Private Client Associate

Job Description What is the opportunity? As part of a dynamic team, you will be responsible for assisting an Investment Counsellor 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? Respond to client inquiries and ensure any issue is resolved to the satisfaction of the client 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 Assist other team members and continue to strengthen cross-business working relationships What do you need to succeed? Must-have Diploma of College Studies (DCS) or bachelor’s degree Canadian Securities Course (CSC) Advanced proficiency in Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook) English required to serve our clients in the community with English-speaking needs Proven client service skills Meticulous attention to detail and excellent time management skills 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. A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable Leaders who support your development through coaching and managing opportunities Ability to make a difference and lasting impact Work in a dynamic, collaborative, progressive, and high-performing team A world-class training program in financial services 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: 50 O'CONNOR ST:OTTAWA City: Ottawa Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-08-06 Application Deadline: 2026-08-21 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs. Pay Range The expected pay range for this position is: $46,000.00 - $70,000.00 The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable. You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals. Our Employment Opportunities At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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. Join our Talent Community 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.

You will assist an Investment Counsellor with daily portfolio maintenance, administration, and high-quality service for high net worth clients. Responsibilities include processing trades, managing account documentation, and coordinating client meetings.

Candidates must hold a Diploma of College Studies or a bachelor's degree and possess the Canadian Securities Course (CSC) certification. Proficiency in Microsoft 365 and strong client service skills are required for this role.

• Total Rewards Program • Bonuses • Flexible benefits • Competitive compensation • Commissions • Stock options

• Time managementPreferred
• Customer servicePreferred
• Problem solvingPreferred
• CommunicationPreferred

Identified from the job description. Confirm important requirements above.

• Customer service
• Portfolio maintenance
• Administrative support
• Trade processing
• Account management
• Documentation
• Client management
• Microsoft 365
• Time management
• Communication
• Problem solving
• Sales support
• Relationship management
• Financial services
• Workplace Inclusivity
• Relationship Management
• Customer Service Management
• Follow Through
• Microsoft Excel
• Management
• Customer Service
• English Language
• Sales
• Financial Services
• Cash Flows
• Innovation
• Problem Solving
• Microsoft Outlook
• Microsoft PowerPoint
• Wealth Management
• Coaching
• Time Management
• Verbal Communication Skills
• Securities (Finance)
• Detail Oriented

• Finance & Accounting
• Customer Service & Support
• Administrative
• Management & Leadership
• Private Client Associate
• Customer Service Representative (General)
• Inquiry Clerks
• Customer Service Representatives

Minimum education

Bachelor’s degree

Minimum experience

0+ years

Apply by

Sep 30, 2026

Posting language

English

Working hours

38 hours per week