RBC

Private Client Associate


This job is now closed

PayCompetitive
LocationVancouver/British Columbia
Employment typeFull-Time
  • Job Description

      Req#: R-0000158902

      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 a Private Client Associate, you will be responsible for assisting Investment Counsellors and other members of the team in providing daily portfolio maintenance administration and superior service to high net worth clients of RBC Phillips, Hager & North Investment Counsel Inc.

      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 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 & Procedures
      • Assist other team members and continue to strengthen cross-business working relationships.

      What do you need to succeed?

      Must-have

      • University Degree
      • CSC / CPH
      • Minimum of 2 years' experience in a similar role in the Investment Industry
      • Advanced proficiency in MS Office ( Excel, Word, PowerPoint)
      • Be able to work under high pressure

      Nice-to-have

      • Current enrollment in CFA

      What'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 work
      • Variety of assignments
      • Financial strength and a strong brand
      • Prestige
      • Management that supports your work and progression

      The expected salary range for the above position is $41,000 - 60,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.

      RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

      • Drives RBC’s high-performance culture
      • Enables collective achievement of our strategic goals
      • Generates sustainable shareholder returns and above market shareholder value

      Job Skills

      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

      Additional Job Details

      Address:

      VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER

      City:

      Vancouver

      Country:

      Canada

      Work hours/week:

      37.5

      Employment Type:

      Full time

      Platform:

      WEALTH MANAGEMENT

      Job Type:

      Regular

      Pay Type:

      Salaried

      Posted Date:

      2026-02-06

      Application Deadline:

      2026-02-23

      Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

      Inclusion and Equal Opportunity Employment

      At 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.

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      Stay 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.

      RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

  • About the company

      Royal Bank of Canada (RBC), is a diversified financial services company. The Company provides personal and commercial banking, wealth management services, insurance, investor services and capital markets products and services on a global basis. The Com...

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