Private Client Associate

1 week ago

Edmonton, Canada Royal Bank of Canada Full time

**Job Summary**

**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.

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