Private Client Associate

4 weeks ago


Québec, Quebec, Canada Royal Bank of Canada Full time

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 bachelor's degree
  • Advanced proficiency in Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
  • Bilingualism (English and French) required to serve our clients in the community with English-speaking needs
  • 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 high-performing team
  • A world-class training program in financial services

Job Skills

Additional Job Details

Address:

2828 BOUL LAURIER:QUÉBEC

City:

QUÉBEC

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.
​​​​​​​
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



  • Québec, Quebec, Canada Roots Full time

    At Roots, we look for dynamic individuals who are not only interested in retail and fashion, but who enjoy challenges and share our vision for a safer, cleaner, healthier planet.Roots is not only a brand, it's a culture and lifestyle. In addition to our customers, an intrinsic part of our success has always been the people who work here. Our clients and...


  • Québec, Quebec, Canada Ryder System Full time

    Les demandeurs d'emploi peuvent consulter la politique de confidentialité des candidats en cliquant ICI () . Summary The Rental Sales Associate will be responsible for acting as the front line sales agent for the rental of vehicles to the Company's current lease and commercial rental accounts as well as potential commercial rental customers and consumer...


  • Québec, Quebec, Canada Cineplex Full time

    Work location:P1AG Galaries CapitaleCity:QuebecWhat you will do:Le groupe de divertissement Player One emploie plus de 500 personnes réparties dans 21 bureaux partout au Canada et aux États-Unis. L'entreprise, fournisseur de premier rang en Amérique du Nord dans le domaine de l'équipement pour vidéos interactives, jeux, de jeux de rachat et des...


  • Québec, Quebec, Canada Boardwalk Full time

    Boardwalk provides Canadians with a quality, comfortable, home living experience. We offer rental apartments and townhouses that come in a wide breadth of shapes, sizes and sets of amenities. We operate 33,000 units across Alberta, British Columbia, Ontario, Saskatchewan, and Quebec. Boardwalk recognizes our Associates as our most valuable asset. We are...


  • Québec, Quebec, Canada Stantec Full time

    Notre engagement à bâtir des collectivités durables est plus important que jamais et vous jouerez un rôle clé dans notre mission. Le Groupe Électricité se distingue en offrant des solutions intégrées où l'efficacité énergétique et les principes de développement durable sont des critères déterminants pour nos choix de conception. L'excellence...


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

    Job SummaryJob DescriptionWhat is the opportunity?Your natural flair for sales and resolving intricate business challenges is what sets you apart from the crowd. This role is all about professional relationship management and delivering top-tier financial advice in an end-to-end industry, whose specialized approach aligns sales, products, risk policy, and...


  • Québec, Quebec, Canada Stantec Full time

    Notre équipe ne se contente pas de développer et d'alimenter les communautés, elle alimente également les carrières . Nous sommes une entreprise mondiale de 5G$ dont le groupe Énergie, en pleine croissance, compte près de 2 000 professionnels dans toute l'Amérique du Nord. Que vous aidiez à définir les micro-réseaux, que vous repoussiez les...


  • Québec, Quebec, Canada Stantec Full time

    Vous souhaitez un nouveau défi en environnement et recherchez une firme d'ingénierie où vous réaliserez des projets responsables et durables et où les équipes collaborent entre elles tout en favorisant le développement professionnel de chacun? Stantec, qui réunit experts œuvrant dans 400 bureaux dans le monde, est l'entreprise au sein de laquelle...


  • Québec, Quebec, Canada Stantec Full time

    Vous souhaitez un nouveau défi en environnement et recherchez une firme d'ingénierie où vous réaliserez des projets responsables et durables et où les équipes collaborent entre elles tout en favorisant le développement professionnel de chacun? Stantec, qui réunit experts œuvrant dans 400 bureaux dans le monde, est l'entreprise au sein de laquelle...


  • Québec, Quebec, Canada CBI Health Group Full time

    CBI Santé est le principal fournisseur de soins de santé à la communauté au Canada avec plus de 250 emplacements. Nous desservons plus de 800 communautés. Notre équipe passionnée est au cœur de ce que nous accomplissons. Tous les jours, les membres de notre personnel font une réelle différence dans la vie de nos clients. Chez CBI Santé, vous...


  • Québec, Quebec, Canada Stantec Full time

    Qui sommes nous? Vous œuvrez dans le domaine de la gestion de projet et recherchez une firme d'ingénierie impliquée dans son milieu, où l'équité, la diversité et l'inclusion sont des valeurs importantes? Une entreprise où vous réaliserez des projets responsables et durables et où les équipes collaborent entre elles tout en favorisant le...


  • Québec, Quebec, Canada Stantec Full time

    Qui sommes-nous? Un milieu de travail humain et inclusif. Des projets qui changent le monde. Notre promesse est d'agir dans l'intérêt collectif. Stantec est un chef de file québécois et mondial en ingénierie, en environnement et en design urbain, reconnu parmi les 10 firmes les plus performantes au monde en matière de développement durable. Avec une...


  • Québec, Quebec, Canada Stantec Full time

    Stantec accorde une grande importance aux relations avec les clients. C'est pourquoi les employés de la firme travaillent sur des projets structurants qui améliorent la qualité de vie des collectivités partout dans le monde. En 1954, la firme a démarré avec une seule personne. Aujourd'hui, Stantec réunit près de employés travaillant dans plus de 450...


  • Québec, Quebec, Canada Stantec Full time

    Qui sommes-nous? Vous souhaitez œuvrer sur d'importants projets structurants d'infrastructures de Télécommunications et recherchez une firme d'ingénierie où vous réaliserez des projets responsables et durables où les équipes collaborent entre elles tout en favorisant le développement professionnel de chacun? Stantec , qui réunit experts œuvrant...


  • Québec, Quebec, Canada Stantec Full time

    Qui sommes-nous? Vous œuvrez en Mécanique du bâtiment et recherchez une firme d'ingénierie où vous réaliserez des projets responsables et durables et où les équipes collaborent entre elles tout en favorisant le développement professionnel de chacun? Stantec , qui réunit experts œuvrant dans 400 bureaux dans le monde, est l'entreprise au sein de...


  • Québec, Quebec, Canada Stantec Full time

    Qui sommes nous? Vous œuvrez en à titre d'Ingénieure-Ingénieur Sénior en Structure et recherchez une firme d'ingénierie impliquée dans son milieu, où l'équité, la diversité et l'inclusion sont des valeurs importantes? Une entreprise où vous réaliserez des projets responsables et durables et où les équipes collaborent entre elles tout en...


  • Québec, Canada Walmart Canada Full time

    **Position Summary... **:Coordinate Front End operations to provide exceptional customer service, ensuring a positive shopping experience and driving customer loyalty. Ensures compliance with Company programs, while maintaining operational standards. **What you'll do...**: 1. Confirmer que les processus de travail sécuritaire et les procédures d'urgence...


  • Québec, Canada Groupe AGF Full time

    Job description Do you know AGF Rebar?  AGF rebar is a division of the AGF Group, a Canadian leader in the supply and installation of reinforcing steel since 1948. AGF group is a Canadian-based company with activities in 10 countries. We specialize in rebar and have participated in many high-end projects like windmills, bridges, hospitals, sports...

  • Salesperson Associate

    4 weeks ago


    Québec, QC, Canada Canadian Imperial Bank of Commerce Full time

    CIBC - Associate, Commercial Banking - St-Foy page is loaded CIBC - Associate, Commercial Banking - St-Foy Apply locations Ste-Foy, QC time type Full time posted on Posted 4 Days Ago job requisition id 2406744 We’re building a relationship-oriented bank for the modern world. You will join CIBC’s Commercial Banking team to provide support to account...

  • Drafting Associate

    4 days ago


    Québec, Canada Maples Group Full time

    **Position**:Drafting Associate **Location**:Montreal, Canada The Maples Group is a standard bearer in financial and legal services, trusted by many of the world’s largest hedge fund managers, private equity firms and international corporations. Our distinction flows from our carefully curated team: 2,000+ professionals characterised by tenacity, ethics...


  • Québec, Canada VaPal - Private home Full time

    **Durée de l'emploi**: Permanent **Langue de travail**: Anglais ou Français **Heures de travail**: 32 à 40 heures par semaine **Education**: Diplôme d'études secondaires ou l'équivalent **Expérience**: 1 an à moins de 2 ans ou experience équivalente Environnement de milieu de travail Non-fumeurs Milieu de travail L'hébergement au domicile de...

  • Client Billing

    4 weeks ago


    Québec, Canada Maples Group Full time

    **Position**: Client Billing and Data Analyst - Global Entity Services **Location**: Montreal, Canada The Maples Group is a standard bearer in financial and legal services, trusted by many of the world’s largest hedge fund managers, private equity firms and international corporations. Our distinction flows from our carefully curated team: 2,000+...


  • Québec City, Canada BMO Full time

    Application Deadline: 05/10/2024Address:2828 boul LaurierThis position is an excellent opportunity for a financial professional looking to work in discretionary investment management. The position allows you to team up with an experienced Investment Counsellor to help develop and maintain their client portfolio. With the goal of creating a long-term...

  • English Director

    1 week ago


    Québec, QC, Canada St-Amour Full time

    Specialized in the design and implementation of diversified projects, our client's expertise extends to the fields of bridges and civil structures, buildings, and infrastructure. With a commitment to excellence and innovation, they take pride in contributing to sustainable development and the creation of cutting-edge technical solutions for their clients. We...


  • Québec, Canada Willis Towers Watson Full time

    Analyste principale/Associate - Montreal, CA July 10, 2023 **The Role** - Materially contribute to core health and benefits projects involving the design and management of group medical, dental, life, disability and time off benefits for mid-size and large, complex clients Partner with Consultants to deliver superior project management on select clients -...


  • Québec, 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...

  • English Director

    2 weeks ago


    Québec, QC, Canada St-Amour & Associates, Senc. Full time

    Construction and engineering, Industrial and manufacturing Production and engineering Specialized in the design and implementation of diversified projects, their expertise extends to the fields of bridges and civil structures, buildings, and infrastructure. With a commitment to excellence and innovation, they take pride in contributing to sustainable...

  • Associate Underwriter

    4 weeks ago


    Québec City, Canada Northbridge Financial Corporation Full time

    What it’s like to be a Northbridge Associate Underwriter Our Associate Underwriters customize solutions for our clients when they have business for us to assess. They work closely with our extensive broker network to develop unique solutions for all classes of Surety risk. The Associate Underwriter is responsible for handling or assisting in the...


  • Québec, QC, Canada St-Amour Full time

    Job description: Specialized in the design and implementation of diversified projects, our client's expertise extends to the fields of bridges and civil structures, buildings, and infrastructure. With a commitment to excellence and innovation, they take pride in contributing to sustainable development and the creation of cutting-edge technical...


  • Québec, QC, Canada RBC Full time

    Remote work available in the following provinces: Quebec, Ontario and New Brunswick. As a Bilingual Licensed Financial Security Advisor, Client Care - Insurance, you will respond with professional and accurate service for all client concerns and escalations Insurance Life & Health. You will be responsible for providing effective problem resolution and...


  • Québec, Canada Made in Full time

    We are looking for a client-focused, results-driven professional* who is passionate about content marketing! Based in our Montreal office, the Project Manager's main role will be to deploy mandates to deliver the best marketing campaigns to our clients. We are looking for a profile that is organized, efficient, curious and known for its interpersonal...

  • Broker H/F

    4 weeks ago


    Québec, QC, Canada Flygreen Inc. Full time

    Flygreen is a private jet charter broker with a mission to make private aviation sustainable while delivering exceptional travel experiences. We are passionate about the potential of electric aviation and intend on operating the world's first fleet of fully electric aircraft, transforming the way people fly. We are looking for like-minded individuals to join...

  • Merchandiser

    6 days ago


    Québec, Canada King Marketing Ltd. Full time

    Founded over 50 years ago, King Marketing is a national company focused primarily on representing the most prominent brands in the hardware and home improvement industries. King Marketing represents some of the most well-known manufacturers in the industry. We are a private company with a strong culture. We are looking for a candidate who wants a long-term...

  • Merchandiser

    23 hours ago


    Québec, Canada King Marketing Ltd. Full time

    Founded over 50 years ago, King Marketing is a national company focused primarily on representing the most prominent brands in the hardware and home improvement industries. King Marketing represents some of the most well-known manufacturers in the industry. We are a private company with a strong culture. We are looking for a candidate who wants a long-term...

  • Associate Specialist

    4 weeks ago


    Québec, QC, Canada Fopconsultants Full time

    Brief description of the position : In order to meet the needs of its clients in the (Bio)Pharmaceutical sector, FOP CONSULTANTS is looking for clinical research specialist/associate consultants motivated to carry out mandates. The main missions would be to remotely or on-site monitor the smooth running of clinical studies and verify that they are...


  • Québec, Canada Desjardins Full time

    As a Desjardins Securities account manager, you have a considerable impact on the organization by helping promote services and maintain business relationships with members and clients. You represent and negotiate on behalf of Desjardins and enter the organization into strategic agreements with clients. You balance portfolio profitability with client/partner...