Private Client Associate
- Toronto, ON, Canada
$46,000.00 - $70,000.00 · Full-time
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Job details
- Pay
- $46,000.00 - $70,000.00
- Job type
- Full-time
- Apply by
- Experience
- Minimum of 2 years' experience in a similar role in the Investment Industry
- Posting language
- English
- Posted
Original job description
Job Description
What is the opportunity?
As part of a dynamic team, you will be responsible for assisting the Investment Counsellor and other members of the team in providing daily portfolio maintenance and administration and superior service to RBC PH&N Investment Counsel high net worth Clients.
What will you do?
Identify, investigate, and resolve all client inquiries, administrative errors, etc.
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
Stay current with all RBC Policies & Procedures
Assist other team members and continue to strengthen cross-business working relationships.
What do you need to succeed?
Must-have
Post Secondary Education
CSC / CPH
Minimum of 2 years' experience in a similar role in the Investment Industry
Advanced proficiency in MS Office (Excel, Word, PowerPoint)
Be able to work under high pressure
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.
Challenging work
Variety of assignments
Financial strength and a strong brand
Prestige
Management that supports your work and progression
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 ActivitiesAdditional Job Details
Address:
BAY WELLINGTON TOWER, 181 BAY ST:TORONTOCity:
TorontoCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedPosted Date:
2026-08-28Application Deadline:
2026-10-29Note: 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:
$46,000.00 - $70,000.00The 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.
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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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.
More about this job
Responsibilities
You will assist the Investment Counsellor with daily portfolio maintenance, administration, and high-quality service for high-net-worth clients. Responsibilities include processing trades, managing account documentation, and resolving client inquiries while maintaining accurate records.
Requirements
Candidates must have post-secondary education, a CSC/CPH certification, and at least two years of experience in the investment industry. Proficiency in MS Office and the ability to work under pressure are essential for success in this role.
Skills
- Customer service
- Portfolio maintenance
- Account administration
- Trade processing
- Client inquiry resolution
- MS Office
- Excel
- Word
- PowerPoint
- Group problem solving
- Sales activities
- Product services
- Oral communications
- Perseverance
- Follow-through
Benefits
- Discretionary variable compensation program
- Professional development support
- Career progression opportunities
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Customer Service & Support
- Administrative
- Management & Leadership
- Sales
Keywords
- Investment Counsel
- Portfolio Maintenance
- Administration
- High Net Worth Clients
- Trade Processing
- Account Opening
- Client Management
- RBC Policies
- CSC
- CPH
- MS Office
- Excel
- Word
- PowerPoint
- Customer Service
- Wealth Management
- Financial Services
- Client Relations
- Documentation
- Investment Industry