Private Client Associate

2 weeks ago

Old Toronto, Canada Royal Bank Of Canada Full time

Job Summary

Job Description

What is the opportunity?

RBC PH&N Investment Counsel (“RBC PH&N IC”) is one of Canada’s 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 Edmonton 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.

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 – 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

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 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

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

Job Skills

Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities

Additional Job Details

Address:

10111 104 AVE NW:EDMONTON

City:

EDMONTON

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-04-26

Application Deadline:

2024-05-04

I nclusion 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.

Original job Private Client Associate posted on GrabJobs . To flag any issues with this job please use the Report Job button on GrabJobs. #J-18808-Ljbffr

  • Part Time Cook, Private Club

    7 days ago

    Toronto, Canada private client Full time

    Job description A **chef de partie** is responsible for running a specific section of the kitchen. A chef de partie is responsible for all culinary dishes that are prepared in their section. Because of this, a successful chef de partie must be very knowledgeable about his or her specialty, as well as culinary functions in general. A person in this role must...

  • Fine Dining Cook, Private Club

    7 days ago

    Toronto, Canada private client Full time

    Job description A **chef de partie** is responsible for running a specific section of the kitchen. A chef de partie is responsible for all culinary dishes that are prepared in their section. Because of this, a successful chef de partie must be very knowledgeable about his or her specialty, as well as culinary functions in general. A person in this role must...

  • Private Client Associate

    4 weeks ago

    Toronto, 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...

  • Private Client Associate

    4 weeks ago

    Toronto, 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...

  • Private Client Associate

    4 weeks ago

    Toronto, 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...

  • Pic Private Client Service Associate

    7 days ago

    Toronto, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** TD 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. **Private Investment Counsel** provides...

  • Pic Private Client Service Associate

    4 weeks ago

    Toronto, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** TD 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. **Private Investment Counsel** provides...

  • Associate, Private Banking Advisor

    4 weeks ago

    Toronto, 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...

  • Private Banking Associate

    4 days ago

    Toronto, 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...

  • Client Portfolio Manager, Private Markets

    2 weeks ago

    Old Toronto, 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...

  • Client Portfolio Manager, Private Markets

    2 weeks ago

    Old Toronto, 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...

  • Client Portfolio Manager, Private Markets

    2 weeks ago

    Old Toronto, 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...

  • Client Portfolio Manager, Private Markets

    3 days ago

    Old Toronto, Canada Canadian Imperial Bank of Commerce Full time

    Client Portfolio Manager, Private Markets page is loaded Client Portfolio Manager, Private Markets Apply locations Toronto, ON time type Full time posted on Posted Yesterday job requisition id 2320980 We’re building a relationship-oriented bank for the modern world. We need...

  • Client Portfolio Manager, Private Markets

    3 days ago

    Old Toronto, Canada Canadian Imperial Bank of Commerce Full time

    Client Portfolio Manager, Private Markets page is loaded Client Portfolio Manager, Private Markets Apply locations Toronto, ON time type Full time posted on Posted Yesterday job requisition id 2320980 We’re building a relationship-oriented bank for the modern world. We need...

  • Client Portfolio Manager, Private Markets

    2 days ago

    Old Toronto, Canada Canadian Imperial Bank of Commerce Full time

    Client Portfolio Manager, Private Markets page is loaded Client Portfolio Manager, Private Markets Apply locations Toronto, ON time type Full time posted on Posted Yesterday job requisition id 2320980 We’re building a relationship-oriented bank for the modern world. We need...

  • Associate Private Wealth

    1 week ago

    Toronto, Canada Fiera Capital Corporation Full time

    At Fiera Capital We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard. Our approach to employee experience is tailored to your needs and ambitions: Your Inclusive Experience: We are committed to cultivating an inclusive, safe, and trusting work environment. Your Growth & Empowerment: We have ambitious...

  • Associate - Fund Accounting Private Equity (Entry

    4 days ago

    Toronto, Canada Fund Services Edge Full time

    Our client, a leading global investment fund administrator, is seeking a full-time Associate for their downtown Toronto office. Under the direction of the Manager, the Associate will primarily be responsible for producing / reviewing NAV calculations for assigned private equity, private debt, and real estate funds in an accurate and timely...

  • Private Client Representative

    4 weeks ago

    Toronto, Canada Dunbridge Financial inc. Full time

    **Private Client Representative** We are looking for a responsible Administrative Assistant to perform a variety of Private Client facing and administrative/clerical tasks across multiple areas of our business. Reporting directly to our CFO, the duties of the Private Client Dealer include providing support to the sales team, supporting the onboarding of our...

  • Corporate Tax Partner

    7 days ago

    Old Toronto, Canada ZSA Legal Recruitment Full time

    Toronto We are partnering with the Toronto office of an established and reputable law firm with national reach, looking for a private client focused Corporate Tax Partner, with expertise in corporate reorganisations and public company M&A. Ideally your practice will involve a mix of corporate tax advisory services and tax-related business planning, as well...

  • Corporate Tax Partner

    7 days ago

    Old Toronto, Canada ZSA Legal Recruitment Full time

    Toronto We are partnering with the Toronto office of an established and reputable law firm with national reach, looking for a private client focused Corporate Tax Partner, with expertise in corporate reorganisations and public company M&A. Ideally your practice will involve a mix of corporate tax advisory services and tax-related business planning, as well...