Private Client Associate

Job Description

Job Description 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 Minimum 2 years experience in a similar role in the investment industry 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 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 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: RBC WATERSIDE CENTRE, 1871 HOLLIS ST:HALIFAX City: Halifax Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-04-28 Application Deadline: 2026-05-13 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Our Employment Opportunities At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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 thr

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