Job Summary
Job Description
What is the opportunity?
PH&N Institutional has been providing Canadian-based organizations with excellence in investment management and service for over half a century. As one of Canada's most established institutional asset managers, we provide customized, global investment solutions and industry-leading service for institutional clients. A division within RBC Global Asset Management, we stand apart among competitors in our experience and ability to deliver relevant investment solutions with exceptional service, research-driven investment counsel, and disciplined investment capabilities.
The Canadian Institutional team acts as the main liaison between the firm and its institutional clients and prospects. In support of this effort, this role encompasses the full spectrum of client development, ongoing client service and client retention. The successful candidate will primarily be focused on business development, including direct prospect coverage in the Ontario market. Please visit: https://institutional.phn.com for more information.
What will you do?
Develop new prospects and profitable business within the marketplace, helping expand our Institutional investment management business
Develop and execute a strategic business plan for key prospects under coverage
Through attentive, in-depth understanding of the specific needs of institutional investors, appropriately respond to requests for proposal, delivering exceptional presentations that establish rapport and earn trust
Act as ambassador for the firm and enhance its marketplace presence by attending industry functions
Recommend and execute appropriate investment solutions designed to achieve the objectives of institutional clients and prospects, including identifying and developing new solutions and/or products
Act as principle contact between the client and PH&N Institutional regarding all aspects of investment portfolios, coordinating requests with appropriate areas within the firm as required
Clearly articulate the firm's products and investment processes to all audiences
Build and manage a portfolio of institutional clients
What do you need to succeed?
Must Have
University degree, preferably in economics, finance, commerce, mathematics or accounting
Chartered Financial Analyst (CFA) designation, or equivalent industry designations
Advanced (10+ years) investment industry experience, preferably in a senior business development, consultant relations or client-facing role
Registration as an Advising Representative - Portfolio Manager with the different Canadian regulatory authorities
Exceptional communication and presentation skills with the ability to effectively communicate complex solutions to diverse audiences
Ability to travel frequently to meet business needs
Broad knowledge of the global investment environment, economic trends, and financial markets
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.
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to do challenging work
Job Skills
Additional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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