Private Client Associate

RBC; London; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Total rewards

Bonuses

Stock options

Coaching

Dynamic team

Job summary

RBC PH&N Investment Counsel is a leading Canada-based investment counselling boutique seeking a Private Client Associate to join a high-performing team in London, Ontario. You will work with Investment Counsellors to deliver personalized strategies, assist with daily portfolio maintenance, and provide exceptional service to high-net-worth clients.

You will handle account opening, trade processing, client meetings, scheduling, and cross‑team coordination, helping ensure accurate records and

Qualifications

• Minimum 2 years experience in a similar role in the investment industry.
• College diploma or bachelor’s degree.
• Advanced proficiency in Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook).
• Proven client service skills.
• Meticulous attention to detail and excellent time management skills.

Responsibilities

• 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.

Skills

Client service skills

Time management

Attention to detail

Education

College diploma or bachelor’s degree

Tools

Microsoft 365 (Word, Excel, PowerPoint, Outlook)

Job description

What is the opportunity? RBC PH&N Investment Counsel is one of Canada’s leading investment counselling boutiques that offers the next level of investment management designed to free clients from the day-to-day details of managing their wealth. Our accredited Investment Counsellors work with clients to build personalized strategies, combining our disciplined investment approach with the full breadth of our wealth management capabilities, to help their wealth last for their lifetime and beyond.

Job Description

What is the opportunity? RBC PH&N Investment Counsel is one of Canada’s leading investment counselling boutiques that offers the next level of investment management designed to free clients from the day-to-day details of managing their wealth. Our accredited Investment Counsellors work with clients to build personalized strategies, combining our disciplined investment approach with the full breadth of our wealth management capabilities, to help their wealth last for their lifetime and beyond.

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.

As a Private Client Associate you will be a critical member of a high-performing investment counselling team dedicated to delivering exceptions client servicing, discretionary investment management and wealth services to high-net-worth individuals and families. You will work alongside Investment Counsellors to provide operations and relationship support, ensuring seamless and personalized client experiences.

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

• Minimum 2 years experience in a similar role in the investment industry
• College diploma or bachelor’s degree
• Advanced proficiency in Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
• Proven client service skills
• Meticulous attention to detail and excellent time management skills

Nice to Have

• CSC, CIM, and\or CFP Designations

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

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: 148 FULLARTON ST:LONDON

City: London

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-08-10

Application Deadline: 2026-08-25

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.