- Identify, investigate, and resolve all client inquiries, administrative errors, etc. in a timely and efficient manner
- Be a key support to the administrative activities and responsibilities of the team in their day-to-day activities
- Ensure trades are processed accurately, on a timely basis, and without error
- Manage all aspects of account opening and documentation
- Maintain client cash flows, regulatory filings, fee collection, and balances
- Accurately 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.
- Be able to work under high pressure and handle multiple changing priorities
- 1 - 3 years of admin/support experience preferably in Wealth Management
- Canadian Banking product knowledge
- Strong communication skills both verbal and written
- Advanced proficiency in MS Office (Excel, Word, PowerPoint)
- University Degree
- Experience in a similar role in the Investment Industry
- CSC, CIM, and/or CFP Designations
- A comprehensive Total Rewards Program which include competitive compensation and flexible benefits
- 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
- Opportunities to do challenging work
- Opportunities to building close relationships with clients
- Drives RBC's high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value
-
Client Experience Associate
6 days ago
AnywhereWorks Edmonton, Canada**Position Only Available to applicants living within 1 hour of Edmonton, Alberta.** · We are bringing work-from-home opportunities to Canada Join our rapidly growing team as our new inbound Client Experience Associate We have been working to change how the world works for over 2 ...
-
Client Service Associate, Commercial Banking
4 days ago
Scotiabank Edmonton, CanadaRequisition ID: 165881 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **Job Purpose**: · In this role you will contributes to the overall success of the Commercial Bank in Canada, ensuring specific individual goals, plan ...
-
Private Trust Client Service Associate
15 hours ago
TD Bank Edmonton, Canada**Private Trust Client Service Associate**: · BR · **Job Category - Primary** · - Wealth Management · **Work Location** · Avenue Northwest · **Employment Type** · - Regular · **City** · - Edmonton · **Time Type** · - Full Time · **Province/State** · - Alberta · **Hours** · - 37.5 ...
-
Client Service Associate
3 days ago
Raymond James Financial Edmonton, AB, CanadaJob Description - Client Service Associate · Client Service Associate · At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together . · Raymond James Ltd. is Canada's leading independent investment dealers offering high quality inves ...
-
Associate Client Services Consultant
1 week ago
DGA Careers Edmonton, AB, CanadaBusiness Service Associate IW-8088 · Business Service Associate - 8088 · Our client is looking for an individual who is interested in getting their start in an Insurance Career as a Business Service Associate. This role reports to the VP Operations/Director of Service or Delegate ...
-
Private Client Services Associate
2 days ago
CC&L Private Capital Edmonton, CanadaWhat You Bring 2 to 3 years of related or transferable work experience · Undergraduate degree, preferably in a related field and/or relevant work experience in a similar role · Excellent written and verbal communication skills · Exceptional attention to detail · Experienced work ...
-
Customer Experience Associate
3 days ago
CBI Health Edmonton, Canada**Customer Experience Associate (Clinic Experience Associate) - Edmonton NW** · **About Rehabilitation Services** · CBI Health's Rehabilitation Services supports both the physical and mental health and well-being of Canadians from coast to coast. We provide rehabilitation service ...
-
Customer Experience Associate
1 week ago
CBI Health Edmonton, Canada**Customer Experience Associate (Clinic Experience Associate) - Edmonton - South West, AB** · **About Rehabilitation Services** · CBI Health's Rehabilitation Services supports both the physical and mental health and well-being of Canadians from coast to coast. We provide rehabili ...
-
Advisor Internship Program
1 week ago
Raymond James Financial, Inc. Edmonton, Canada InternshipSHIP**Advisor Internship Program (AIP) (Calgary/Edmonton/Saskatoon)** · - At Raymond James,_ _**_we_**_ _**_develop,_ _**_we_**_ _**_collaborate,_ _**_we_**_ _**_decide,_ _**_we_**_ _**_deliver, and_ _**_we_**_ _**_improve together_. · Raymond James Ltd. is Canada's leading independe ...
-
Eyesafe Program Representative
4 days ago
Alberta Association of Optometrists Edmonton, Canada_**Are you a motivated and sales-driven individual with a passion for generating and successfully converting sales leads into new accounts? If so, this position may be perfect for you**_ · The Alberta Association of Optometrists provides services to member Optometrists throughout ...
-
Payroll Specialist
3 days ago
ADP Edmonton, Canada**ADP is the leader in Human Capital Management. We support over 860,000 clients in 140+ countries. Did you know we have the number one rated and used HCM mobile app? Join our family of 58,000 associates to grow your career, leverage our technology, and put your expertise to work ...
-
ATB Financial Edmonton, CanadaOUR BOTTOM LINE IS DIFFERENT. · **There's something special about working at ATB, **and it's been recognized on every top employer list that matters. Maybe it's our exceptional culture where your total wellness is supported through market-leading benefits and you're free to bring ...
-
Audit Associate
1 week ago
RSM US LLP Edmonton, Canada**To be considered for this opportunity you must attach your resume along with unofficial transcripts as a single PDF** · At RSM, Audit Associates work with large and small companies in various industries. They develop strong working relationships with clients built on understand ...
-
Structural Associate
1 week ago
Entuitive Edmonton, Canada**What is the Opportunity?** · Associates fulfil key leadership roles at Entuitive. All Associates are team players who internally and externally socialize what it means to be Entuitive and who positively contribute to the betterment of this firm. The degree to which an individua ...
-
Wealth Advisor
15 hours ago
TD Bank Edmonton, Canada411623BR · Wealth Management · Edmonton, AB · June 12, 2023 · Company Overview · Department Overview · TD is a great organization powered by great people who want to make a difference every day. Our over 85,000 employees world-wide are a big part of what makes TD stand out from a ...
-
Structural Associate
1 day ago
Entuitive Edmonton, Canada**What is the Opportunity?** · Associates fulfil key leadership roles at Entuitive. All Associates are team players who internally and externally socialize what it means to be Entuitive and who positively contribute to the betterment of this firm. The degree to which an individua ...
-
Assurance Manager
5 days ago
RSM US LLP Edmonton, CanadaRSM is looking for a dynamic Manager to join our Assurance team. You will have the opportunity to work as a team member on diverse client engagements. Our clients include local, national and internationally recognized companies. RSM's assurance professionals helping companies imp ...
-
Wealth Advisor
15 hours ago
TD Bank Edmonton, Canada**TD Description** · Stay current and competitive. Carve out a career for yourself. Grow with us. · **Department Overview** · - TD is a great organization powered by great people who want to make a difference every day. Our over 85,000 employees world-wide are a big part of what ...
-
Parking Advisor
3 days ago
Government of Alberta Edmonton, Canada**Job Information** · Job Requisition ID: 57091 · Ministry: Infrastructure · Location: Edmonton · Full or Part-Time: Full Time · Hours of Work: 36.25 hours per week · Permanent/Temporary: Ongoing · Scope: Open Competition · Closing Date: April 26, 2024 · Classification: Subsidiar ...
-
Student-at-law (2024-25)
6 days ago
Litco Law Edmonton, Canada**Who We Are** · At Litco Law, we are anything but your typical law firm. Having been named one of Canada's Most Admired Corporate Cultures, we are proud to have a workplace culture like no other in the legal industry. Our code of caring is reflected in everything we do, and our ...
Private Client Associate - Edmonton, Canada - RBC - Royal Bank
Description
Job Summary
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.
Our Edmonton branch is currently looking for a Private Client Associate to join their team. As a key member of a high performing team, you will be responsible for assisting the Investment Counsellor and other members of the team in providing daily meticulous administration and superior service to PH&N Investment Counsel high net worth Clients and respective Partners.
What will you do?
What do you need to succeed?
Must-have
Nice-to-have
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.
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:
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 ActivitiesAdditional Job Details
Address:
AVE NW:EDMONTONCity:
EDMONTONCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
Wealth ManagementJob Type:
RegularPay Type:
SalariedPosted 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.
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