Posted 22 days ago
Private Client Associate
@ RBC Phillips, Hager & North Investment Counsel Inc.
Toronto, Ontario
Overview
RBC PH&N Investment Counsel Inc. is hiring a Private Client Associate in Toronto to support an Investment Counsellor serving high net worth clients. The role covers daily portfolio maintenance, trade processing, account opening and client administration. Full-time salaried, 37.5 hours per week, $46,000 to $70,000 plus discretionary variable pay.
Responsibilities:
- Résoudre les demandes et erreurs administratives des clients
- Traiter les opérations avec exactitude et rapidité
- Gérer l'ouverture de comptes et la documentation
- Tenir les dossiers et assister aux rencontres clients
Requirements summary:
- Diplôme universitaire
- Cours canadien sur les valeurs mobilières (CSC)
- Minimum de 2 ans d'expérience dans l'industrie des placements
- Maîtrise avancée de MS Office
Tools & skills
Source and dates
Employer career site / ATS feed · workday
- Employer posting date
- 2026-10-15
- First seen by our source
- 2026-10-16
- Source record updated
- 2026-11-04
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Business operations |
| Experience | 2+ years |
| Hours per week | 37.5 |
| Schedule | day |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | CSC (Canadian Securities Course) |
| Education | Bachelor’s degree (required) |
| Perks mentioned | Flexible hours, Performance bonus |
Summary and details written by AI from the posting; the employer’s posting is the authority.
RBC Phillips, Hager & North Investment Counsel Inc.
| Field | Value |
|---|---|
| Open jobs on Jobsy | 4 |
Job Description
What is the opportunity?
As part of a dynamic team, you will be responsible for assisting the Investment Counsellor and other members of the team in providing daily portfolio maintenance and administration and superior service to RBC PH&N Investment Counsel high net worth Clients. Please visit: RBC PH&N Investment Counsel Inc. for more information.
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 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.
What do you need to succeed?
Must Have:
- University Degree
- CSC (Canadian Securities Course)
- Minimum of 2 years' experience in a similar role in the Investment Industry
- Advanced proficiency in MS Office ( Excel, Word, Powerpoint)
- Thrive in a fast-paced environment managing multiple priorities and tight deadlines
Nice to Have:
- Current enrollment in CFA (Chartered Financial Analyst)
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
- Challenging work
- Variety of assignments
- Financial strength and a strong brand
- Prestige
- Management that supports your work and progression
Job Skills
Additional Job Details
Address:
ROYAL BANK PLAZA, 200 BAY ST:TORONTOCity:
TorontoCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedPosted Date:
2026-10-16Application Deadline:
2026-11-06Note: 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 - $70,000.00The 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.
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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.
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