Private Client Associate

1 week ago


Montreal, Quebec, Canada Royal Bank of Canada Full time

Come Work with Us
At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.


Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.


Job Title
Private Client Associate | Associé(e), Clientèle privée

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 crossbusiness working relationships

What do you need to succeed?

Must-have

  • Diploma of College Studies (DCS) or Bachelor's degree
  • Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
  • Strong written and verbal communication skills in French and English (in order to serve Englishspeaking clients in the Québec market)
  • Proven client service skills
  • Meticulous attention to detail and excellent time management skills

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 highperforming team
  • A worldclass training program in financial services

Job Summary

Address:

MONTRÉAL, Quebec, Canada

City:

CAN-QC-MONTRÉAL

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

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.


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.

  • Montreal, Quebec, Canada Canadian Imperial Bank of Commerce Full time

    CIBC - Private Banking Associate - Montreal - Bilingual page is loaded CIBC - Private Banking Associate - Montreal - Bilingual Apply locations Montréal, QC time type Full time posted on Posted 19 Days Ago job requisition id We're building a relationship-oriented bank for the modern world. You will provide administrative and sales support to one or more...


  • Montreal, Quebec, Canada Scotiabank Full time

    Requisition ID: 177795Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.What you will be doing:We are looking for an Associate Private Banker with passion for providing customer service excellence. You will contribute to developing relationships through sound advice and administration of assigned accounts,...


  • Montreal, Quebec, Canada CWB Financial Group Full time

    AtCWB, we strive to build value for the people who choose us every day: our people, our clients and our investorsWe do this by: Putting people first and building relationships with intention Seeking out and embracing new ideas Believing that how we do things is as important as what we doPrivate Wealth Associate, BilingualLocation: Montreal, QuebecAtCWB...


  • Montreal, Quebec, Canada TD Bank Full time

    TD DescriptionStay current and competitive. Carve out a career for yourself. Grow with us.Department OverviewTD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.TD Private Investment Advice offers clients the chance...


  • Montreal, Quebec, Canada National Bank of Canada Full time

    A career as a Wealth Associate at National Bank Private Banking 1859 is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help Private Wealth Advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.Your job: Support the Private...


  • Montreal, Quebec, Canada Canadian Imperial Bank of Commerce Full time

    CIBC - Senior Associate, Private Banking - Montreal - Bilingual page is loaded CIBC - Senior Associate, Private Banking - Montreal - Bilingual Apply locations Montréal, QC time type Full time posted on Posted 10 Days Ago job requisition id We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are...


  • Montreal, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryWhat 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...


  • Montreal, Quebec, Canada Royal Bank of Canada Full time

    Come Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...


  • Montreal, Quebec, Canada Bennett Jones Full time

    Bennett Jones LLP is a top tier, full service international law firm with offices in Calgary, Toronto, Edmonton, Ottawa, Vancouver, Montréal and New York. We are proud that Bennett Jones was ranked as a Platinum Level Best Employer in the "Best Employers in Canada" survey conducted by Kincentric. The firm has also been recognized as a Top Employer for...


  • Montreal, Quebec, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Title: Senior Service Officer, Client Service, Day to Day - Service Centre of Excellence - Montreal, QC Position: S enior Service Officer, Day to Day - Service Centre of Excellence - Business Service Centre Contributes to the overall success of the Corporate and Commercial Banking Day to Day service team in Canada...


  • Montreal, Quebec, Canada Royal Bank of Canada Full time

    Come Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...


  • Montreal, Quebec, Canada CWB Financial Group Full time

    At , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by: Putting people first and building relationships with intention Seeking out and embracing new ideas Believing that how we do things is as important as what we do Private Wealth Associate, Bilingual Location: Montreal,...

  • Private Manager

    1 week ago


    Montreal, Quebec, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...


  • Montreal, Quebec, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...


  • Montreal, Quebec, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...


  • Montreal, Quebec, Canada TD Bank Full time

    400601BRWealth ManagementMontreal, QCFebruary 23, 2023Company OverviewDepartment OverviewTD Wealth, Private Wealth Management (PWM) is focused on the delivery of a legendary client experience to high-net worth (HNW) clients. PWM leverages a distinct discovery process and an integrated team-based approach to build a wealth strategy that reflects each client's...


  • Montreal, Quebec, Canada Canadian Imperial Bank of Commerce Full time

    CIBC - Client Service Representative, Private Banking - Montreal – Bilingual page is loaded CIBC - Client Service Representative, Private Banking - Montreal – Bilingual Apply locations Montréal, QC time type Full time posted on Posted Yesterday job requisition id We're building a relationship-oriented bank for the modern world. We need talented,...


  • Montreal, Quebec, Canada iA Private Wealth Inc. Full time

    Description iA Private Wealth / Permanent / Montreal, Quebec or Toronto / French & English The Associate Director Sales Communication will oversee the firm's compliance with rules and regulations related to sales and marketing communications. This role will ensure that all communications align with regulatory requirements and are fair, balanced, and...

  • Private Banker

    1 week ago


    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryWhat is the opportunity?We are looking for a Private Banker with entrepreneurial drive to join our dynamic and growing team. You will be responsible for establishing new relationships within your target market and for the growth of existing high net worth clients using a personalized and confidential approach to execute integrated wealth...


  • Montreal, Quebec, Canada Raymond James Financial Full time

    **Private Client Group Summer Internship (May-August 2023)*Job SummaryRaymond James Ltd. is seeking a student enrolled in an undergraduate program in Business to work in our Montreal Private Client branch as a summer intern.Essential Duties and ResponsibilitiesThe summer intern will be exposed to various products and roles available within Wealth Management...