Job Summary
Job Description
What is the opportunity?
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.
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
Diploma of College Studies (DCS) or bachelor's degree
Advanced proficiency in Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
Requires fluency in French and English in order to serve our clients in the community with French and English speaking needs
Proven client service skills
Meticulous attention to detail and excellent time management skills
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
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