Current jobs related to Private Client Associate - MONTRÃAL - Royal Bank of Canada
-
Private Banking Associate
7 days ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?As a key member of the Private Banking team, the Private Banking Associate is responsible for creating an enhanced client experience by fulfilling on incoming servicing requests via email and phone and identifying unmet client needs through discovery in daily interactions. You will also champion digital...
-
Private Client Associate
4 weeks ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat 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...
-
Manager - Private Company Advisory Services
1 month ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob Description**Contract 12 MonthsWhat is the opportunity? The Private Company Advisory Services (PCAS) supports Royal Trust Corporation of Canada by providing technical expertise, risk management, and advice on private companies held by Royal Trust in a fiduciary capacity. The Manager is responsible for providing technical guidance and...
-
Associate
2 weeks ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking an Associate to join a well-established advisory team. By joining the team, you will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to...
-
Associate
1 month ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking an Associate to join a well-established advisory team. By joining the team, you will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to...
-
Bilingual Client Service Manager
5 days ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?Client Management is accountable for the overall client experience and satisfaction with RBC Investor Services (âRBCISâ), ensuring that what we deliver and how we deliver it, aligns with, or exceeds their expectations. The role brings technical and working knowledge of all client activities and...
-
Licensed Damage Insurance Client Care Officer
2 months ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionRemote work available in the province of Quebec.What is the opportunity?As a Licensed Damage Insurance Client Care Officer, you will respond with professional and accurate service for all client concerns and escalations within the Home & Auto Insurance. You will be responsible for providing effective problem resolution and...
-
Investment Associate
2 weeks ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking an Investment Associate to join a large portfolio management team specialized in providing wealth management services to a sophisticated clientele. You will provide dedicated support to the portfolio management team on investment and money management...
-
Associate Director, GRM Commercial Credit
1 month ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryThe Associate Director is primarily responsible for credit adjudication of transactions within the Bankâs Commercial Financial Services Market within their delegated lending authority or within their assigned portfolio. The incumbent will have adjudication responsibilities that are focused on maintaining the risk profile, alignment with the...
-
Associate Wealth Advisor
2 weeks ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the teamâs wealth management strategy for clients...
-
Assistant Manager, Montreal Investor Centre
4 days ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?RBC Direct Investing (RBCDI) is currently looking for Assistant Manager for the Montreal Investor Centre.  RBCDI is a âdo-it-yourselfâ online brokerage that provides clients with access to the capital markets and other investment products.  The Investor Centres service all client...
-
Associate Vice President, Banking, RBCx
2 weeks ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?RBCx pursues big, bold ideas and leverages RBCâs extensive experience, networks, and capital to help shape whatâs next. Our four pillars â Banking, Capital, Platform, and Ventures â combine to support tech businesses of all sizes and stages, making us the go-to backer of Canadian...
-
Estate Planning Associate
1 month ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?You will provide support to a team that helps our RBC Dominion Securities Investment Advisors, RBC PH&N Investment Counsel Investment Counsellors, and our clients with insurance quotations, new policy applications, and servicing of in-force policies. Your role on the team is to ensure new business is...
-
Director Finance, Commercial Financial Services
1 month ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?As Director, Commercial Financial Services (CFS) Finance, you are part of a team of client-facing credit professionals aligned to our large commercial client segment within CFS, defined as commercial clients with annual sales revenue between $25MM and $100MM. Â You play a key role in realizing our business...
-
Bilingual Credit Management Resolution Officer
4 weeks ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?You are an officer within our Credit Management and Recoveries team acting as an RBC ambassador delivering an exceptional client experience by offering financial advice & payment solutions during their time of need. You champion the RBC brand and provide support to our clients as they interact with us in a...
-
Philanthropic Advisory Specialist
2 months ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity? RBC Family Office Services is seeking a highly motivated and skilled Philanthropic Advisory Specialist to provide strategic advice and guidance to HNW and UHNW clients in developing their family philanthropic and legacy plans. Youâll play a crucial role in championing the RBC Charitable Gift Program...
-
Damage Insurance Agent
2 months ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?The role at RBC Insurance Advice Centre gives you the best of both worlds - the flexibility you need for your life and the fulfillment you seek in your work.As an RBC bilingual Licensed Insurance Advisor for Home & Auto, youâll be the trusted voice on the other end of the phone providing insurance advice...
-
Insurance Advisor, Home and Auto
2 months ago
MONTRÃAL, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity?The role at RBC Insurance Advice Centre gives you the best of both worlds - the flexibility you need for your life and the fulfillment you seek in your work.We will provide you with the tools, training and support you need to successfully complete the Damage Insurance Certificate delivered by...
-
Receptionist
4 weeks ago
Montréal, Canada Randstad Canada Full timeA well-known and reputable company that specializes in premium medical aesthetics is looking for a Receptionist/Coordinator for their office in the heart of downtown Montreal.Location: Downtown Montreal (near metro square victoria)Salary $21-$24 an hour (permanent position)Schedule: Vary between 9:00 am to 5:00 pm to 10:00 am to 6:00 pmSome of the treatments...
-
Receptionist/Coordinator
4 weeks ago
Montréal, Canada Randstad Canada Full timeA well-known and reputable company that specializes in premium medical aesthetics is looking for a Receptionist/Coordinator for their office in the heart of downtown Montreal.Location: Downtown Montreal (near metro square victoria)Salary $21-$24 an hour (permanent position)Schedule: Vary between 9:00 am to 5:00 pm to 10:00 am to 6:00 pmSome of the...
Private Client Associate
3 months ago
Job Summary
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
Diploma of College Studies (DCS) or bachelorâs degree
Advanced proficiency in Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
Requires fluency in French and English in order to serve our clients in the community with French and English speaking needs
Proven client service skills
Meticulous attention to detail and excellent time management skills
Whatâs 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:
1 PLACE VILLE MARIE:MONTRÃALCity:
MONTRÃALCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
Wealth ManagementJob Type:
RegularPay Type:
SalariedPosted Date:
2024-06-13Application Deadline:
2024-07-01Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
âââââââ
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.