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Full-time
bachelor degree
Bonuses, Flexible benefits, Competitive compensation, Commissions, Stock, Training program
Posted 2d ago
~38 hrs/week
Responsibilities
The Private Client Associate will assist Investment Counsellors with daily portfolio maintenance, account administration, and client relationship support. They are responsible for ensuring accurate trade processing, managing account documentation, and providing superior service to high-net-worth clients.
Requirements
Candidates must have at least 2 years of experience in the investment industry and hold a college diploma or bachelor's degree. Proficiency in Microsoft 365 and strong client service skills are required, while professional designations like CSC, CIM, or CFP are considered assets.
Full job description
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
Note:Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.
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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.
Related keywords
Investment CounselWealth ManagementPortfolio MaintenanceClient ServiceMicrosoft 365CSCCIMCFPAsset and Liability ManagementCash ManagementFinancial Statement AnalysisInvestment RiskMarket RiskAccount OpeningHigh Net Worth
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