Private Client Associate

1 month ago

CALGARY, Canada Royal Bank of Canada Full time

Job Summary

Job Description

What is the opportunity?

RBC PH&N Investment Counsel (âRBC PH&N ICâ) is one of Canadaâs 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.

Our Calgary branch is currently looking for a Private Client Associate to join their team. As a key member of a high performing team, you will be responsible for assisting the Investment Counsellor and other members of the team in providing daily meticulous administration and superior service to PH&N Investment Counsel high net worth Clients and respective Partners.

This is a mat leave (contract) role with the possibility of moving into a permanent role.
 

What will you do?

  • Identify, investigate, and resolve all client inquiries, administrative errors, etc. in a timely and efficient manner
  • Be a key support to the administrative activities and responsibilities of the team in their day-to-day activities
  • Ensure trades are processed accurately, on a timely basis, and without error
  • Manage all aspects of account opening and documentation
  • Maintain client cash flows, regulatory filings, fee collection, and balances
  • Accurately 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

  • Be able to work under high pressure and handle multiple changing priorities
  • 1 â 3 years of admin/support experience preferably in Wealth Management
  • Canadian Banking product knowledge
  • Strong communication skills both verbal and written
  • Advanced proficiency in MS Office (Excel, Word, PowerPoint)

Nice-to-have

  • University Degree
  • Experience in a similar role in the Investment Industry
  • CSC, CIM, and/or CFP Designations

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 which include competitive compensation and flexible benefits
  • 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
  • Opportunities to do challenging work
  • Opportunities to building close relationships with clients

RBCâs 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 RBCâs high-performance culture
  • Enables collective achievement of our strategic goals
  • Generates sustainable shareholder returns and above market shareholder value

Job Skills

Additional Job Details

Address:

333 7 AVE SW:CALGARY

City:

CALGARY

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Contract (Fixed Term)

Pay Type:

Salaried

Posted Date:

2024-04-02

Application Deadline:

2024-04-27

Inclusion 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.
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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.

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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.

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