Private Client Associate (Langley)

Private Client Associate (Langley)

24 Oct
|
RBC
|
Langley

24 Oct

RBC

Langley

What is the chance?

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.

Job Description

What is the opportunity?

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 dynamic 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. For more information, please visit:

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

📌 Private Client Associate (Langley)
🏢 RBC
📍 Langley

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