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Associate - 18 month contract
Royal Bank of Canada
Mississauga, ON
Full-time
Manage administrative and operational activities, including calendar management, schedule client meetings, expense processing, document preparation, and manage follow-up activities.
Associate - 18 month contract
RBC
Mississauga, ON
Full-time
Manage administrative and operational activities, including calendar management, schedule client meetings, expense processing, document preparation, and manage follow-up activities.
Associate, Investment Counsel
Scotiabank
Toronto, ON
The Associate is expected to provide high-level administrative support to a large group of portfolio managers and analysts in the Equity Income Team at 1832 Asset Management. This role…
Private Client Associate
Akkodis
Toronto, ON
Contract
As a member of the Private Wealth Middle Office team, you will provide specialized administrative support for accounts managed on behalf of high-net-worth clients of the trust company. You…
Associate, Treasury
Questrade Financial Group
Toronto, ON
Questrade Financial Group (QFG), through its companies - Questrade, Questbank, Questrade Wealth Management, Community Trust Company, Zolo, and Flexiti, provides securities and foreign…
Financial Services Associate
CIBC
Garibaldi Highlands, BC
Full-time
…futures and set up their businesses. As a Financial Services Associate in the Imperial Service Team, you’ll provide administrative and client support to seek business growth opportunities.…
Associate Benefits Consultant
People Corporation
Toronto, ON · ON - PC Sheppard - Toronto
Full-time
Continuing education to maintain a high level of knowledge of employee benefit legislation, administrative issues, plan rules, claim management and client specific procedures
Associate
Wellington-Altus
Gibsons, BC
Full-time
Reporting to the lead advisor, the Associate will participate in a broad range of administrative and operational projects and tasks to support the efficient and successful operations of the…
Associate, Healthcare and Professional Banking, Business Banking
Scotiabank
ON · Calgary, ON
The Associate, Healthcare & Professional Banking provides day-to-day support to Specialists by managing routine client servicing, administrative coordination, and straightforward sales and…
TD Asset Management National Sales Intern / Co-Op (Winter 2027)
TD
Toronto, ON
Full-time
Develop, maintain and apply an in-depth knowledge of product solutions and offerings within TD Wealth Management as well as industry trends
Added 1 day ago
Associate Director, North American Investment Manager Research
BMO
Toronto, ON · FCP
Full-time
The Associate Director (NAIMR), provides high quality sales and service to Investment Advisors and Investment Counsellors to deliver an exceptional client experience. Provides technical…
Sales Associate - Calgary
Scotiabank
AB · Calgary, AB
…then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic…
Operations Associate
Insight Global
Toronto, ON
$20 to $22 CAD / hour
Contract
Insight Global is partnering with one of Canada’s top banking institutions to hire a team of Operations Associates to support the expansion of its Wealth Management division during the busy…
Auto Retention Associate
HUB International
Prince George, BC · Victoria, BC · Abbotsford, BC · Nanaimo, BC · Castlegar, BC · Kamloops, BC · Kelowna, BC
Full-time
…network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy – so…
Auto Retention Associate
HUB International
Abbotsford, BC
Full-time
…network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy – so…
Mutual Fund & GIC Associate
Ventum Financial Corp.
Vancouver, BC
$55,000 to $65,000 CAD / year
Full-time
…private clients, Ventum offers a comprehensive advisory and wealth management platform for its Investment Advisors and Portfolio Managers who provide customized advice to their clients and…
Client Care Representative - Auto Associate
HUB International
Duncan, BC
Full-time
…network of insurance, risk, employee benefits, retirement, and wealth management specialists dedicated to delivering tailored solutions and unrelenting advocacy - so you're always ready for…
Client Care Representative - Auto Associate
HUB International
Victoria, BC
Full-time
…network of insurance, risk, employee benefits, retirement, and wealth management specialists dedicated to delivering tailored solutions and unrelenting advocacy - so you're always ready for…
Client Care Representative - Auto Associate
HUB International
Campbell River, BC
Full-time
…network of insurance, risk, employee benefits, retirement, and wealth management specialists dedicated to delivering tailored solutions and unrelenting advocacy - so you're always ready for…
Client Care Representative - Auto Associate
HUB International
Victoria, BC
Full-time
…network of insurance, risk, employee benefits, retirement, and wealth management specialists dedicated to delivering tailored solutions and unrelenting advocacy - so you're always ready for…
Client Care Representative - Auto Associate
HUB International
Remote, Canada
Full-time · Remote
…network of insurance, risk, employee benefits, retirement, and wealth management specialists dedicated to delivering tailored solutions and unrelenting advocacy - so you're always ready for…
Certified Financial Planner
Raymond James
Barrie, Ontario
Full-time
Raymond James Ltd. is seeking an experienced Associate Advisor/Associate Portfolio Manager to work in our Barrie office. Raymond James Ltd. is one of Canada’s leading full-service…
Private Client Associate
RBC
Quebec, QC
Full-time
Be a key support to the administrative activities and responsibilities of the team
Private Client Associate
Royal Bank of Canada
Quebec, QC
Full-time
Be a key support to the administrative activities and responsibilities of the team
Private Client Associate- EN
RBC
Quebec, QC
Full-time
Be a key support to the administrative activities and responsibilities of the team

RBC

Private Client Associate

Quebec, QC, Canada

Job type: Full-time
Apply by: Oct 4, 2026

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At a glance

Automatically prepared from the listing. Check the original description for the full requirements.

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Responsibilities

The Private Client Associate will assist the Investment Counsellor with daily portfolio maintenance, trade processing, and account administration. They are also responsible for managing client inquiries, scheduling meetings, and maintaining accurate client records.

Requirements

Candidates must possess a Diploma of College Studies (DCS) or a bachelor's degree and demonstrate advanced proficiency in Microsoft 365 applications. Bilingualism in English and French is required, along with strong client service and time management skills.

Experience

0 to 2 years

Education

bachelor degree

Working hours

38 hours per week

Work arrangement

On-site

Skills

Portfolio maintenance
Client service
Trade processing
Account opening
Documentation management
Microsoft 365
Word
Excel
PowerPoint
Outlook
Time management
Attention to detail
Bilingualism
Financial services

Benefits

Total Rewards Program
Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock options

Visa sponsorship

Not detected in the job text

Keywords

Investment Counsel
Portfolio Maintenance
Wealth Management
Client Service
Trade Processing
Account Administration
Microsoft 365
Financial Services
Bilingual
Time Management
Documentation
Client Relations
RBC
Investment
Administrative Support

Original job description

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:

2828 BOUL LAURIER:QUÉBEC

City:

Québec

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-08-03

Application Deadline:

2026-10-05

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.

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