What is the opportunity?

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? 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.

As part of a dynamic team, you will be responsible for assisting the Investment Counsellor and other members of the team in providing daily portfolio maintenance and administration and superior service to RBC PH&N; Investment Counsel high net worth Clients. For more information, please visit: http://www.rbcphnic.com 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 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

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

CSC University Degree 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 with competitive compensation including salary, bonus, flexible benefits, and share savings program where applicable





Leaders who support your development through coaching and managing opportunities Ability to make a difference and lasting impact for clients as well as employees Prestige working for a top firm Work in a dynamic, team-oriented, progressive, and high-performing team

Opportunities to do challenging work Opportunities to take on progressively greater accountabilities Job Skills

Asset and Liability Management (ALM), Cash Management, Client Counseling, Competitive Markets, Financial Statement Analysis, Investment Management, Investment Risk, Market Risk, New Challenges, Results-Oriented Additional Job Details

Address

333 7 AVE SW:CALGARY City:

Calgary Country

Canada Work hours/week

37.5 Employment Type:

Full time Platform

WEALTH MANAGEMENT Job Type

Regular Pay Type

Salaried Posted Date

2026-07-22 Application Deadline:

2026-08-10 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 through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

📌 Private Client Associate (Winnipeg)
🏢 RBC
📍 Winnipeg