Private Client Associate

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 an Investment Counsellor and other members of the team in providing daily portfolio maintenance administration and superior service to high net worth clients of RBC Phillips, Hager & North Investment Counsel Inc.

As a Private Client Associate you will be a critical member of a high-performing investment counselling team dedicated to delivering exceptions client servicing, discretionary investment management and wealth services to high-net-worth individuals and families. You will work alongside Investment Counsellors to provide operations and relationship support, ensuring seamless and personalized client experiences.

What will you do?

Respond to client inquiries and ensure any issue is resolved to the satisfaction of the client

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

Assist other team members and continue to strengthen cross-business working relationships

What do you need to succeed?

Must Have

Minimum 2 years experience in a similar role in the investment industry

College diploma or bachelor’s degree

Advanced proficiency in Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)

Proven client service skills

Meticulous attention to detail and excellent time management skills

Nice to Have

CSC, CIM, and\or CFP Designations

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

A world-class training program in financial services

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 :

95 KING ST S : WATERLOO

City : Waterloo

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform : WEALTH MANAGEMENT

Job Type : Regular

Pay Type : Salaried

Posted Date : 2026-01-29

Application Deadline :

2026-02-12

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 :

0-0

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 rage 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.