Provide exemplary service as an Investment Client Associate at RBC Phillips, Hager & North in Québec. Specialize in managing high-net-worth client portfolios.

This full-time position is essential for supporting the Investment Counsellor and enhancing client satisfaction. You will assist in portfolio maintenance, ensuring accurate trades and managing client documentation while attending client meetings as necessary. Your bilingual skills will be leveraged to communicate effectively with diverse clients.

Key Responsibilities:
• Address and resolve client inquiries swiftly
• Support team administrative functions and efforts
• Process transactions accurately and within time constraints
• Oversee account openings and client financial documentation




• Aid in organizing client meetings and calls

Requirements:
• Diploma of College Studies or bachelor’s degree from an accredited institution
• Proficiency in Microsoft 365 applications
• Bilingual in English and French to support client needs
• Solid proven client service capabilities
• Exceptional attention to detail and time management abilities

Become a fundamental part of RBC’s client service excellence in wealth management as an Investment Client Associate.
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📌 Investment Client Associate Role at RBC (Quebec City)
🏢 RBC
📍 Quebec City