Overview
Private Client Associate Jobs in Toronto, Canada at RBC
As part of a dynamic team, you will support the Investment Counsellor and other team members in daily portfolio maintenance and administration, providing superior service to RBC PH&N Investment Counsel high net worth clients.
Responsibilities
- Identify, investigate, and resolve all client inquiries and administrative errors.
- Provide 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 and procedures.
- Assist other team members and strengthen cross‑business working relationships.
Qualifications
- Minimum of 2 years’ experience in a similar role in the investment industry.
- Advanced proficiency in MS Office (Excel, Word, PowerPoint).
- Current enrollment in CFA (nice‑to‑have).
Benefits
- Challenging work.
- Management that supports your work and progression.
Pay Range
$46,000.00 – $70,000.00 (inclusive of salary and discretionary variable payments).
Location
Royal Bank Plaza, 200 Bay St, Toronto, Canada.
Employment Details
- Type:
Full time. - Platform:
Wealth Management. - Job type:
Regular. - Pay type:
Salaried.
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Title: Private Client Associate
Company: RBC
Location: Toronto, Canada
Category:
