Embrace a rewarding role at RBC Phillips, Hager & North as a Private Client Associate. Provide portfolio administration and service to high-net-worth clients in a collaborative environment.

RBC is seeking dedicated individuals as Private Client Associates to support Investment Counsellors. This full-time role involves client service, portfolio maintenance, and meticulous documentation management. Your mission will also include ensuring accurate trade processing and effectively assisting with client interactions.

Key Responsibilities:
• Respond to client inquiries promptly
• Support administrative activities for the team
• Process trades accurately and timely
• Manage account opening and documentation
• Maintain records and facilitate client meetings

Requirements:
• Diploma of College Studies or bachelor's degree
• Canadian Securities Course certification
• Advanced skills in Microsoft 365 apps
• Proven client service expertise
• Solid attention to detail and time management

Maximize your potential by delivering outstanding client support and administrative excellence at RBC in Ottawa.
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📌 Client-Focused Associate at RBC (Quebec City)
🏢 RBC
📍 Quebec City