Private Client Associate

Royal Bank of Canada

Toronto, Canada
Client inquiry resolution
Portfolio maintenance and administration
Accurate and timely trade processing
RBC PH&N Investment Counsel offers personalized investment management designed to help clients preserve and grow their wealth over a lifetime and beyond

Job Summary

  • RBC PH&N Investment Counsel offers personalized investment management designed to help clients preserve and grow their wealth over a lifetime and beyond.
  • The role involves supporting the Investment Counsellor with daily portfolio maintenance, client service, trade processing, and administrative responsibilities in a dynamic team environment.
  • Employees benefit from a collaborative and high-performing team culture, flexible work/life balance options, leadership development, and opportunities for career growth across business and geographies.

Matching Summary

RBC PH&N Investment Counsel offers personalized investment management designed to help clients preserve and grow their wealth over a lifetime and beyond.

Skills & Requirements

Must-have

  • Client inquiry resolution
  • Portfolio maintenance and administration
  • Accurate and timely trade processing
  • Account opening and documentation management
  • Advanced proficiency in MS Office

Nice-to-have

  • Ability to work under high pressure
  • Strong cross-business collaboration
  • Customer service management
  • Interpersonal relationship management
  • Problem solving skills

Key Requirements

  • Minimum 2 years investment industry experience
  • Advanced MS Office skills
  • Full-time availability
  • Not specified work authorization

Work Rights

Not specified

Tailored Resume

Cover Letter