Elevate client service through the Investment Client Associate role at RBC Phillips, Hager & North in Ottawa. Support high net worth clients via effective portfolio administration and communication. Join a dedicated team as an Investment Client Associate, where your key responsibilities will include assisting an Investment Counsellor and ensuring premium service standards.

You will handle daily portfolio maintenance, manage client documentation, and maintain accurate trade processing while responding to client needs efficiently. Key Responsibilities:
Assist Investment Counsellor with client service tasks
Process trades accurately and timely
Manage account openings and documentation
Maintain records and support client meetings
Assist in scheduling client appointments Requirements:
Diploma of College Studies or bachelor’s degree
Certified in Canadian Securities Course (CSC)
Proficient in Microsoft 365 applications
Robust client service skills and attention to detail
Excellent time management capabilities Utilize your expertise in client relations, administration, and financial services in this enriching role at RBC.

📌 Investment Client Associate At Rbc Ottawa
🏢 RBC
📍 Ottawa