Private Client Associate

RBC • Ottawa, ON

1d • CA$46,000 - CA$70,000 • Onsite

About The Position

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.

Requirements

• 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

Nice To Haves

• 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

Responsibilities

• 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

Benefits

• bonuses
• flexible benefits
• competitive compensation
• commissions
• stock where applicable
• Leaders who support your development through coaching and managing opportunities
• A world-class training program in financial services

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree