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Added 5 days ago
Private Trust Client Service Associate
TD
Toronto, ON
Full-time
Are you revered for your attention to detail and seamless service delivery to both client and your relationship manager? If so, then this can be a perfect for you. As Private Trust Client…
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 1 day ago
Associé·e, Investissements (Bilingue)
Canada Infrastructure Bank/ Banque de l'infrastructure du Canada
Montreal, QC
Full-time
Diplôme de premier cycle en économie, en administration des affaires, en finances, en génie, en mathématiques ou l’équivalent
Added 6 days ago
PIA Client Service Associate
TD
Kamloops, BC
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 6 days ago
PIA Client Service Associate
TD
Regina, SK
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 5 days ago
PIA Client Service Associate
TD
Saanich, BC
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 3 days ago
PIA Client Service Associate
TD
Mississauga, ON
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 6 days ago
Client Service Associate
BMO
Vancouver, BC · FBT
Full-time
…roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep market knowledge with the strength and…
Added 5 days ago
Client Service Associate, Private Wealth
BMO
Oakville, ON · OAKPLACE
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…
Added 15 days ago
Trust Associate, Scotiatrust - Montreal/Quebec City
Scotiabank
Montreal, QC
As a Trust Associate in a Scotia Wealth Management Office, you provide proactive administrative and client service support to a Trust Officer and their account portfolio of varying size and…
Added 2 days ago
Financial Transformation, Senior Associate
PwC
Toronto, ON · Ottawa, ON · Calgary, AB
Full-time
As a Financial Transformation, Senior Associate, unlock your potential and embrace the chance to drive meaningful outcomes that’ll elevate your career. Your role will include, but isn’t…
Added 2 days ago
Associate Director Administration
McGill University
Brown Student Serv.
Full-time
Reporting to the Senior Director of Student Services, the Associate Director, Administration is responsible for strategic resource planning and reporting across the Student Services…
Added 2 days ago
ScotiaMcLeod Administrative Associate
Scotia Wealth Management
Montreal, QC
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 2 days ago
Associate
RBC Dominion Securities
Calgary, AB
Full-time
…external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with an…
Added 2 days ago
ScotiaMcLeod Administrative Associate
Scotiabank
Montreal, QC
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 2 days ago
Associate
RBC
Calgary, AB
Full-time
…external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with an…
Added 3 days ago
Associate, Corporate Development
Tenstorrent
Toronto, ON
…technology to partners worldwide. The Corporate Development Associate leads client-facing analysis for the strategic deals side of the team, owning the evaluation, structuring, and…
Added 2 days ago
Associate
Royal Bank of Canada
Calgary, AB
Full-time
…external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with an…
Added 2 days ago
Associate, Private Client Group
Beutel, Goodman & Company Ltd.
Toronto, ON
Full-time
The Associate will work closely with Portfolio Managers to support high-net-worth clients within the Beutel Goodman Private Client Group (PCG). As a key contact for administrative matters,…
Added 2 days ago
Wealth Associate
National Bank of Canada
Sherbrooke, QC
Full-time
A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele. In this role, you…
Added 3 days ago
Client Experience Associate
Harbourfront Wealth Management
Toronto, ON
$60,000 to $80,000 CAD / year
Full-time
Cumberland Private Wealth, in partnership with Harbourfront Wealth, is a leading discretionary wealth management firm advising high-net-worth individuals, families, and foundations across…
Added 3 days ago
Associate Director, Asset Based Lending
Royal Bank of Canada
Toronto, ON
Full-time
In this role, you will be part of the Corporate Client Group – Asset Based Lending Portfolio Management team, which acts as mid-market Corporate Banking for RBC's Canadian Banking Asset…
Added 3 days ago
Associate Director, Asset Based Lending
RBC
Toronto, ON
Full-time
In this role, you will be part of the Corporate Client Group – Asset Based Lending Portfolio Management team, which acts as mid-market Corporate Banking for RBC's Canadian Banking Asset…
Added 3 days ago
Client Onboarding & Acct Service Specialist
Ventum Financial Corp.
Vancouver, BC · Toronto, ON
$50,000 to $65,000 CAD / year
Full-time · Contract
…employees nationwide and approximately $10 billion in assets under administration. Known for its entrepreneurial spirit and client-first approach, Ventum Financial provides expertise across…
Added 3 days ago
Associate Financial Advisor
Raymond James
Waterloo, ON
Full-time
As our team continues to grow, we are seeking an experienced and highly motivated Associate Financial Advisor to work closely with our advisors in delivering exceptional client experiences…

Royal Bank of Canada

Private Client Associate

Quebec, QC, G1R 3P2, 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 associate will assist investment counsellors 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 hold a Diploma of College Studies or a bachelor's degree and possess advanced proficiency in Microsoft 365 applications. Bilingualism in English and French is required, along with strong client service and organizational skills.

Skills

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

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock options
Training program

Visa sponsorship

Not detected in the job text

Keywords

Investment Counsel
Wealth Management
Portfolio Maintenance
Client Service
Trade Processing
Account Opening
Microsoft 365
Word
Excel
PowerPoint
Outlook
Bilingual
Financial Services
Administration
Client Management
RBC

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