Private Client Associate

1 week ago

Quebec City, Canada Royal Bank of Canada Full time

**Job Summary**

**What is the opportunity?**

As part of a dynamic team, you will be responsible for assisting an Investment Counsellor and other members of the team in providing daily portfolio maintenance administration and superior service to high-net-worth clients of RBC Phillips, Hager & North Investment Counsel Inc.

**What will you do?**
- Respond to client inquiries and ensure any issue is resolved to the satisfaction of the client
- 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
- Assist other team members and continue to strengthen cross-business working relationships

**What do you need to succeed?**

**Must-have**
- Mastery of the French language
- Diploma of College Studies (DCS) or bachelor’s degree
- Advanced proficiency in Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
- Proven client service skills
- Meticulous attention to detail and excellent time management skills

**Nice-to-have**
- Intermediate or advanced level of English

**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, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- 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
- A world-class training program in financial services

**Job Skills**

**Additional Job Details**

**Address**:
2828 BOUL LAURIER:QUÉBEC

**City**:
QUÉBEC

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
WEALTH MANAGEMENT

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2025-06-11

**Application Deadline**:
2025-07-02

**I**nclusion** and Equal Opportunity Employment**

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

**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 Wealth Associate

    2 weeks ago

    Quebec City, Canada National Bank of Canada Full time

    **Primary Locations**:Québec, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Private Banking 1859 - National Bank's private banking division - offers wealth management solutions and advice to a discerning high-net-worth clientele. Our multidisciplinary team works in close collaboration with the advisors who...

  • Private Wealth Associate

    6 days ago

    Quebec City, Canada National Bank of Canada Full time

    **Primary Locations**:Québec, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Private Banking 1859 - National Bank's private banking division - offers wealth management solutions and advice to a discerning high-net-worth clientele. Our multidisciplinary team works in close collaboration with the advisors who...

  • Private Client Associate

    2 days ago

    Quebec City, QC GR P, Canada Royal Bank of Canada Full time

    Job DescriptionWhat is the opportunity?As part of a dynamic team, you will be responsible for assisting an Investment Counsellor and other members of the team in providing daily portfolio maintenance administration and superior service to high-net-worth clients of RBC Phillips, Hager & North Investment Counsel Inc.What will you do?Respond to client inquiries...

  • Private Banking Officer, Sales

    1 week ago

    Quebec City, Canada BMO Financial Group Full time

    2828 boul Laurier VILLE DE QUEBEC Quebec,G1V 0B9 Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively identify...

  • Client Executive, Private Client Services

    3 days ago

    City of Langley, Canada BFL CANADA Full time

    Client Executive, Private Client Services We offer more than a job, we offer a career! We support our employees to shape their career by encouraging continuing education and investing in training and development. We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are...

  • Private Wealth Advisor

    1 week ago

    Quebec City, Canada National Bank of Canada Full time

    A career as a private wealth advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a positive impact on our organization, thanks to your skills in providing exceptional customer service, your ability to build strong trusting relationships and your knowledge of...

  • Relationship Private Banker

    6 days ago

    Quebec City, Canada National Bank of Canada Full time

    A career as a private Banker in the private wealth 1859 team at National Bank means acting as an expert advisor to wealthy clients. This position allows you to have a concrete impact on achieving clients' financial objectives thanks to your credit expertise, business development skills and ability to build lasting relationships of trust. **Your job** -...

  • Banking Associate

    5 hours ago

    Quebec City, Canada National Bank of Canada Full time

    A career as a Banking Associate with Private Banking 1859 banking services at National Bank is an opportunity to offer wealth management services and advice to a discerning high-net-worth clientele. In this role. you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as...

  • Client Service Associate

    5 days ago

    Quebec City, Canada Scotiabank Full time

    Requisition ID: 149059 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Imagine an environment that encourages you to bring your best self to work every day. A company committed to your personal development and career aspirations. An employer who not only respects your requirement for life/work...

  • Associate, National Client Group

    3 days ago

    Quebec, Canada Banque Nationale du Canada Full time

    Area(s) of interest: Advisory services, Commercial bankingThis is an exciting time to join the National Client Group at National Bank and be part of a winning team of finance professionals working together to grow our market share. The team is dedicated to building long-term relationships with large Canadian private companies or those backed by private...