RBC Private Client Associate Full Time in Québec City, QC


Branch Québec City QC CA

Private Client Associate
Québec City, QC

We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in…

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 Wealth Management – PH&N Investment Counsel High Net Worth Clients.

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
Successful completion of CSC/CPH
Minimum of 2 years’ experience in a similar role in the Investment Industry
Advanced proficiency in MS Office ( Excel, Word, PowerPoint)
Excellent communication skills in both English & French.

Nice to have
CFA Candidate

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.
Challenging work
Variety of assignments
Financial strength and a strong brand
Management that supports your work and progression

About RBC
Royal Bank of Canada is Canada’s largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America’s leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit rbc.com .

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Inclusion and Equal Opportunity Employment
RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.

City: Quebec
Address: 2828 boul. Laurier – 6 étage
Work Hours/Week: 37.5
Work Environment: Office
Employment Type: Permanent
Career Level: Experienced Hire/Professional
Pay Type: Salaried
Required Travel (%): 0-25
Exempt/Non-Exempt: N/A
People Manager: No
Application Deadline: 2018-04-17
Req ID: 161168
Posting Notes: [[mfield1]]

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Employment Type: Full Time
Location: Québec City, QC, CA
Posted on: 2018-04-04
Posted by: