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. 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. As part of a energetic team, you will be responsible for assisting the Investment Counsellor and other members of the team in providing daily portfolio maintenance, administration, and superior service to RBC PH&N; Investment Counsel high-net-worth Clients. In addition, you will help with receptionist duties to ensure clients are greeted and received for appointments.

Private Client Associate duties: Identify, investigate, and resolve all client inquiries, administrative errors, etc. Be a key support to the administrative activities and responsibilities of the team Manage all aspects of account opening and documentation and maintain client cash flows and balances Stay current with all RBC Policies & Procedures Receptionist duties: Help manage incoming communications from clients,



Investment Counsellors and other internal and external partners Contribute to team by assisting with coordinating any staff functions Complete expense reports for Counsellors and order courier supplies, maintain access card log list for audit purposes, order marketing material for the office Various other duties and projects as assigned by the Manager, Practice Enablement Prior receptionist experience in a professional and high profile office environment Advanced proficiency in MS Office ( Excel, Word, PowerPoint) Be able to commute to the Langley office in-person 5 days a week. Training will take place in downtown Vancouver for a period of time 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. A comprehensive Total Rewards Program which include competitive compensation and flexible benefits Opportunities to building close relationships with clients Drives RBC’s high-performance culture Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities Full time 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. #

📌 Private Client Associate / Receptionist (Vancouver)
🏢 RBC
📍 Vancouver