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Added 13 days ago
Private Client Associate
RBC
Quebec, QC
Full-time
…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…
Added 12 days ago
ScotiaMcLeod Administrative Associate - Victoria
Scotia Wealth Management
Victoria, BC
Full-time
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
Added 13 days ago
Private Client Associate
Royal Bank of Canada
Quebec, QC
Full-time
…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…
Added 13 days ago
Private Client Associate- EN
RBC
Quebec, QC
Full-time
…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…
Added 13 days ago
ScotiaMcLeod Administrative Associate - Victoria
Scotiabank
Victoria, BC
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
Added 13 days ago
Associate, National Accounts - Toronto, ON
Scotiabank
Toronto, ON
The Associate provides the Director and Associate Directors, National Account, Canadian Commercial Banking with support needed to service client requirements and new asks. This will include…
Added 18 days ago
Senior Associate, Nexus, Regulatory Reporting
MUFG Investor Services
Toronto, ON
Full-time
MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1…
Added 18 days ago
Associate Director, Business Data Office, Data Integrity & Operations
MUFG Investor Services
Toronto, ON
$75,750 to $125,000 CAD / year
Full-time
MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1…
Added 18 days ago
Client Service Associate London, ON
Scotia Wealth Management
London, ON
Full-time
Reporting to the Manager, Regional Administration, as a Client Service Associate, you will be responsible for providing administrative and operational support, both in-office and virtually,…
Added 18 days ago
Wealth associate
National Bank of Canada
Montreal, QC
Full-time
Assist the Private Wealth Advisor in all administrative tasks related to managing client accounts.
Added 22 days ago
Tier 2 Infrastructure & Network Engineer - Prince George, BC
Core Network Solutions Inc.
Prince George, BC
Full-time
…infrastructure environments for municipalities, health authorities and private-sector organizations - clients who expect their infrastructure to simply work, and who count on us when it…
Added 18 days ago
Senior Associate, Nexus, Regulatory Reporting
MUFG Investor Services
Toronto, ON
Full-time
MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1…
Added 18 days ago
Associate Director, Business Data Office, Data Integrity & Operations
MUFG Investor Services
Toronto, ON
$75,750 to $125,000 CAD / year
Full-time
MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1…
Added 19 days ago
Client Service Associate London, ON
Scotiabank
London, ON
Reporting to the Manager, Regional Administration, as a Client Service Associate, you will be responsible for providing administrative and operational support, both in-office and virtually,…
Added 19 days ago
Wealth Management Tax Administration Internship-Co-op (Ottawa) - Winter 2027
Scotiabank
Ottawa, ON
Discuss tax rules and tax elections with the Tax Officer, Associate Tax Officer and/or Manager, Taxation, and assess client tax situations, perform detailed analysis, undertake research,…
Added 19 days ago
Wealth Management Tax Administration Internship-Co-op (Toronto) - Winter 2027
Scotiabank
Toronto, ON
Discuss tax rules and tax elections with the Tax Officer, Associate Tax Officer and/or Manager, Taxation, and assess client tax situations, perform detailed analysis, undertake research,…
Added 19 days ago
Wealth Management Tax Administration Internship-Co-op (Vancouver) - Winter 2027
Scotiabank
Vancouver, BC
Discuss tax rules and tax elections with the Tax Officer, Associate Tax Officer and/or Manager, Taxation, and assess client tax situations, perform detailed analysis, undertake research,…
Added 19 days ago
Wealth Management Tax Administration Internship-Co-op (Hamilton) - Winter 2027
Scotiabank
Hamilton, ON
Discuss tax rules and tax elections with the Tax Officer, Associate Tax Officer and/or Manager, Taxation, and assess client tax situations, perform detailed analysis, undertake research,…
Added 1 month ago
Wealth Administrator St John's NFLD or Sydney NS
Scotiabank
St. John's, NL
Reporting to the Manager, Regional Administration, as a Client Service Associate, you will be responsible for providing administrative and operational support, both in-office and virtually,…
Added 29 days ago
Senior Wealth Planner, Advanced Wealth Planning
Wellington-Altus
Vancouver, BC · Winnipeg, MB · Toronto, ON · AB
Full-time
…Growing Companies* and the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc.,…
Added 25 days ago
Senior Associate Director, Nexus, Client Delivery
MUFG Investor Services
Vancouver, BC
$105,000 to $154,000 CAD / year
Full-time
The Senior Associate Director is accountable for the performance and results of assigned private equity and private debt client portfolios, ensuring high-quality, timely and controlled…
Added 22 days ago
Administrative Associate
Wellington-Altus
AB
Full-time
…Growing Companies* and the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc.,…
Added 23 days ago
Associate Producer - SCW
The Second City
Toronto, ON
$50,000 CAD / year
The Associate Producer will work closely with the Second City Works team in matters of operations and logistics. The Associate Producer will assist the Senior Producer with client…
Added 24 days ago
PIA Client Service Associate
TD
Laval, QC
Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 24 days ago
Client Service Associate, Private Wealth
BMO
Toronto, ON · CLAIRE
Full-time
The Client Service Associate supports one or more Investment Advisors (IAs) and IA Team and staff, and private wealth branch operations with day-to-day administration and provides…

RBC

Private Client Associate

Quebec, QC, Canada

Job type: Full-time
Apply by: Oct 5, 2026
Posting language: English
Posted: Sep 14, 2026

Apply About employer

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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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More about this job

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.

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

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