Support high-net-worth clients of RBC Phillips, Hager & North as an Investment Associate. Assist with portfolio maintenance while delivering exceptional service in Québec.

In this full-time Investment Associate role, you'll assist an Investment Counsellor and the team in daily administrative tasks and client service. Your advanced skills in Microsoft 365 and bilingualism in English and French will be essential. With meticulous attention to detail, you'll ensure trades are processed accurately while managing client accounts and documentation effectively.

Key Responsibilities:
• Respond to client inquiries promptly
• Support administrative tasks of the team
• Process trades accurately and timely
• Manage account opening and client balances
• Assist with client meeting management

Requirements:
• Diploma of College Studies or bachelor's degree
• Proficiency in Microsoft 365 apps
• Bilingual in English and French
• Proven client service skills
• Solid attention to detail and time management

Excel in portfolio support and client relationship management with RBC at a reputable firm.
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📌 Investment Associate for High-Net-Worth Clients (Quebec City)
🏢 RBC
📍 Quebec City