Private Client Associate

3 weeks 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.

**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

    2 weeks ago

    Edmonton, Alberta, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat 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...

  • Associate

    3 weeks ago

    Edmonton, Canada DLA Piper (Canada) LLP Full time

    3-7 Years Corporate Associate Lawyer - Edmonton DLA Piper (Canada) LLP is newly looking for a talented mid to senior-level associate with 3-7 years’ ‎experience in Corporate and M&A. The ideal candidate will have 3-7 years of substantive corporate transactional experience, including mergers and acquisitions, joint ventures and global corporate...

  • Associate

    3 weeks ago

    Edmonton, Canada DLA Piper (Canada) LLP Full time

    3-7 Years Corporate Associate Lawyer - EdmontonDLA Piper (Canada) LLP is newly looking for a talented mid to senior-level associate with 3-7 years’ ‎experience in Corporate and M&A. The ideal candidate will have 3-7 years of substantive corporate transactional experience, including mergers and acquisitions, joint ventures and global corporate...

  • Private Chef

    4 weeks ago

    Edmonton, Canada Tamatta Mining and Construction Services Inc Full time

    Are you a talented and experienced Chef seeking an exciting opportunity to showcase your culinary skills in a prestigious and private setting? Look no further! We are currently seeking a skilled Private Chef to join our team in Edmonton, Alberta. **Responsibilities**: - Plan, prepare, and present gourmet meals customized to the preferences and dietary...

  • Associate

    4 weeks ago

    Edmonton, Canada DLA Piper (Canada) LLP Full time

    3-7 Years Corporate Associate Lawyer - EdmontonDLA Piper (Canada) LLP is newly looking for a talented mid to senior-level associate with 3-7 years’ ‎experience in Corporate and M&A. The ideal candidate will have 3-7 years of substantive corporate transactional experience, including mergers and acquisitions, joint ventures and global corporate...

  • Associate

    4 weeks ago

    Edmonton, Canada DLA Piper (Canada) LLP Full time

    3-7 Years Corporate Associate Lawyer - Edmonton DLA Piper (Canada) LLP is newly looking for a talented mid to senior-level associate with 3-7 years’ ‎experience in Corporate and M&A. The ideal candidate will have 3-7 years of substantive corporate transactional experience, including mergers and acquisitions, joint ventures and global corporate...

  • Associate

    3 weeks ago

    Edmonton, Canada DLA Piper (Canada) LLP Full time

    3-7 Years Corporate Associate Lawyer - EdmontonDLA Piper (Canada) LLP is newly looking for a talented mid to senior-level associate with 3-7 years’ ‎experience in Corporate and M&A. The ideal candidate will have 3-7 years of substantive corporate transactional experience, including mergers and acquisitions, joint ventures and global corporate...

  • Private Investigator

    7 days ago

    Edmonton, Canada Larrek Investigations Full time

    Are you someone who thrives in situations where you have to think on your feet? Are you good at coming up with outside of the box ideas when others might not know where to start? Do you have your private investigator licence? **Okay, last question...do you live in Edmonton? **If we have piqued your interest keep reading! As one of the leading investigative...

  • Client Service Associate

    2 weeks ago

    Edmonton, Canada Raymond James Financial Full time

    Job Description - Client Service Associate (2401480) Client Service Associate - 2401480 At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking...

  • Client Service Associate

    2 weeks ago

    Edmonton, Canada Raymond James Financial Full time

    Job Description - Client Service Associate (2401480) Client Service Associate - 2401480 At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking...

  • Client Service Associate

    2 weeks ago

    Edmonton, Canada Raymond James Financial Full time

    Job Description - Client Service Associate (2401480) Client Service Associate - 2401480 At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking...

  • Client Service Associate

    8 hours ago

    Edmonton, Canada Raymond James Financial Full time

    Job Description - Client Service Associate (2401480) Client Service Associate - 2401480 At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking...

  • Client Service Associate

    14 hours ago

    Edmonton, Alberta, Canada Raymond James Ltd. Full time

    At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.Administrative Assistant/Client Service AssociateHow does the role...

  • Client Service Associate

    10 hours ago

    Edmonton, Canada Raymond James Ltd. Full time

    At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.Administrative Assistant/Client Service AssociateHow does the role...

  • Associate

    3 weeks ago

    Edmonton, AB, Canada DLA Piper (Canada) LLP Full time

    3-7 Years Corporate Associate Lawyer - Edmonton DLA Piper (Canada) LLP is newly looking for a talented mid to senior-level associate with 3-7 years’ ‎experience in Corporate and M&A. The ideal candidate will have 3-7 years of substantive corporate transactional experience, including mergers and acquisitions, joint ventures and global corporate...

  • Quality Associate

    3 weeks ago

    Edmonton, AB, Canada DLA Piper (Canada) LLP Full time

    3-7 Years Corporate Associate Lawyer - Edmonton DLA Piper (Canada) LLP is newly looking for a talented mid to senior-level associate with 3-7 years’ ‎experience in Corporate and M&A. The ideal candidate will have 3-7 years of substantive corporate transactional experience, including mergers and acquisitions, joint ventures and global corporate...

  • Client Service Associate

    2 weeks ago

    Edmonton, AB, Canada Raymond James Financial Full time

    Job Description - Client Service Associate (2401480) Client Service Associate - 2401480 At Raymond James,  we  develop,  we  collaborate,  we  decide,  we  deliver, and  we  improve together . Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking...

  • Licensed Associate

    4 weeks ago

    Edmonton, AB, Canada DGA Careers Full time

    Business Service Associate - 8088 - IW-8088 Business Service Associate - 8088 Our client is looking for an individual who is interested in getting their start in an Insurance Career as a Business Service Associate. This role reports to the VP Operations/Director of Service or Delegate. Customer service is key, and you will be depended on to find and...

  • Associate Dentist

    4 days ago

    Edmonton, Canada GRIESBACH FAMILY DENTAL Full time

    We are looking for a dental associate to join our team! We have an opportunity for an associate dentist to start part-time and gradually move to full-time as a permanent position. Position is 4 days/week to start. Our office is friendly, modern and patient oriented. Ideal days for work are Mondays, Thursday, Friday and Saturdays but may be flexible. We are...

  • Cpa Student or Newly Designated Cpa

    3 days ago

    Edmonton, Canada Chopek & Associate Professional Corporation Full time

    We are currently seeking a Full-time CPA Student or a Newly designated CPA for our growing team. Chopek & Associates is a fast-growing accounting, tax and business consulting firm in Edmonton serving clients across Alberta. Our team of professionals use cutting-edge technology to drive growth while providing our clients with expert advice across diverse...