# Private Client Associate at RBC

RBC is hiring a Private Client Associate. It pays $46k-$70k a year and Level rates it Little AI ●○○○; you can [apply on RBC](https://jobsbylevel.com/go/086e0dbb-290d-4b1a-9a38-a00d22c3cf7e?utm_medium=ai-agent).

AI Level 1, AI centrality 38 out of 100. MISSISSAUGA, Ontario, Canada.

## Details

- Company: [RBC](https://jobsbylevel.com/companies/rbc)
- AI level: AI Level 1 (score 38 out of 100)
- Location: MISSISSAUGA, Ontario, Canada
- Salary: $46k-$70k
- Posted: November 13, 2026
- Apply: https://jobsbylevel.com/go/086e0dbb-290d-4b1a-9a38-a00d22c3cf7e?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=private-client-associate-at-rbc-8ee367

## Description

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. 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, administration, and superior service to RBC PH&N Investment Counsel high-net-worth Clients. In addition, you will help with receptionist duties to ensure clients are greeted and received for appointments. For more information, please visit: RBC Phillips, Hager & North Investment Counsel What will you do? Private Client Associate duties: • 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 meeting /calls • Stay current with all RBC Policies & Procedures • Assist other team members and continue to strengthen cross-business working relationships. Receptionist duties: • Ensure all clients and staff is attended to in a highly professional, efficient and courteous manner. • Become one of the main points of contact for day-to-day technology and premises troubleshooting. • Liaise with appropriate functional departments to minimize client and staff disruption • Help manage incoming communications from clients, Investment Counsellors and other internal and external partners • Contribute to team by assisting with coordinating any staff functions • Complete expense reports for Counsellors and order courier supplies, maintain access card log list for audit purposes, order marketing material for the office • Various other duties and projects as assigned by the Manager, Practice Enablement What do you need to succeed? Must Have: • Minimum of 2 years' experience in a similar role in the Investment Industry • Prior receptionist experience in a professional and high profile office environment • Advanced proficiency in MS Office (Excel, Word, PowerPoint) • Exceptional communication verbal and written communication skills Nice to Have: • CSC (Canadian Securities Course) • University Degree 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. • Gain a breadth of experience and exposure to the global WM platform • Opportunities to take on progressively greater accountabilities • Opportunities to building close relationships with colleagues and clients 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: • Drives RBC’s high-performance culture • Enables collective achievement of our strategic goals • Generates sustainable shareholder returns and above market shareholder value 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: 4 ROBERT SPECK

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/private-client-associate-at-rbc-8ee367

Source: https://jobsbylevel.com/jobs/private-client-associate-at-rbc-8ee367

## Cite this page

Level. https://jobsbylevel.com/jobs/private-client-associate-at-rbc-8ee367.

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