Private Client Associate

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.

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 assis...