Wealth Management: Private Client Associate

RBC; London; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Total rewards

Bonuses

Stock options

Coaching

Dynamic team

Job summary

RBC PH&N Investment Counsel is a leading Canada-based investment counselling boutique seeking a Private Client Associate to join a high-performing team in London, Ontario. You will work with Investment Counsellors to deliver personalized strategies, assist with daily portfolio maintenance, and provide exceptional service to high-net-worth clients.

You will handle account opening, trade processing, client meetings, scheduling, and cross‑team coordination, helping ensure accurate records and

Qualifications

• Minimum 2 years experience in a similar role in the investment industry.
• College diploma or bachelor’s degree.
• Advanced proficiency in Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook).
• Proven client service skills.
• Meticulous attention to detail and excellent time management skills.

Responsibilities

• 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.

Skills

Client service skills

Time management

Attention to detail

Education

College diploma or bachelor’s degree

Tools

Microsoft 365 (Word, Excel, PowerPoint, Outlook)

Job description

RBC PH&N Investment Counsel is a leading Canada-based investment counselling boutique seeking a Private Client Associate to join a high-performing team in London, Ontario. You will work with Investment Counsellors to deliver personalized strategies, assist with daily portfolio maintenance, and provide exceptional service to high-net-worth clients.

You will handle account opening, trade processing, client meetings, scheduling, and cross‑team coordination, helping ensure accurate records and