Current jobs related to Private Client Associate - Kelowna, British Columbia - RBC
-
Private Client Associate
1 month ago
Kelowna, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and motivated individual to join our team as a Private Client Associate. As a key member of our investment counselling team, you will be responsible for providing exceptional client service and support to our high net worth clients.Key ResponsibilitiesIdentify, investigate, and resolve client...
-
Private Client Associate
1 month ago
Kelowna, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and motivated individual to join our team as a Private Client Associate. As a key member of our investment counselling team, you will be responsible for providing exceptional client service and support to our high net worth clients.Key ResponsibilitiesIdentify, investigate, and resolve client...
-
Private Client Associate
3 weeks ago
Kelowna, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and motivated individual to join our team as a Private Client Associate. As a key member of our wealth management team, you will be responsible for providing exceptional client service and support to our high net worth clients.Key ResponsibilitiesAssist the Investment Counsellor in providing daily...
-
Private Client Associate
3 weeks ago
Kelowna, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and motivated individual to join our team as a Private Client Associate. As a key member of our wealth management team, you will be responsible for providing exceptional client service and support to our high net worth clients.Key ResponsibilitiesAssist the Investment Counsellor in providing daily...
-
Private Client Associate
1 month ago
Kelowna, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and detail-oriented individual to join our team as a Private Client Associate. As a key member of our investment counselling team, you will be responsible for providing exceptional client service and supporting the daily operations of our high-net-worth clients.Key ResponsibilitiesIdentify and...
-
Private Client Associate
4 weeks ago
Kelowna, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and detail-oriented individual to join our team as a Private Client Associate. In this role, you will be responsible for providing exceptional client service and supporting the Investment Counsellor in daily portfolio maintenance and administration.Key ResponsibilitiesInvestigate and resolve client...
-
Private Client Associate
4 weeks ago
Kelowna, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and detail-oriented individual to join our team as a Private Client Associate. In this role, you will be responsible for providing exceptional client service and supporting the Investment Counsellor in daily portfolio maintenance and administration.Key ResponsibilitiesInvestigate and resolve client...
-
Private Client Associate
3 weeks ago
Kelowna, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and detail-oriented individual to join our team as a Private Client Associate. In this role, you will be responsible for providing exceptional client service and supporting the Investment Counsellor in daily portfolio maintenance and administration.Key ResponsibilitiesInvestigate and resolve client...
-
Private Client Associate
3 weeks ago
Kelowna, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryRoyal Bank of Canada is seeking a highly skilled and detail-oriented individual to join our team as a Private Client Associate. In this role, you will be responsible for providing exceptional client service and supporting the Investment Counsellor in daily portfolio maintenance and administration.Key ResponsibilitiesInvestigate and resolve client...
-
Senior Manager
4 weeks ago
Kelowna, British Columbia, Canada KPMG-Canada Full timeAbout the RoleWe are seeking a Senior Manager to join our team at KPMG-Canada, dedicated to delivering exceptional services to private clients. As a Senior Manager, you will be responsible for leading non-audit assurance, accounting, and tax services for private companies.Key ResponsibilitiesManage financial statement engagements, review engagements, and tax...
-
Senior Manager
2 months ago
Kelowna, British Columbia, Canada KPMG-Canada Full timeAbout the RoleWe are seeking a Senior Manager to join our team at KPMG-Canada, dedicated to delivering exceptional services to private clients. As a Senior Manager, you will be responsible for leading non-audit assurance, accounting, and tax services for private companies.Key ResponsibilitiesManage financial statement engagements, review engagements, and tax...
-
Private Banking Officer Sales Specialist
2 months ago
Kelowna, British Columbia, Canada BMO Financial Group Full timeAbout the RoleWe are seeking a highly skilled and experienced Private Banking Officer Sales Specialist to join our team at BMO Financial Group. As a key member of our private banking team, you will be responsible for delivering exceptional customer service to our high net worth clients.Key ResponsibilitiesClient Service: Provide timely and accurate service...
-
Private Banking Officer Sales Specialist
2 months ago
Kelowna, British Columbia, Canada BMO Financial Group Full timeAbout the RoleWe are seeking a highly skilled and experienced Private Banking Officer Sales Specialist to join our team at BMO Financial Group. As a key member of our private banking team, you will be responsible for delivering exceptional customer service to our high net worth clients.Key ResponsibilitiesClient Service: Provide timely and accurate service...
-
Kelowna, British Columbia, Canada Scotiabank Full timeJob Title: Portfolio Administrator, Private Investment CounselScotiabank is seeking a highly skilled and detail-oriented Portfolio Administrator to join our Private Investment Counsel team. As a key member of our team, you will be responsible for providing exceptional client service and support to our Relationship Managers in the management of client...
-
Kelowna, British Columbia, Canada Scotiabank Full timeJob Title: Portfolio Administrator, Private Investment CounselScotiabank is seeking a highly skilled and detail-oriented Portfolio Administrator to join our Private Investment Counsel team. As a key member of our team, you will be responsible for providing exceptional client service and support to our Relationship Managers in the management of client...
-
Client Care Specialist
3 weeks ago
Kelowna, British Columbia, Canada Hub International Canada West ULC (Canada West) Full timeAbout the OpportunityWe are seeking a bright and outgoing individual to join our team as an Auto Associate. As an Auto Associate, you will advise new and existing clients on how to best protect their assets when it comes to automobile insurance. You will build relationships and offer solutions using a diverse selection of insurance products while achieving...
-
Client Care Specialist
3 weeks ago
Kelowna, British Columbia, Canada Hub International Canada West ULC (Canada West) Full timeAbout the OpportunityWe are seeking a bright and outgoing individual to join our team as an Auto Associate. As an Auto Associate, you will advise new and existing clients on how to best protect their assets when it comes to automobile insurance. You will build relationships and offer solutions using a diverse selection of insurance products while achieving...
-
Private Banking Officer Sales Specialist
1 month ago
Kelowna, British Columbia, Canada BMO Financial Group Full timeJob SummaryWe are seeking a highly skilled Private Banking Officer Sales professional to join our team at BMO Financial Group. As a key member of our private banking team, you will be responsible for delivering exceptional customer service to our clients, providing expert advice on our products and services, and identifying opportunities to grow our...
-
Private Banking Officer Sales Specialist
1 month ago
Kelowna, British Columbia, Canada BMO Financial Group Full timeJob SummaryWe are seeking a highly skilled Private Banking Officer Sales professional to join our team at BMO Financial Group. As a key member of our private banking team, you will be responsible for delivering exceptional customer service to our clients, providing expert advice on our products and services, and identifying opportunities to grow our...
-
Private Banking Officer Sales Specialist
1 month ago
Kelowna, British Columbia, Canada BMO Financial Group Full timeJob SummaryWe are seeking a highly skilled Private Banking Officer Sales professional to join our team at BMO Financial Group. As a key member of our private banking team, you will be responsible for delivering exceptional customer service to our private banking clients, providing a superior level of courteous, knowledgeable, and professional service to all...
Private Client Associate
2 months ago
RBC PH&N Investment Counsel is a leading boutique investment counselling firm seeking a highly skilled and motivated individual to join our dynamic team as a Private Client Associate - Investment Counsellor Assistant.
Key Responsibilities- Assist the Investment Counsellor and team members in providing daily portfolio maintenance and administration, ensuring exceptional service to high-net-worth clients.
- Identify, investigate, and resolve client inquiries, administrative errors, and other issues in a timely and professional manner.
- Process trades accurately and efficiently, maintaining high levels of quality and attention to detail.
- Manage all aspects of account opening and documentation, ensuring seamless client onboarding and maintenance.
- Proactively assist with client management, including scheduling appointments and meetings, and maintaining accurate records and files.
- Stay up-to-date with RBC Policies & Procedures, ensuring compliance and adherence to regulatory requirements.
- Collaborate with team members to strengthen cross-business working relationships and achieve shared goals.
- Minimum of 2 years' experience in a similar role in the investment industry.
- Advanced proficiency in MS Office (Excel, Word, PowerPoint).
- Ability to work under high pressure and meet deadlines.
- CSC (Certified Securities Representative) designation an asset.
- University degree preferred.
- Gain a breadth of experience and exposure to the global wealth management platform.
- Opportunities to take on progressively greater accountabilities and responsibilities.
- Collaborative and dynamic work environment with a focus on teamwork and client satisfaction.
- Competitive salary range of $41,000 - $60,000, depending on experience, skills, and registration status.
- Discretionary bonus program offering opportunities for increased total compensation.
RBC is a leading financial institution committed to delivering trusted advice and exceptional service to our clients. We value diversity, inclusion, and equity, and strive to create a workplace that is inclusive and accessible for all employees.
