Private Client Associate

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 in Victoria, you will be responsible for assisting the Investment Counsellor and other members of the team in providing daily portfolio maintenance and administration and superior service to RBC PH&N Investment Counsel high net worth Clients. For more information, please visit:

What will you do?

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.

What do you need to succeed?
Must Have

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

Strong communication skills in English both written and verbal

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 with competitive compensation including salary, bonus, flexible benefits, and share savings program where applicable

Leaders who support your development through coaching and managing opportunities

Ability to make a difference and lasting impact for clients as well as employees

Prestige working for a top firm

Work in a dynamic, collaborative, progressive, and high-performing team

Opportunities to do challenging work

Opportunities to take on progressively greater accountabilities

The expected salary range for the above position is $41,000 - 60,000 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:
707 FORT ST:

VICTORIA

City:
Victoria

Country:
Canada

Work hours/week:
37.5

Employment Type:

Full time

Platform:
WEALTH MANAGEMENT

Job Type:
Regular

Pay Type:

Salaried

Posted Date:

Final date to receive applications:

Note** :
Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications 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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