Private Client Associate

RBC - Royal Bank
Mississauga, ON
13 $ / heure (estimé)
Temps plein

Job Summary

Job Description

What is the opportunity?

RBC PH&N Investment Counsel is one of Canada's leading investment counselling boutiques that offers the next level of investment management designed to free clients from the day-to-day details of managing their wealth.

Our accredited Investment Counsellors work with clients to build personalized strategies, combining our disciplined investment approach with the full breadth of our wealth management capabilities, to help their wealth last for their lifetime and beyond.

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.

Il y a plus de 30 jours
Emplois reliés
RBC - Royal Bank
Toronto, Ontario

Respond to client inquiries and ensure any issue is resolved to the satisfaction of the client. RBC PH&N Investment Counsel is one of Canada's leading investment counselling boutiques that offers the next level of investment management designed to free clients from the day-to-day details of managing...

BMO
Canada, Canada

Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events. Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client...

BMO
Toronto, Ontario

Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events. Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client...

CC&L Private Capital
Toronto, Ontario

Understanding of private client service and investment management practice is an asset. Connor, Clark & Lunn Private Capital ("CC&L Private Capital") is an affiliate of CCLFG, providing professional discretionary money management services to individual investors, foundations and endowments. At Conno...

MUFG Investor Services
Toronto, Ontario

This growth oriented position will have the primary responsibility of providing the full range of fund administration services to private equity and private credit team. Resolve issues/queries raised clients in a timely manner and maintain a high level of client satisfaction. Have a minimum of 5 yea...

BMO
Canada, Canada

Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events. Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client...

MUFG Investor Services
Toronto, Ontario

The Associate will support the day-to-day administration and financial reporting service requirements for our Private Equity and Real Assets clients. Review financial data received from Real Estate or Private Equity clients and load to our internal accounting systems. Collaborate with client, banks,...

Offre sponsorisée
Reimer Associates Inc.
Toronto, Ontario

The successful candidate will be Director level who has good experience with perishable goods, strong skills in Health & Safety and cleanliness and will manage the Warehouse Manager and Fleet Supervisor in the organization. You should have 7-10 years of warehouse & fleet management experience and at...

Offre sponsorisée
Spade Recruiting
Toronto, Ontario

Handle incoming customer service calls. Accept customer calls and return customer. This position will work with multiple clients throughout the day providing outstanding service and product knowledge. Dispatch incoming customer phone calls. ...

Offre sponsorisée
OSL Retail Services Corporation
Toronto, Ontario

Sales and Marketing Representatives. Sales and Marketing Representatives. Tools for success: Smartphone & tablet, business cards, Bell branded clothing, ID badge, Salesforce CRM. Work from a client provided territory lead list to market Bell products to drive sales in residential areas. ...