09 Sep
|
RBC PH&N Investment Counsel
|
Winnipeg
09 Sep
RBC PH&N Investment Counsel
Winnipeg
Job DescriptionWhat is the opportunity?As part of a agile team, you will be responsible for assisting the Investment Counsellor and other members of the team in providing daily portfolio maintenance and administration and superior service to RBC PH&N Investment Counsel 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 teamEnsure trades are processed accurately and on a timely basisManage all aspects of account opening and documentation and maintain client cash flows and balancesMaintain records and files and attend client meetings as required.Proactively assist with client management of appointments and scheduled meetings / callsStay current with all RBC Policies & ProceduresAssist other team members and continue to strengthen cross-business working relationships.What do you need to succeed?Must-havePost Secondary EducationCSC / CPHMinimum of 2 years’ experience in a similar role in the Investment IndustryAdvanced proficiency in MS Office (Excel, Word, PowerPoint)Be able to work under high pressureWhat’s in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities,
and achieving success that is mutual.Challenging workVariety of assignmentsFinancial strength and a strong brandPrestigeManagement that supports your work and progressionJob SkillsCustomer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales ActivitiesAdditional Job DetailsAddress:BAY WELLINGTON TOWER, 181 BAY ST:TORONTOCity:TorontoCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:WEALTH MANAGEMENTJob Type:RegularPay Type:SalariedPosted Date:2026-08-28Application Deadline:2026-09-11Note:Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveCompensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate’s experience, skills, registration status, performance, individual goals, market conditions, and business needs.Pay RangeThe expected pay range for this position is:$46,000.00 - $70,000.00The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations,
a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.You have the potential to earn RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.Our Employment OpportunitiesAt RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.Rbc.Com.#J-18808-Ljbffr
📌 Private Client Associate - $46,000 - $70,000 A Year (Winnipeg)
🏢 RBC PH&N Investment Counsel
📍 Winnipeg