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Added 4 hours ago
Senior Associate, Structured Investments
Nassau Financial Group
NB · Chiasson Office, NB
Full-time
Member of NAMCO team responsible for analysis of and buy/sell recommendations on investment offerings of middle-market Collateralized Loan Obligations (CLOs), private-credit structured…
Added 15 hours ago
Senior Associate, Structured Investments
Nassau Financial Group
NB · Chiasson Office, NB
Full-time
Member of NAMCO team responsible for analysis of and buy/sell recommendations on investment offerings of middle-market Collateralized Loan Obligations (CLOs), private-credit structured…
Added 2 days ago
Compliance Manager - Wealth Management
RBC
Toronto, ON
Full-time
…Management Canada business, including RBC Phillips, Hager & North Investment Counsel, RBC Private Counsel USA and RBC Royal Trust, including drafting policies and procedures, producing…
Added 2 days ago
Private Client Associate
ATB
Lloydminster, SK · Alexis Whitecourt 232, AB · Pincher Creek, AB · Chestermere, AB · Fort McMurray, AB · Forestburg, AB · Fort Vermilion, AB · Olds, AB · High Level, AB · Picture Butte, AB · Ponoka, AB · Wainwright, AB · Three Hills, AB · Tofield, AB · Magrath, AB · Hinton, AB · Boyle, AB · Medicine Hat, AB · Athabasca, AB · Fairview, AB · Jasper, AB · Rimbey, AB · Lacombe, AB · St. Paul, AB · Sherwood Park, AB · Viking, AB · Sundre, AB · Sylvan Lake, AB · Didsbury, AB · High Prairie, AB · Carstairs, AB · Lac la Biche, AB · Cold Lake, AB · Stettler, AB · Brooks, AB · Drayton Valley, AB · Airdrie, AB · Castor, AB · Stony Plain, AB · Taber, AB · Milk River, AB · Leduc, AB · Barrhead, AB · Fort Macleod, AB · Grimshaw, AB · Killam, AB · Raymond, AB · Spruce Grove, AB · Westlock, AB · Vegreville, AB · Rocky Mountain House, AB · Spirit River, AB · La Crête, AB · Red Deer, AB · Beaumont, AB · Provost, AB · Vermilion, AB · Valleyview, AB · Caroline, AB · Linden, AB · Vulcan, AB · Canmore, AB · Slave Lake, AB · Elk Point, AB · Smoky Lake, AB · Strathmore, AB · Mayerthorpe, AB · Wildwood, AB · Hanna, AB · Foremost, AB · Peace River, AB · Wetaskiwin, AB · Okotoks, AB · Two Hills, AB · Falher, AB · Manning, AB · Nanton, AB · Trochu, AB · Rycroft, AB · Redwater, AB · Fort Saskatchewan, AB · Andrew, AB · Drumheller, AB · Thorsby, AB · Hythe, AB · Consort, AB · Breton, AB · Coronation, AB · Onoway, AB · Cochrane, AB · Bonnyville, AB · Camrose, AB · Innisfail, AB · Crossfield, AB · Edson, AB · Edmonton, AB · Claresholm, AB · Bow Island, AB · Beaverlodge, AB · St. Albert, AB · Grande Prairie, AB · Banff, AB · Oyen, AB · Calgary, AB · Lethbridge, AB · Coaldale, AB · Lamont, AB · Cardston, AB · Granum, AB · AB · Diamond Valley, AB,CA · Whitecourt, AB,CA
Full-time
As ATB’s next Private Client Associate, you will often be the first point of contact with clients. This gives you a great opportunity to work with your investment counselor(s) to deliver a…
Added 2 days ago
Private Client Associate
ATB Financial
Calgary, AB
Full-time
As ATB’s next Private Client Associate, you will often be the first point of contact with clients. This gives you a great opportunity to work with your investment counselor(s) to deliver a…
Added 2 days ago
Senior Litigation Lawyer
ME Law - Business Litigation Lawyers
Toronto, ON
Full-time
The position is a leadership role within the litigation practice. The Senior Counsel carries delegated professional authority over assigned matters and the lawyers and staff working on…
Added 3 days ago
Litigation Lawyer
ME Law - Business Litigation Lawyers
Toronto, ON
$90,000 to $140,000 CAD / year
Full-time
…We focus exclusively on high-stakes disputes, acting as lead counsel for business owners, corporations, investors, professionals, trustees, executors, and high-net-worth individuals…
Added 3 days ago
Associate Portfolio Manager
Royal Bank of Canada
AB · EDMONTON, Alberta
Full-time
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…
Added 4 days ago
Associate Portfolio Manager
RBC
AB
Full-time
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…
Added 4 days ago
Manager, Privately Managed Portfolios
TD
Toronto, ON
Full-time
The Wealth Investment Office (WIO) provides institutional-grade investment strategy, portfolio management, and goals-based models and portfolios for private clients. WIO sets the standard…
Added 5 days ago
Transition Associate
Wellington-Altus
Saskatoon, SK · Toronto, ON
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 7 days ago
Senior Legal Assistant - Contract
Scotiabank
Toronto, ON
Assist VP & Associate General Counsel, Global Asset Management as required
Added 10 days ago
Client Experience Associate
Harbourfront Wealth Management
Toronto, ON
$60,000 to $80,000 CAD / year
Full-time
…administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance company. At Harbourfront…
Added 12 days ago
Branch Manager CIBC Wood Gundy
CIBC
Winnipeg, MB · Thunder Bay, ON
Full-time
…needs or to refer them to the appropriate partner (e.g. CIBC Private Investment Counsel, Private Banking, Imperial…
Added 12 days ago
Associate
Wellington-Altus
ON
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 14 days ago
Private Client Associate
RBC
Quebec, QC
Full-time
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…
Added 14 days ago
Private Client Associate
Royal Bank of Canada
Quebec, QC
Full-time
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…
Added 14 days ago
Private Client Associate- EN
RBC
Quebec, QC
Full-time
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…
Added 20 days ago
Senior Legal Counsel, Employment Law Group
Scotiabank
Toronto, ON
Reporting to the Vice President and Associate General Counsel, the Senior Legal Counsel provides expert and high-quality legal advice (in English, French and/or Spanish is an asset) and…
Added 1 month 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 23 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 20 days ago
Advisor Succession & Capital Markets.- Associate
Manulife
Toronto, ON
Full-time
Join Manulife Wealth’s Capital Markets Group as an Associate and support the Advisor Succession Program and broader capital markets initiatives. In this role, you will help manage advisor…
Added 28 days ago
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 1 month ago
Associate, Wealth Solutions (Western Canada)
AGF Management
Calgary, AB
Full-time
…fundraising team that is focused on raising capital through IIROC, private investment counsel (PIC) and high net worth (HNW) channels. As AGF Capital Partners expands its manager…
Added 1 month ago
Associate
Wellington-Altus
Gibsons, BC
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.,…

RBC

Private Client Associate- EN

Quebec, QC, Canada

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

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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</a/span>

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

Provide daily portfolio maintenance administration and superior service to high-net-worth clients. Support the Investment Counsellor with trade processing, account documentation, and client meeting coordination.

Requirements

Requires a college diploma or bachelor's degree and advanced proficiency in Microsoft 365. Candidates must be bilingual in English and French with proven client service skills.

Skills

Portfolio Maintenance
Client Service
Account Opening
Documentation Management
Cash Flow Management
Microsoft 365
Bilingualism
Time Management
Attention to Detail
Financial Administration

Benefits

Bonuses
Flexible Benefits
Competitive Compensation
Commissions
Stock Options
Coaching and Development
Training Program

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Investment Counsel
High-Net-Worth Clients
Portfolio Administration
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Microsoft Outlook
Banking
Financial Services
Trade Processing

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