City : TORONTO, Ontario, Canada

Category : Customer Service | Client Advice | Sales

Industry : Financial/Banking

Employer : RBC

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

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above