Elevate client relationships as an Investment Associate with RBC PH&N; Investment Counsel in Victoria, Canada. Focus on high-net-worth clientele, providing exceptional service and support.

In this full time role, you will support a team dedicated to high-net-worth individuals and small business owners. With at least 2 years in the investment industry, your skills in MS Office and communication will be essential. Responsibilities include managing client inquiries, processing trades, and maintaining account documentation.

Key Responsibilities:
• Resolve client inquiries and administrative errors
• Process trades accurately and timely
• Manage client account openings and documentation
• Maintain records and assist in client meetings
• Proactively support client appointment scheduling

Requirements:
• Minimum 2 years' experience in the investment sector
• Advanced MS Office skills specifically in Excel
• Strong communication abilities in English
• Ability to work under pressure
• Completion of CSC and a University Degree considered an asset

Bring your expertise to RBC PH&N; and make a significant impact on client experiences.
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📌 Investment Associate at RBC PH&N (British Columbia)
🏢 RBC
📍 British Columbia