Private client associate

2 weeks ago

Edmonton, Canada RBC Full time

Starting date : 1 position to fill as soon as possible

Job SummaryJob DescriptionWhat is the opportunity?RBC PH&N Investment Counsel (RBC PH&N IC) is one of Canadas 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 mannerBe a key support to the administrative activities and responsibilities of the team in their day-to-day activitiesEnsure trades are processed accurately, on a timely basis, and without errorManage all aspects of account opening and documentationMaintain client cash flows, regulatory filings, fee collection, and balancesAccurately maintain records and files and attend client meetings as required.Proactively assist with client management of appointments and scheduled meetings / callsStay current with all RBC Policies & ProceduresAssist other team members and continue to strengthen cross-business working relationships.What do you need to succeed?Must-haveBe able to work under high pressure and handle multiple changing priorities1 3 years of admin/support experience preferably in Wealth ManagementCanadian Banking product knowledgeStrong communication skills both verbal and writtenAdvanced proficiency in MS Office (Excel, Word, PowerPoint)Nice-to-haveUniversity DegreeExperience in a similar role in the Investment IndustryCSC, CIM, and/or CFP DesignationsWhats 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 benefitsLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging workOpportunities to building close relationships with clientsRBCs 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 RBCs high-performance cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder valueJob SkillsCustomer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales ActivitiesAdditional Job DetailsAddress:10111 104 AVE NW:EDMONTONCity:EDMONTONCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-04-26Application Deadline:2024-05-04Inclusion and Equal Opportunity EmploymentAt 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 CommunityStay 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.

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