Investment Counsellor Support Associate

2 weeks ago


Vancouver, British Columbia, Canada RBC Phillips, Hager & North Investment Counsel Inc. Full time

Opportunity Overview

RBC PH&N Investment Counsel, a leading boutique investment counselling firm, seeks a Private Client Associate to join their Vancouver main branch. As a key member of a high-performing team, you will assist Investment Counsellors in delivering exceptional service to high-net-worth clients and partners.

Responsibilities

  • Investigate and resolve client inquiries and administrative errors in a timely and efficient manner
  • Support the team in their daily activities and maintain accurate records
  • Process trades accurately and ensure timely completion
  • Manage account openings, documentation, and client cash flows
  • Stay up-to-date with RBC Policies & Procedures

Requirements

  • 1-3 years of admin/support experience, preferably in Wealth Management
  • Strong communication and organizational skills
  • Canadian Banking product knowledge
  • Advanced proficiency in MS Office

What We Offer

  • A comprehensive Total Rewards Program, including competitive compensation and flexible benefits
  • Leaders who support your development and growth
  • Opportunities to make a lasting impact and contribute to a dynamic team

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