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Private Client Associate
Private Client AssociateRBC • Toronto, ON, CA
Private Client Associate

Private Client Associate

RBC • Toronto, ON, CA
7 days ago
Job type
  • Full-time
  • Part-time
Job description

Overview

What is the opportunity? As part of a dynamic team, you will be responsible for assisting the Investment Counsellor and other members of the team in providing daily portfolio maintenance and administration and superior service to RBC PH&N Investment Counsel high net worth Clients.

What will you do?

  • Identify, investigate, and resolve all client inquiries, administrative errors, etc.
  • Be a key support to the administrative activities and responsibilities of the team
  • Ensure trades are processed accurately and on a timely basis
  • Manage all aspects of account opening and documentation and maintain client cash flows and balances
  • Maintain records and files and attend client meetings as required
  • Proactively assist with client management of appointments and scheduled meetings / calls
  • Stay current with all RBC Policies & Procedures
  • Assist other team members and continue to strengthen cross-business working relationships

What do you need to succeed?

Must-have

  • University Degree
  • CSC / CPH
  • Minimum of 2 years' experience in a similar role in the Investment Industry
  • Advanced proficiency in MS Office (Excel, Word, Powerpoint)
  • Be able to work under high pressure
  • Nice-to-have

  • Current enrollment in CFA
  • 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.

  • Challenging work
  • Variety of assignments
  • Financial strength and a strong brand
  • Prestige
  • Management that supports your work and progression
  • About RBC

    Royal Bank of Canada is Canada's largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America's leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit rbc.com.

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    Stay in-the-know about great career opportunities at RBC. It's easy! Join our Talent Community and get the inside scoop on the jobs, career paths, and recruitment events that matter to you.

    Inclusion and Equal Opportunity Employment

    RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal / Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.

    Job Skills

    Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities

    Additional Job Details

    Address : ROYAL BANK PLAZA, 200 BAY ST : TORONTO

    City : Toronto

    Country : Canada

    Work hours / week : 37.5

    Employment Type : Full time

    Platform : WEALTH MANAGEMENT

    Job Type : Regular

    Pay Type : Salaried

    Posted Date : 2026-01-27

    Application Deadline : 2026-02-10

    Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above. Compensation for this position (including salary and discretionary / variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

    Pay Range

    The expected pay range for this position is : $46,000.00 - $70,000.00. The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay range for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable. You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.

    Inclusion and Equal Opportunity Employment

    At 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.

    Join our Talent Community

    Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

    Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com

    RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

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