Current jobs related to Private Client Associate - Vancouver, British Columbia - RBC

  • Private Client Service Associate

    1 week ago

    Vancouver, British Columbia, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full time $65,000 per year

    Connor, Clark & Lunn Private Capital Ltd.Vancouver, BCJoin one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership that aligns your interests...

  • Private Client Service Associate

    1 week ago

    Vancouver, British Columbia, Canada Connor, Clark & Lunn Financial Group Full time $65,000 per year

    Private Client Service AssociateConnor, Clark & Lunn Private Capital Ltd.Vancouver, BCJoin one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee...

  • Private Banking Associate

    1 week ago

    Vancouver, British Columbia, Canada RBC Full time $60,000 - $90,000 per year

    Job DescriptionWhat is the opportunity?As a key member of the Private Banking team, the Private Banking Associate is responsible for creating an enhanced client experience by fulfilling on incoming servicing requests via email and phone and identifying unmet client needs through discovery in daily interactions. You will also champion digital education to...

  • Private Banking Associate

    12 hours ago

    Vancouver, British Columbia, Canada RBC Full time $60,000 - $120,000 per year

    Job DescriptionWhat is the opportunity?As a key member of the Private Banking team, the Private Banking Associate is responsible for creating an enhanced client experience by fulfilling on incoming servicing requests via email and phone and identifying unmet client needs through discovery in daily interactions. You will also champion digital education to...

  • Associate Wealth Advisor

    3 days ago

    Vancouver, British Columbia, Canada Connor, Clark & Lunn Private Capital Ltd. (CC&L) Full time

    Connor, Clark & Lunn Private Capital Ltd.Vancouver, BCBecoming an Associate Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers, and help clients achieve their unique financial goals while providing exemplary service.As an...

  • Private Equity/M&A Associate

    1 week ago

    Vancouver, British Columbia, Canada ZSA Canada Full time $80,000 - $120,000 per year

    Private Equity/M&A Lawyer | 3 – 6 Years | VancouverWe're partnering with a leading law firm that is currently seeking a talented associate with 3-6 years of relevant experience to join their expanding Corporate team. The ideal candidate will have experience in private company M&A, private equity, financings, and general corporate transactions.This role...

  • Associate Financial Advisor

    2 weeks ago

    Vancouver, British Columbia, Canada NW Strategic Private Wealth Management Group Full time $60,000 - $120,000 per year

    The NW Strategic Private Wealth Management Group helps multi-millionaires and ultra high net worth families become financially more successful for the long-term with the highest possible standards of private client service.We value long-term relationships with our clients for all of their financial planning and private wealth management needs with a be-spoke...

  • Associate - Corporate (Private Equity / M&A) - 2 to 4 Years

    19 hours ago

    Vancouver, British Columbia, Canada Osler, Hoskin & Harcourt LLP Full time $130,000 - $165,000 per year

    Osler's Vancouver office is a collegial, innovative, and rapidly evolving environment focused on providing excellent client service to a broad range of clients at various stages. Associates experience a diverse and inclusive firm culture that promotes teamwork, collaboration and mentorship.Are you ready to take the next step in your legal career? Do you have...

  • Private Bank

    6 days ago

    Vancouver, British Columbia, Canada Citi Full time $141,000 - $212,400 per year

    The Investment Counselor Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a...

  • Private Lending Associate

    3 days ago

    Vancouver, British Columbia, Canada Manulife Full time $80,000 - $120,000 per year

    Reporting to the Head of Asian Market Solutions, the Private Lending Associate is a key cross-functional role that combines sales support and administrative responsibilities. This role is designed to directly support a Regional Director, acting as the primary liaison between advisors, clients, and internal teams.The successful candidate will contribute to...

Private Client Associate

2 weeks ago

Vancouver, British Columbia, Canada RBC Full time $41,000 - $60,000

Job Description

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.

What is the opportunity?

As part of a dynamic team, you will be responsible for assisting Investment Counsellors 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?

  • Identify, investigate, and resolve all client inquiries, administrative errors, etc.
  • Be a key support to the administrative activities and responsibilities of the team E
  • 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
  • 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

  • University Degree
  • CSC / CPH
  • Minimum of 2 years' experience in a similar role in the Investment Industry
  • Advanced proficiency in MS Office ( Excel, Word, PowerPoint)
  • Be able to work under high pressure

Nice-to-have

  • Current enrollment in CFA

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.

  • Challenging work
  • Variety of assignments
  • Financial strength and a strong brand
  • Prestige
  • Management that supports your work and progression

The expected salary range for the above position is $41, ,000 depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs.

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

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

Address:

VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER

City:

Vancouver

Country:

Canada

Work hours/week:

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion 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.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities