Private Client Associate - Wealth Management Support

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

Job summary

RBC is seeking an Investment Counsellor Support role in Toronto to assist with daily portfolio maintenance and client service for RBC PH&N Investment Counsel high net worth clients. You will handle inquiries, support administration, and ensure accurate processing of trades and account openings.

The position requires post-secondary education, CSC/CPH, 2+ years in investment services, strong MS Office skills, and the ability to work under pressure. On-site role with competitive compensation.

Qualifications

• Post Secondary Education
• CSC / CPH
• Minimum of 2 years’ experience in a similar role in the Investment Industry
• Advanced proficiency in MS Office (Excel, Word, PowerPoint)
• Be able to work under high pressure

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 Service

Customer Knowledge

Group Problem Solving

Identifying Sales Opportunities

Interpersonal Relationship Management

Oral Communications

Perseverance and Follow-Through

Product Services

Sales Activities

Education

Post Secondary Education

Tools

MS Office

Job description

RBC is seeking an Investment Counsellor Support role in Toronto to assist with daily portfolio maintenance and client service for RBC PH&N Investment Counsel high net worth clients. You will handle inquiries, support administration, and ensure accurate processing of trades and account openings.

The position requires post-secondary education, CSC/CPH, 2+ years in investment services, strong MS Office skills, and the ability to work under pressure. On-site role with competitive compensation.