Private Client Associate

Job Description

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.

What is the opportunity?As part of a dynamic team at our Kelowna office, you will be responsible for assisting Investment Counsellors and other members of the team in providing daily portfolio maintenance administration and superior service to high net worth clients of RBC Phillips, Hager & North Investment Counsel Inc.

What will you do?

Identify, investigate, and resolve all client inquiries, administrative errors, etc.

Be a key support to the administrative...

Apply for this Position