Private Client Associate

Quebec City, QC, CA, Canada

Job Description



What is the opportunity?




As part of a dynamic team, you will be responsible for assisting an Investment Counsellor and other members of the team in providing daily portfolio maintenance administration and superior service to high-net-worth clients of RBC Phillips, Hager & North Investment Counsel Inc.

What will you do?



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

What do you need to succeed?



Must-have



Mastery of the French language Diploma of College Studies (DCS) 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

Nice-to-have



Intermediate or advanced level of English

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, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable 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 A world-class training program in financial services

Job Skills



Additional Job Details



Address:




2828 BOUL LAURIER:QUEBEC

City:




Quebec

Country:




Canada

Work hours/week:




37.5

Employment Type:




Full time

Platform:




WEALTH MANAGEMENT

Job Type:




Regular

Pay Type:




Salaried

Posted Date:




2025-09-05

Application Deadline:




2025-10-06

Note

:

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

I

nclusion

and Equal Opportunity Employment




At 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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Job Detail

  • Job Id
    JD2696875
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Quebec City, QC, CA, Canada
  • Education
    Not mentioned