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Added 14 mins ago
PS
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RBC

Private Client Associate

Mississauga, ON, Canada

$46,000.00 - $70,000.00 · Full-time

Apply on rbc.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Pay: $46,000.00 - $70,000.00
Job type: Full-time
Apply by: Nov 30, 2026
Experience: Minimum of 2 years' experience in a similar role in the Investment Industry
Posting language: English
Posted: Nov 13, 2026

Original job description

Job Description

What is the opportunity?

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. 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, administration, and superior service to RBC PH&N Investment Counsel high-net-worth Clients. In addition, you will help with receptionist duties to ensure clients are greeted and received for appointments. For more information, please visit: RBC Phillips, Hager & North Investment Counsel

What will you do?

Private Client Associate duties:

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 meeting /calls

Stay current with all RBC Policies & Procedures

Assist other team members and continue to strengthen cross-business working relationships.

Receptionist duties:

Ensure all clients and staff is attended to in a highly professional, efficient and courteous manner.

Become one of the main points of contact for day-to-day technology and premises troubleshooting.

Liaise with appropriate functional departments to minimize client and staff disruption

Help manage incoming communications from clients, Investment Counsellors and other internal and external partners

Contribute to team by assisting with coordinating any staff functions

Complete expense reports for Counsellors and order courier supplies, maintain access card log list for audit purposes, order marketing material for the office

Various other duties and projects as assigned by the Manager, Practice Enablement

What do you need to succeed?

Must Have:

Minimum of 2 years' experience in a similar role in the Investment Industry

Prior receptionist experience in a professional and high profile office environment

Advanced proficiency in MS Office (Excel, Word, PowerPoint)

Exceptional communication verbal and written communication skills

Nice to Have:

CSC (Canadian Securities Course)

University Degree

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.

Gain a breadth of experience and exposure to the global WM platform

Opportunities to take on progressively greater accountabilities

Opportunities to building close relationships with colleagues and clients RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

Drives RBC’s high-performance culture

Enables collective achievement of our strategic goals

Generates sustainable shareholder returns and above market shareholder value

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 Activities

Additional Job Details

Address:

4 ROBERT SPECK PKY:MISSISSAUGA

City:

Mississauga

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-11-13

Application Deadline:

2026-11-30

Note: 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 - $70,000.00

The 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 range 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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

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.

Apply on rbc.wd3.myworkdayjobs.com About employer

More about this job

Responsibilities

The Private Client Associate will assist the investment team with daily portfolio maintenance, administration, and high-quality client service. Additionally, the role involves receptionist duties, including greeting clients, managing communications, and troubleshooting office technology.

Requirements

Candidates must have at least 2 years of experience in the investment industry and prior receptionist experience in a professional environment. Proficiency in MS Office and strong communication skills are required, while a university degree and CSC certification are considered assets.

Skills

Customer service
Portfolio maintenance
Administrative support
Account management
MS Office
Excel
Word
PowerPoint
Communication skills
Problem solving
Receptionist duties
Technology troubleshooting
Record keeping
Expense reporting
Investment industry knowledge

Benefits

Discretionary variable compensation program
Professional development opportunities
Career growth opportunities

Visa sponsorship

Not detected in the job text

Keywords

Investment Counsel
High-net-worth clients
Portfolio maintenance
Account opening
Client management
Receptionist
MS Office
Excel
Word
PowerPoint
CSC
Canadian Securities Course
Wealth Management
Administrative support
Expense reports
Client inquiries
Investment industry
Professional services
Data management
Communication

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Work requirements

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