Private Client Associate
2 months ago
**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?**
**What will you do?**
- Identify, investigate, and resolve all client inquiries, administrative errors, etc.
- 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
- 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**
- Minimum of 2 years' experience in a similar role in the Investment Industry
- Advanced proficiency in MS Office ( Excel, Word, PowerPoint)
- Be able to work under high pressure
**Nice to Have**
- CSC
- University Degree
**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.
- 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
- Flexible work/life balance options
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business and geographies
**Job Summary**
**Address**:
HALIFAX, Nova Scotia, Canada
**City**:
CAN-NS-HALIFAX
**Country**:
Canada
**Work hours/week**:
37.5
**Employment Type**:
Full time
**Platform**:
Wealth Management
**Job Type**:
Regular
**Pay Type**:
Salaried
**Posted Date**:
2023-01-30-08:00
**Application Deadline**:
2023-02-14-08:00
**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.
-
Associate Private Banker
2 days ago
Halifax, Canada Scotiabank Full timeRequisition ID: 174473 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...
-
Private Banking Associate
6 days ago
Halifax, Canada CIBC Full timeWe’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 Client Service Associate
2 months ago
Halifax, Canada TD Bank Full time**TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** - TD Wealth is one of Canada's largest Wealth Management companies, providing a unique suit of fully integrated banking, investment, insurance and estate and trust solutions to high net worth individuals. With an approach based on...
-
Supervisor, Client Operations, Private Equity
2 months ago
Halifax, Canada MUFG Investor Services Full timeCompany Description **About MUFG Investor Services**: MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG - one of the largest banks in the world with $2.8 trillion in assets - we provide clients access to a range of leading solutions from fund...
-
Private Banking Associate
2 weeks ago
Halifax, Canada TD Bank Full time**Work Location**: Halifax, Nova Scotia, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: **Department Overview**: **Job Description**: **Job Description**: **Understand the Private Wealth Management (PWM) businesses and how Private Banking acts as a key partner within it. Specifically**: - **Types of HNW clients, the nature of...
-
Halifax, Canada Gallagher Full timeAbout Us: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...
-
Halifax, Canada Gallagher Full timeOverview Our Private Client Solutions team is hiring! As the Client Solutions Manager reporting to the Vice President of Private Client Solutions, you will be working directly with clients in delivering the world-class customer service Gallagher is so well known for. You will be handling a Private Client book of business, guiding and advising clients through...
-
Halifax, Canada Gallagher Full timeOverview Our Private Client Solutions team is hiring! As the Client Solutions Manager reporting to the Vice President of Private Client Solutions, you will be working directly with clients in delivering the world-class customer service Gallagher is so well known for. You will be handling a Private Client book of business, guiding and advising clients through...
-
Halifax, Canada Arthur J. Gallagher Full timeIndulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of...
-
Halifax, Canada Arthur J. Gallagher Full timeIndulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of...
-
Halifax, Canada Arthur J. Gallagher Full timeIndulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of...
-
Halifax, Canada Arthur J. Gallagher Full timeIndulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of...
-
Halifax, Nova Scotia, Canada Gallagher Full timeJob Description Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build...
-
Halifax, Nova Scotia, Canada Gallagher Full timeJob Description Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build...
-
Senior Investment Associate – Private Equity
3 weeks ago
Halifax, Canada VenorTalent Full timeSenior Investment Associate – Private Equity & CreditVenor is proud to partner with The Halifax Regional Municipality Pension Plan in their search for a Senior Investment Associate. The HRM Pension Plan has approximately $2.9 billion in assets under management of which $1.2 billion is invested in private equity, private credit, infrastructure and real...
-
Senior Investment Associate – Private Equity
3 weeks ago
Halifax, Canada VenorTalent Full timeSenior Investment Associate – Private Equity & CreditVenor is proud to partner with The Halifax Regional Municipality Pension Plan in their search for a Senior Investment Associate. The HRM Pension Plan has approximately $2.9 billion in assets under management of which $1.2 billion is invested in private equity, private credit, infrastructure and real...
-
Senior Investment Associate – Private Equity
3 weeks ago
Halifax, Canada VenorTalent Full timeSenior Investment Associate – Private Equity & CreditVenor is proud to partner with The Halifax Regional Municipality Pension Plan in their search for a Senior Investment Associate. The HRM Pension Plan has approximately $2.9 billion in assets under management of which $1.2 billion is invested in private equity, private credit, infrastructure and real...
-
Senior Investment Associate – Private Equity
1 week ago
Halifax, Canada VenorTalent Full timeSenior Investment Associate – Private Equity & CreditVenor is proud to partner with The Halifax Regional Municipality Pension Plan in their search for a Senior Investment Associate. The HRM Pension Plan has approximately $2.9 billion in assets under management of which $1.2 billion is invested in private equity, private credit, infrastructure and real...
-
Senior Investment Associate – Private Equity
2 weeks ago
Halifax, Canada VenorTalent Full timeSenior Investment Associate – Private Equity & Credit Venor is proud to partner with The Halifax Regional Municipality Pension Plan in their search for a Senior Investment Associate. The HRM Pension Plan has approximately $2.9 billion in assets under management of which $1.2 billion is invested in
-
Senior Investment Associate – Private Equity
1 week ago
Halifax, Canada VenorTalent Full timeSenior Investment Associate – Private Equity & Credit Venor is proud to partner with The Halifax Regional Municipality Pension Plan in their search for a Senior Investment Associate. The HRM Pension Plan has approximately $2.9 billion in assets under management of which $1.2 billion is invested in
