Private Client Associate
Montreal, QC · On-site
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 ...
Montreal, QC · On-site
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 ...
Montreal, QC · On-site
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 ...
CA$70K - CA$95K/yr
... client management and special projects, while also mentoring less experienced associates. You will have the opportunity to: * Serve as primary, daily contact to clients on delivery of services
CA$70K - CA$95K/yr
... client management and special projects, while also mentoring less experienced associates. You will have the opportunity to: * Serve as primary, daily contact to clients on delivery of services
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth ... If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ...
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth ... If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ...
Montreal, QC · On-site
The Associate Client Executive (ACE) supports the Client Executive in delivering high-quality ... Support the management of mid-size and large accounts (follow-ups, priorities, deliverables ...
Montreal, QC · On-site
The Associate Client Executive (ACE) supports the Client Executive in delivering high-quality ... Support the management of mid-size and large accounts (follow-ups, priorities, deliverables ...
About the role The Client Service Team is the revenue epicentre of our business. As an Associate in ... project management, negotiation, and professional communication, all while expanding your ...
Quick apply
About the role The Client Service Team is the revenue epicentre of our business. As an Associate in ... project management, negotiation, and professional communication, all while expanding your ...
Purpose of the Job The Associate Account Manager is responsible for the day-to-day management of a client's paid search and social initiatives. This includes developing strategy and managing the ...
Purpose of the Job The Associate Account Manager is responsible for the day-to-day management of a client's paid search and social initiatives. This includes developing strategy and managing the ...
Business Associate, Client Engagement will drive the lead qualification engine and work closely ... Work with management to ensure that reach-outs are being tracked accordingly in the CRM; * Manage ...
Business Associate, Client Engagement will drive the lead qualification engine and work closely ... Work with management to ensure that reach-outs are being tracked accordingly in the CRM; * Manage ...
The Opportunity As aDeal Integration and Value Realization Senior Associate,unlock your potential ... Help client management develop and implement a turnaround or transformation program WhatYou'll ...
The Opportunity As aDeal Integration and Value Realization Senior Associate,unlock your potential ... Help client management develop and implement a turnaround or transformation program WhatYou'll ...
Manage cross-functional projects and results, employing project management technology (e.g ... Provide backup support to other Client Service Delivery Associates, ensuring continuity and ...
Manage cross-functional projects and results, employing project management technology (e.g ... Provide backup support to other Client Service Delivery Associates, ensuring continuity and ...
About the role The Client Service Team is the revenue epicentre of our business. As an Associate in ... project management, negotiation, and professional communication, all while expanding your ...
Quick apply
About the role The Client Service Team is the revenue epicentre of our business. As an Associate in ... project management, negotiation, and professional communication, all while expanding your ...
About the role The Client Service Team is the revenue epicentre of our business. As an Associate in ... project management, negotiation, and professional communication, all while expanding your ...
Quick apply
About the role The Client Service Team is the revenue epicentre of our business. As an Associate in ... project management, negotiation, and professional communication, all while expanding your ...
Department Overview TD Private Wealth Management takes a sophisticated and holistic goals discovery ... If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ...
Department Overview TD Private Wealth Management takes a sophisticated and holistic goals discovery ... If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ...
CA$85K - CA$105K/yr
... client management and special projects, while also mentoring less experienced associates. You will have the opportunity to: * Serve as primary, daily contact to clients on delivery of services
CA$85K - CA$105K/yr
... client management and special projects, while also mentoring less experienced associates. You will have the opportunity to: * Serve as primary, daily contact to clients on delivery of services
Pointe-claire, QC · On-site
... as an Associate. By providing ongoing, exceptional service and support to our clients and our ... managing client portfolios and wealth management planning opportunities. What will you do?
Pointe-claire, QC · On-site
... as an Associate. By providing ongoing, exceptional service and support to our clients and our ... managing client portfolios and wealth management planning opportunities. What will you do?
Montreal, QC · On-site
... as an Associate. By providing ongoing, exceptional service and support to our clients and our ... managing client portfolios and wealth management planning opportunities. What will you do?
Montreal, QC · On-site
... as an Associate. By providing ongoing, exceptional service and support to our clients and our ... managing client portfolios and wealth management planning opportunities. What will you do?
Trois-rivieres, QC · On-site
... as an Associate. By providing ongoing, exceptional service and support to our clients and our ... managing client portfolios and wealth management planning opportunities. What will you do?
Trois-rivieres, QC · On-site
... as an Associate. By providing ongoing, exceptional service and support to our clients and our ... managing client portfolios and wealth management planning opportunities. What will you do?
Brossard, QC · On-site
... as an Associate. By providing ongoing, exceptional service and support to our clients and our ... managing client portfolios and wealth management planning opportunities. What will you do?
Brossard, QC · On-site
... as an Associate. By providing ongoing, exceptional service and support to our clients and our ... managing client portfolios and wealth management planning opportunities. What will you do?
We have a long and growing history in wealth management leadership and are poised for even greater ... The Financial Planning Client Service Associate provides a high level of dedicated sales and ...
We have a long and growing history in wealth management leadership and are poised for even greater ... The Financial Planning Client Service Associate provides a high level of dedicated sales and ...
Montreal, QC · Hybrid
CA$58K - CA$97K/yr
... Senior Associate & Summary At PwC, our people in deals focus on providing strategic advice and ... Client Management, Communication, Conducting Research, Corporate Development, Corporate Finance ...
Montreal, QC · Hybrid
CA$58K - CA$97K/yr
... Senior Associate & Summary At PwC, our people in deals focus on providing strategic advice and ... Client Management, Communication, Conducting Research, Corporate Development, Corporate Finance ...
... client management,searchstrategy development, position specification development, candidate ... Work closely with the Principal/Associate and set clear expectations so they can identify and ...
... client management,searchstrategy development, position specification development, candidate ... Work closely with the Principal/Associate and set clear expectations so they can identify and ...
$10.58 - $13.94
7% of jobs
$15.70 is the 25th percentile. Wages below this are outliers.
$13.94 - $17.31
34% of jobs
The median wage is $18.99 / hr.
$17.31 - $20.67
18% of jobs
$20.67 - $24.04
14% of jobs
$24.80 is the 75th percentile. Wages above this are outliers.
$24.04 - $27.40
11% of jobs
$27.40 - $30.77
8% of jobs
$30.77 - $34.13
2% of jobs
$34.13 - $37.50
3% of jobs
$37.50 - $40.87
1% of jobs
$40.87 - $44.23
1% of jobs
$44.23 - $47.60
1% of jobs
$10
$22
$47

Montreal, QC • On-site
Full-time
Posted 12 days ago
Assist an Investment Counsellor and team members in providing daily portfolio maintenance administration and client service.
Respond to client inquiries, process trades accurately and timely, and manage account opening, documentation, and client cash flows.
Maintain records, attend client meetings, and support scheduling and client management activities.
Job Description
What is the opportunity?
As part of a dynamic team, you will be responsible for assisting an Investment Counsellor 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?
Respond to client inquiries and ensure any issue is resolved to the satisfaction of the client
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
Assist other team members and continue to strengthen cross-business working relationships
What do you need to succeed?
Must-have
Diploma of College Studies (DCS) or bachelor's degree
Advanced proficiency in Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
Proven client service skills
Meticulous attention to detail and excellent time management skills
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
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
A world-class training program in financial services
Job Skills
Additional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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.
Employment Type: FULL_TIMESourced by ZipRecruiter
Banking and credit intermediation
10,000+ Employees
Toronto, Ontario, CA