Private Client Associate
Role Overview
What is the opportunity?
As part of a dynamic team, 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.
Please visit: RBC PH&N Investment Counsel Inc. for more information.
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?
Full Job Posting
Must Have:
- University Degree
- CSC (Canadian Securities Course)
- Minimum of 2 years' experience in a similar role in the Investment Industry
- Advanced proficiency in MS Office ( Excel, Word, Powerpoint)
- Thrive in a fast-paced environment managing multiple priorities and tight deadlines
Nice to Have:
- Current enrollment in CFA (Chartered Financial Analyst)
- 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
- Challenging work
- Variety of assignments
- Financial strength and a strong brand
- Prestige
- Management that supports your work and progression
- Job Skills
- Additional Job Details
- Address:
- ROYAL BANK PLAZA, 200 BAY ST:TORONTO
- City:
- Toronto
About Royal Bank of Canada
Diversified multinational financial services and banking institution.
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