eSignlite
Guided instructions so clients know where they are in the process at all times
Reduced errors thanks to built-in system validation and pre-populated forms

Real-time financial projections

Financial planning and wealth management go hand in hand. With our proprietary software, you can offer clients a financial snapshot, including a view of how they are tracking on short- and long-term goals. Think of it as a few clicks to a client’s financial peace of mind, answering pertinent questions in real time, like:

What can I do to ensure my financial goals and priorities become reality?
If I live to be 90, will I have sufficient funds to maintain my desired lifestyle?
Can my business survive a major change or crisis?

Partnering with RBC professionals

Part of Canada’s largest financial institution, RBC PH&N Investment Counsel boasts partnerships in private and commercial banking, Royal Trust, as well as a roster of 250+ wealth advisory specialists. Having these partners at your disposal vastly expands, and raises the value of, your client offerings.

RBC Wealth Management Online

Your clients will gain transparency via an advanced online experience that’s optimized for all devices, including enhanced account information on performance and products, customizable dashboards, e-documents, and more.

Enjoy secure direct messaging with clients, right from their accounts
Go the extra mile for clients as an optional user on their account, assisting with troubleshooting or onboarding
Reduce paperwork by providing clients with e-statements, tax slips, and more

Customized household reporting

Our automatic reporting tool relies on time-saving templates to generate sleek household reports, customized to clients’ unique preferences. Use reporting on an as-needed basis, or opt for scheduled reports, which can be e-delivered or printed and sent on your behalf to support regular reviews.

Comprehensive household reporting
e-delivery through the RBC Wealth Management Online portal

Expanding your wealth offering

Over 250 accountants, tax specialists, legal, and other experts at your service

Your clients’ needs are ever-changing and multifaceted. Meeting them is easy when you have the industry-leading RBC Family Office Services team – comprising accounting, tax, and legal specialists, as well as financial, business owner, and business succession planners – committed to servicing your clients to the same standard that you do.

No matter where you are, expertise is always a quick call or click away. Your specialists are at the ready to help you exceed your clients’ expectations.

“Our team is your team – from legal and tax expertise to financial planning, you’ll never do business alone.”

— Tony Maiorino

Vice President and Director – Head, RBC Family Office Services

“Helping to develop comprehensive financial plans for your clients is essential to building their trust and earning their respect.”

— Howard Kabot

Vice-President, Financial Planning Specialists

“The world of tax, estate, and other wealth planning issues can be complicated. Our team makes sure it’s not.”

— Allison Marshall

Vice-President, HNW Planning Services and Financial Advisory Support Team

“Nothing brings our team more joy than helping you build your clients’ enduring legacy through philanthropic giving.”

— Kim Plews

Head, Philanthropic Advisory Services

“Our team’s focus is not only giving you the right technology for the job, but also always adding features to meet our clients’ evolving needs.”

— Mark Einwechter

Senior Manager, Strategic Wealth Planning Initiatives

“Building relationships is the foundation of our work, as we help clients create, protect, and transfer wealth using strategic insurance solutions.”

— John Hamilton

President, Wealth Management Financial Services

Anticipating, projecting, and tracking your clients’ aspirations

You don’t have to worry about the changing wealth and technology needs of your clients – we’re already there with our proprietary software.

Goals: A wealth planning advice solution to identify and report on your clients’ goals.

Priorities: An integrated tool that pulls everything important to your client into one place, enabling you and your client to define and prioritize their milestones.

Solutions: A client-centric tool that helps you identify, add value, and capitalize on client opportunities.

In the community

Serving and reflecting our diverse world

At RBC PH&N Investment Counsel, wealth refers to so much more than money. It includes a sense of well-being, belonging, and prosperity in the communities where we live and work. Together, we use our time, talent, and resources to create a meaningful impact in specific focus areas to inspire positive change.

Diversity and inclusion

We look for opportunities, from events to workplace initiatives, to celebrate diversity and inclusion and promote a sense of belonging.

Healthy, prosperous communities

We extend support to programs and organizations that offer food, shelter, and other forms of relief to our most vulnerable community members.

Youth mental health

We support mental health initiatives and programs that offer youth equitable access to skill- and career-building opportunities to help shape their futures.