Private Client Associate

About the Role

RBC PH&N Investment Counsel ("RBC PH&N IC") is one of Canada’s leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high-net-worth clients and small business owners. We provide clients with discretionary investment management and privileged access to the expertise of our RBC Wealth Management Services team which includes highly accredited lawyers, accountants, and financial planning specialists.

Opportunity

As part of a dynamic team, you will assist Investment Counsellors 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.

Responsibilities

• Identify, investigate, and resolve all client inquiries, administrative errors, etc.
• Provide 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

Requirements

Must‑Have

Nice‑to‑Have

Benefits

Compensation

Expected salary range : $41,000 – $60,000, depending on factors including but not limited to candidate’s experience, skills, registration status, market conditions, and business needs.

Key Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Job Details

Inclusion & Equal Opportunity

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.

Application

RBC is presently inviting candidates to apply for this existing vacancy. Qualified applicants may be contacted to review their resume in more detail.

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