Private Client Associate

0000050383 RBC Phillips, Hager & North Investment Counsel Inc. • Toronto, Ontario • Posted July 14, 2026

About the Role

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.

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