Private Client Associate

3 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 that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

**Job Title**

Private Client Associate

**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**
- Post-secondary education
- Advanced proficiency in Microsoft Office Suite (Excel, Word, and PowerPoint)
- Strong written and verbal communication skills
- 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
- RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager._

**Job Summary**

**Address**:
TORONTO, Ontario, Canada

**City**:
CAN-ON-TORONTO

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Wealth Management

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2023-02-16-08:00

**Application Deadline**:
2023-03-03-08:00

**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.

**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.

  • Private Client Associate

    1 month ago

    Toronto, Canada K.J. Harrison & Partners Inc. Full time

    **Responsibilities**: - Work closely with the Private Client Principal in all facets of business development and ongoing relationship management and servicing of our clients - Prepare presentation materials for Private Client Team Principal - Answer phones and respond to client inquiries promptly and professionally - Prepare and maintain all client account...

  • Private Client Services Associate

    1 day ago

    Toronto, Canada Connor, Clark & Lunn Financial Group Full time

    **Private Client Services Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** We are looking for the next **Private Client Services Associate **to join our Toronto office. In this role, you will be a member of a collaborative and client-focused team requiring exceptional communication and problem-solving skills. You will support...

  • Private Client Service Associate

    1 day ago

    Toronto, Canada Connor, Clark & Lunn Financial Group Full time

    **Private Client Service Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** We are looking for the next **Private Client Service Associate** to join our firm. In this role, you will be a member of a collaborative and client focused team delivering exemplary service to our high-net-worth clients. Through a combination of superior...

  • 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...

  • Private Client Intern

    1 day ago

    Toronto, Canada Connor, Clark & Lunn Financial Group Full time

    **Private Client Intern** **Fall Term (September - December 2024)** **Connor, Clark & Lunn Private Capital Ltd.** **Toronto, ON** **The Position** CC&L Private Capital Ltd. is seeking a Private Client Intern to join our Toronto-based **Private Client Services Team **for a **4-month term **from September 2024 to December 2024. **What do we offer a...

  • 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

    1 month 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

    1 month 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

    1 month ago

    Toronto, Canada TD Bank Full time

    407267BR Wealth Management Toronto, ON April 25, 2023 Company Overview 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 the highest level of...

  • Pic Private Client Service Associate

    7 days ago

    Toronto, Canada TD Bank Full time

    412483BR Wealth Management Toronto, ON June 23, 2023 Company Overview 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 the highest level of...

  • Associate Private Banker

    4 days ago

    Toronto, Canada Scotiabank Full time

    Purpose: The Associate Private Banker is a portfolio management support role responsible for contributing to the management and development of client, through the sound administration of assigned accounts and the delivery of the highest standard of personal service. The Associate Private Banker possesses the skills and product knowledge to deliver...

  • Associate Private Banker

    1 day ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 175444 Join 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...

  • Associate Private Banker

    1 day ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 197007 Join 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...

  • Manager Client Services

    1 day ago

    Toronto, Canada TD Bank Full time

    **Manager Client Services - Private Trust**: - 425221BR **Job Category - Primary** - Wealth Management **Work Location** - 2 St Clair Avenue East Corporate, 220 Commerce Valley Drive West Corporate, 5515 North Service Road **Employment Type** - Regular **City** - Burlington, Markham, Toronto **Time Type** - Full Time **Province/State** -...

  • Private Banking Associate

    7 days 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...

  • Associate Private Banker

    2 days ago

    Toronto, Canada Scotiabank Full time

    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, delivering exceptional personal service. Responsible for day-to-day management of retail and small business solutions...

  • Associate Private Banker

    2 hours ago

    Toronto, Canada Scotiabank Full time

    Is this role right for you? Requisition ID: 197007 Join 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...

  • Associate / Senior Associate, Private Equity

    4 days ago

    Old Toronto, Canada Brookfield Full time

    Associate / Senior Associate, Private Equity page is loaded Associate / Senior Associate, Private Equity Apply locations Toronto, Ontario time type Full time posted on Posted Yesterday job requisition id R2036236 Location Brookfield Place - 181 Bay Street Brookfield Culture Brookfield has a unique and dynamic...

  • Associate / Senior Associate, Private Equity

    4 days ago

    Old Toronto, Canada Brookfield Full time

    Associate / Senior Associate, Private Equity page is loaded Associate / Senior Associate, Private Equity Apply locations Toronto, Ontario time type Full time posted on Posted Yesterday job requisition id R2036236 LocationBrookfield Place - 181 Bay Street Brookfield Culture Brookfield has a unique and dynamic...

  • Associate / Senior Associate, Private Equity

    4 days ago

    Old Toronto, Canada Brookfield Full time

    Associate / Senior Associate, Private Equity page is loaded Associate / Senior Associate, Private Equity Apply locations Toronto, Ontario time type Full time posted on Posted Yesterday job requisition id R2036236 LocationBrookfield Place - 181 Bay Street Brookfield Culture Brookfield has a unique and dynamic...