Wealth Client Services Associate

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

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.