Private Client Associate

RBC; Montreal; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution is seeking a candidate in Montreal to assist an Investment Counsellor by managing daily portfolio administration for high-net-worth clients. The role demands a strong client service orientation, bilingual capabilities in English and French, and advanced proficiency in Microsoft 365. The successful candidate will work collaboratively in a dynamic team environment and take charge of account management and client inquiries, ensuring quality service and satisfaction. This is a full-time salaried position with numerous professional development opportunities.

Benefits

Comprehensive Total Rewards Program

Competetive compensation

Coaching and development opportunities

Dynamic team environment

World-class training program

Qualifications

• Advanced proficiency in Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook).
• Bilingualism (English and French) required for client interactions.
• Proven client service skills in a dynamic environment.

Responsibilities

• Assist an Investment Counsellor in daily portfolio maintenance.
• Respond to client inquiries and resolve issues.
• Manage account opening, documentation, and cash flows.

Skills

Client service skills

Attention to detail

Time management

Bilingual (English and French)

Proficiency in Microsoft 365 apps

Education

Diploma of College Studies (DCS) or bachelor's degree

Job description

Job Description

What is the opportunity?

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.

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

• Diploma of College Studies (DCS) or bachelor’s degree
• Advanced proficiency in Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
• Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
• Proven client service skills
• Meticulous attention to detail and excellent time management skills

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

Additional Job Details

• Address: 1 PLACE VILLE MARIE:MONTRÉAL
• City: Montréal
• Country: Canada
• Work hours/week: 37.5
• Employment Type: Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2025-11-03
• Application Deadline: 2025-12-15

Note

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.

Inclusion and Equal Opportunity Employment

At 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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