Private Client Associate

rbc; Calgary; On-site; CAD 48,000 - 64,000; Full time

Job summary

RBC PH&N Investment Counsel is seeking an attentive administrative professional to support a high-performing wealth management team in Calgary. You will handle client inquiries, ensure accurate trade processing, and manage account opening and documentation while maintaining client cash flows and balances.

The role requires at least 2 years in the investment industry, strong MS Office skills, and the ability to work under pressure.

Qualifications

• Minimum of 2 years' experience in a similar role in the Investment Industry.
• Advanced proficiency in MS Office ( Excel, Word, PowerPoint)
• Be able to work under high pressure

Responsibilities

• 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.

Skills

MS Office proficiency

High-pressure environment

Education

University Degree

Job description

What is the opportunity?

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 clients and small business owners. We provide clients with discretionary investment management and privileged access to the expertise of our RBC Wealth Management Services team which includes highly accredited lawyers, accountants, and financial planning specialists.

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

• Minimum of 2 years' experience in a similar role in the Investment Industry
• Advanced proficiency in MS Office ( Excel, Word, PowerPoint)
• Be able to work under high pressure

Nice to Have

• CSC
• University Degree

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 with competitive compensation including salary, bonus, flexible benefits, and share savings program where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact for clients as well as employees
• Prestige working for a top firm
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities

Job Skills

• Asset and Liability Management (ALM), Cash Management, Client Counseling, Competitive Markets, Financial Statement Analysis, Investment Management, Investment Risk, Market Risk, New Challenges, Results-Oriented

Additional Job Details

Address: 333 7 AVE SW:CALGARY City: Calgary Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-10-22 Application Deadline: 2026-11-01 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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.