RBC PH&N Investment Counsel (“RBC PH&N IC”) is one of Canada’s leading boutique investment counselling firms with investment professionals nationwide acting exclusively for high‑net‑worth clients and small business owners. We provide clients with discretionary investment management and privileged access to the expertise of our RBC Wealth Management Services team which includes highly accredited lawyers, accountants, and financial planning specialists.What is the prospect?As part of a dynamic team at our Kelowna office, you will be responsible for assisting Investment Counsellors and other members of the team in providing daily portfolio maintenance administration and superior service to high net‑worth clients.What will you do?Identify, investigate, and resolve all client inquiries, administrative errors, etc.Be a key support to the administrative activities and responsibilities of the team.Ensure trades are processed accurately and on a timely basis.Manage all aspects of account opening and documentation and maintain client cash flows and balances.Maintain records and files and attend client meetings as required.Proactively assist with client management of appointments and scheduled meetings/calls.Stay current with all RBC Policies & Procedures.Assist other team members and continue to strengthen cross‑business working relationships.What do you need to succeed?Must-have QualificationsUniversity Degree.CSC or willing to complete within 6 months.Minimum of 2 years’ experience in a similar role in the Investment Industry.Advanced proficiency in MS Office (Excel, Word, PowerPoint).Ability to work under high pressure.Strong attention to detail.Positive work ethic.Nice-to-have QualificationsInterest in pursuing the CFP or CFA.What’s in it for you?Challenging work.Variety of assignments.Financial strength and a strong brand.Prestige.Management that supports your work and progression.CompensationThe expected salary range for the above position is $41,000 - 60,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions;and business needs. This position may be eligible to receive a discretionary/variable incentive payment.Job SkillsCustomer KnowledgeCustomer ServiceCustomer Service ManagementGroup Problem SolvingIdentifying Sales OpportunitiesInterpersonal Relationship ManagementOral CommunicationsPerseverance and Follow-ThroughProduct ServicesSales ActivitiesAdditional Job DetailsAddress: 1631 Dickson Ave, Kelowna, CanadaCity: KelownaCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: Wealth ManagementJob Type: RegularPay Type: Salaried#J-18808-Ljbffr

📌 Private Client Associate - C$41,000 - C$60,000 A Year (Winnipeg)
🏢 RBC PH&N Investment Counsel
📍 Winnipeg