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    Private Client Associate - Ottawa, Canada - RBC - Royal Bank

    RBC - Royal Bank
    RBC - Royal Bank Ottawa, Canada

    3 weeks ago

    RBC - Royal Bank background
    Full time
    Description

    Job Summary

    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

    • Minimum 2 years experience in a similar role in the investment industry
    • College diploma or bachelor's degree
    • Advanced proficiency in Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
    • Proven client service skills
    • Meticulous attention to detail and excellent time management skills

    Nice to Have

    • CSC, CIM, and\or CFP Designations

    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:

    Application Deadline:

    Inclusion and Equal Opportunity Employment

    At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
    ​​​​​​​
    We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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    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

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