Private Client Associate

RBC; City of Langley; On-site; CAD 41,000 - 60,000; Full time

Benefits offered by this job

Total Rewards Program

Coaching & development

Impactful work with top clients

Job summary

RBC PH&N Investment Counsel is seeking a capable Investment Support Associate to assist the Investment Counsellor and team with daily portfolio maintenance and administration for high net worth clients. The role involves opening accounts, documenting cash flows, and ensuring accurate trade processing.

You will join a dynamic team in Langley, BC, supporting high-touch client service and working within RBC Wealth Management Services. 37.5 hours weekly, full-time role, salary range provided.

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

Under pressure

Client service

Education

University Degree

CSC

Tools

Excel

PowerPoint

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.

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.

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. For more information, please visit: http://www.rbcphnic.com

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

The expected salary range for the above position is $41,000 - 60,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.

This position may be eligible to receive a discretionary/variable incentive payment.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC’s high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

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

8411 200 ST:LANGLEY

City

Langley

Country

Canada

Work hours/week

37.5

Employment Type

Full time

Platform

WEALTH MANAGEMENT

Job Type

Regular

Pay Type

Salaried

Posted Date

2026-09-29

Application Deadline

2026-10-30

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