Private Client Associate

RBC; Mississauga; In loco; CAD 46.000 - 70.000; Tempo pieno

Descrizione del lavoro

RBC PH&N Investment Counsel is seeking a Private Client Associate to support investment counsellors with daily portfolio maintenance, administration, and high-level client service in Mississauga. You will also handle receptionist duties, greet clients, and coordinate meetings and communications.

The role requires at least 2 years in a similar role, strong MS Office skills, and excellent verbal/written communication.

Competenze

• Minimum of 2 years' experience in a similar role in the Investment Industry.
• Prior receptionist experience in a professional and high profile office environment.
• Advanced proficiency in MS Office (Excel, Word, PowerPoint).
• Exceptional communication verbal and written communication skills.

Mansioni

• Identify, investigate, and resolve all client inquiries and administrative errors.
• Be a key support to the administrative activities of the team.
• Ensure trades are processed accurately and on time.
• Manage account openings and documentation; maintain client cash flows and balances.
• Maintain records and attend client meetings as required.
• Assist with client management of appointments and calls.
• Stay current with RBC Policies & Procedures.
• Assist other team members and strengthen cross-business relationships.

Conoscenze

Customer service

MS Office

Oral communications

Interpersonal relations

Problem solving

Sales opportunities

Documentation

Client knowledge

Attention to detail

Follow-through

Formazione

University Degree

CSC (Canadian Securities Course)

Strumenti

MS Office

Descrizione del lavoro

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, administration, and superior service to RBC PH&N Investment Counsel high-net-worth Clients. In addition, you will help with receptionist duties to ensure clients are greeted and received for appointments.

What will you do?

Private Client Associate duties:

• 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 meeting /calls
• Stay current with all RBC Policies & Procedures
• Assist other team members and continue to strengthen cross-business working relationships.

Receptionist duties:

• Ensure all clients and staff is attended to in a highly professional, efficient and courteous manner.
• Become one of the main points of contact for day-to-day technology and premises troubleshooting.
• Liaise with appropriate functional departments to minimize client and staff disruption
• Help manage incoming communications from clients, Investment Counsellors and other internal and external partners
• Contribute to team by assisting with coordinating any staff functions
• Complete expense reports for Counsellors and order courier supplies, maintain access card log list for audit purposes, order marketing material for the office
• Various other duties and projects as assigned by the Manager, Practice Enablement

What do you need to succeed?

Must Have:

• Minimum of 2 years' experience in a similar role in the Investment Industry
• Prior receptionist experience in a professional and high profile office environment
• Advanced proficiency in MS Office (Excel, Word, PowerPoint)
• Exceptional communication verbal and written communication skills

Nice to Have:

• CSC (Canadian Securities Course)
• 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.

• Gain a breadth of experience and exposure to the global WM platform
• Opportunities to take on progressively greater accountabilities
• Opportunities to building close relationships with colleagues and clients 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

Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities

Additional Job Details

• Address: 4 ROBERT SPECK PKY:MISSISSAUGA
• City: Mississauga
• Country: Canada
• Work hours/week: 37.5
• Employment Type: Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2026-11-13
• Application Deadline: 2026-11-30
• Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range: $46,000.00 - $70,000.00

The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay range for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.

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.