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 cooperative 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 • Strong attention to detail and time management

Maximize your potential by delivering outstanding client support and administrative excellence at RBC in Ottawa. #J-18808-Ljbffr

📌 Client-Focused Associate at RBC (Montreal)
🏢 RBC
📍 Montreal