Private Client Associate

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)

Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French 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

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÉAL
City:

MONTRÉAL
Country:

Canada
Work hours/week:

37.5
Employment Type:

Full time
Platform:

WEALTH MANAGEMENT
Job Type:

Regular
Pay Type:

Salaried
Posted Date:

2025-07-03
Application Deadline:

2025-08-18
Note: Applications will be accepted until 11:5+ PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

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.

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