Private Client Associate / Receptionist

RBC; City of Langley; On-site; CAD 46,000 - 65,000; Full time

Benefits offered by this job

Total Rewards Program

Flexible benefits

Job summary

RBC PH&N Investment Counsel in Langley, BC, is seeking a Private Client Associate to support investment professionals with portfolio maintenance and client service. The role also includes receptionist duties to greet clients and manage appointments in a busy office.

You will handle inquiries, assist with account openings and documentation, coordinate meetings, and ensure accurate trade processing while staying aligned with RBC policies.

Qualifications

• 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)
• Be able to work under high pressure.
• Exceptional communication verbal and written communication skills
• Be able to commute to the Langley office in-person 5 days a week.

Responsibilities

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

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

Education

CSC

University Degree

Tools

MS Office

Excel

Word

PowerPoint

Job description

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. For more information, please visit: http://www.rbcphnic.com

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 meetings / 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)
• Be able to work under high pressure
• Exceptional communication verbal and written communication skills
• Be able to commute to the Langley office in-person 5 days a week.

Niceto Have

• CSC
• 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.

• A comprehensive Total Rewards Program which include competitive compensation and flexible benefits
• 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
• Opportunities to do challenging work
• Opportunities to building close relationships with clients

The expected salary range for the above position is $46,000 - 65,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.

This position may be eligible to receive a discretionary/variable incentive payment.

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:

8411 200 ST:LANGLEY

City:

Langley

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-06-08

Application Deadline:

2026-09-05

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.