Private Client Associate- EN

RBC; Quebec; On-site; CAD 55,000 - 65,000; Full time

Benefits offered by this job

Total rewards

Coaching & growth

Impactful work

Dynamic team

Training program

Job summary

RBC Phillips, Hager & North Investment Counsel Inc. is seeking an organized team player to assist an Investment Counsellor with daily portfolio maintenance and frontline client service for high-net-worth clients in Canada.

You will support administrative activities, ensure trades are processed accurately, manage account openings, and maintain client cash flows. The role emphasizes meticulous attention to detail, time management, and bilingual service in English and French.

Qualifications

• Diploma of College Studies (DCS) or bachelor’s degree.
• Advanced proficiency in Microsoft 365 apps (Word, Excel, PowerPoint, Outlook).
• Bilingual English and French required.
• Proven client service skills.
• Meticulous attention to detail and time management.

Responsibilities

• Respond to client inquiries and resolve issues to client satisfaction.
• Support administrative activities of the team.
• Ensure trades are processed accurately and timely.
• Manage all aspects of account opening and documentation; maintain client cash flows and balances.
• Maintain records and files and attend client meetings as required.
• Proactively assist with client management of appointments and calls.
• Assist team members and strengthen cross-business relationships.

Skills

Microsoft 365

Bilingual EN/FR

Client service

Time management

Education

DCS or Bachelor's

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?

• 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

Additional Job Details

Address: 2828 BOUL LAURIER:QUÉBEC

City: Québec

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-08-03

Application Deadline: 2026-10-05

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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