Private Client Associate

RBC; Ottawa; On-site; CAD 46,000 - 70,000; Full time

Job summary

RBC Phillips, Hager & North Investment Counsel Inc. in Ottawa seeks a dedicated support professional to assist an Investment Counsellor in daily portfolio maintenance and client service for high-net-worth clients. The position is salaried and located in a dynamic wealth-management team.

You will manage account openings, documentation, client meetings, and cross-team coordination, contributing to trusted advice that helps clients thrive and communities prosper.

Qualifications

• Diploma of College Studies (DCS) or bachelor’s degree required.
• Canadian Securities Course (CSC) required.
• Advanced proficiency in Microsoft 365 apps (Word, Excel, PowerPoint, Outlook).
• English required to serve our clients in the community with English-speaking needs.
• Proven client service skills.
• Meticulous attention to detail and excellent time management skills.

Responsibilities

• Respond to client inquiries and ensure issues are 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 strengthen cross-business working relationships.

Skills

Client service

Time management

Education

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

Canadian Securities Course (CSC)

Tools

Microsoft 365

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.

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
• Canadian Securities Course (CSC)
• Advanced proficiency in Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
• English required to serve our clients in the community with English-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

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

50 O'CONNOR ST:OTTAWA

City

Ottawa

Country

Canada

Work hours/week

37.5

Employment Type

Full time

Platform

WEALTH MANAGEMENT

Job Type

Regular

Pay Type

Salaried

Posted Date

2026-08-06

Application Deadline

2026-08-21

Note

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

Pay Range

The expected pay range for this position is:

$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 rage 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.