Private Client Associate
RBC — TORONTO, Ontario, Canada
Posted 2026-10-16
Job Description What is the opportunity? 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 and administration and superior service to RBC PH&N Investment Counsel high net worth Clients. Please visit: RBC PH&N Investment Counsel Inc. for more information. What will you do? 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 meetings / calls Stay current with all RBC Policies & Procedures Assist other team members and continue to strengthen cross-business working relationships. What do you need to succeed? Must Have: University Degree CSC (Canadian Securities Course) Minimum of 2 years' experience in a similar role in the Investment Industry Advanced proficiency in