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Private Client Associate Jobs in Ontario (NOW HIRING)

Royal Bank of Canada

Private Client Associate

Toronto, ON

CA$46K - CA$70K/yr

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 ...

Royal Bank of Canada

Private Client Associate

Toronto, ON · On-site

CA$46K - CA$70K/yr

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 ...

HUB

Account Executive, Private Client Group

Toronto, ON

CA$80K - CA$100K/yr

Partner with a dedicated Account Associate and Assistant to retain and expand a portfolio of HNW ... High Net Worth/Private Client Group/VIP experience is a strong asset * Skilled in EPIC or similar ...

HUB

Account Executive, Private Client Group

Toronto, ON

CA$80K - CA$100K/yr

Partner with a dedicated Account Associate and Assistant to retain and expand a portfolio of HNW ... High Net Worth/Private Client Group/VIP experience is a strong asset * Skilled in EPIC or similar ...

RSM

Tax Manager - Private Company

Toronto, ON · On-site

CA$83K - CA$133K/yr

RSM's Private Client Services practice is looking for a dynamic Tax Manager to join our team. At ... The salary range (or starting rate for interns and associates) for this role represents numerous ...

RSM

Tax Senior Manager - Private Company

Toronto, ON · On-site

CA$107K - CA$182K/yr

At RSM, our Private Client Services practice is rooted in strong relationships based on a deep ... The salary range (or starting rate for interns and associates) for this role represents numerous ...

Td

Private Trust Client Service Associate

Kitchener, ON

CA$52K - CA$74K/yr

As Private Trust Client Service Associate , you will provide consistent administrative, analytical and service support to our Trust Officers and Private Trust Managers. Just as importantly, you will ...

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All JobsPrivate Client Associate JobsPrivate Client Associate Jobs in Ontario

Private Client Associate information

See Ontario salary details

$29K

$52.1K

$95K

How much do private client associate jobs pay per year?

As of Jul 27, 2026, the average yearly pay for private client associate in Ontario is $52,090.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,000.00 and $66,000.00 per year, depending on experience, location, and employer.

What is the role of a client associate?

A private client associate supports financial advisors by managing client accounts, preparing documentation, and assisting with client communications. They often handle administrative tasks, ensure compliance, and use financial software to maintain client records, requiring strong organizational and communication skills.

How much do private client investment associates make?

Private Client Associates typically earn between $60,000 and $120,000 annually, depending on experience, location, and firm size. Compensation may also include bonuses and benefits, especially in financial services environments that value client management and investment knowledge.

What is a CSA at Morgan Stanley's salary?

A Client Service Associate (CSA) at Morgan Stanley typically earns a base salary ranging from $50,000 to $70,000 annually, depending on experience and location. Additional compensation may include bonuses and benefits, with opportunities for advancement in client service and financial knowledge.

How does a Private Client Associate typically collaborate with financial advisors and other team members to serve clients?

Private Client Associates work closely with financial advisors, portfolio managers, and client service teams to ensure a seamless client experience. They often act as a primary point of contact for high-net-worth clients, handling account administration, preparing meeting materials, and responding to client inquiries. Collaboration is key, as they coordinate with other specialists to address complex client needs, such as investment planning or trust services. This team-oriented environment fosters professional development and provides exposure to multiple aspects of wealth management.

What is a Private Client Associate?

A Private Client Associate is a financial professional who works closely with high-net-worth individuals or families to manage their investment portfolios, provide personalized financial advice, and support their overall wealth management needs. They typically assist private client advisors or relationship managers by preparing client presentations, conducting research, and handling account administration. The role requires strong communication, organizational, and analytical skills, as well as a solid understanding of financial markets and products. Private Client Associates play a key role in ensuring clients receive tailored services and a high level of attention.

What are the key skills and qualifications needed to thrive as a Private Client Associate, and why are they important?

To thrive as a Private Client Associate, you need a solid background in finance, investment principles, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and relevant certifications such as FINRA Series 7 or 66 is highly valuable. Exceptional interpersonal skills, discretion, and attention to detail help build trust and deliver personalized service to high-net-worth clients. These competencies are crucial for maintaining client satisfaction, ensuring compliance, and supporting the firm's reputation and growth.

What does a private client associate do?

A private client associate supports wealth management teams by managing client accounts, preparing financial documents, and assisting with investment transactions. They often communicate with clients, coordinate with advisors, and use financial software to ensure smooth service delivery.
What are popular job titles related to Private Client Associate jobs in Ontario? For Private Client Associate jobs in Ontario, the most frequently searched job titles are:
What job categories do people searching Private Client Associate jobs in Ontario look for? The top searched job categories for Private Client Associate jobs in Ontario are:
What cities in Ontario are hiring for Private Client Associate jobs? Cities in Ontario with the most Private Client Associate job openings:
Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Ontario as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $52,090 per year, or $25 per hour.
Private Client Associate

Private Client Associate

Royal Bank of Canada

Toronto, ON

CA$46K - CA$70K/yr

Full-time

Posted 8 days ago

Job description

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. Please visit:http://www.rbcphnic.com/for more information.

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

  • CSC

  • Minimum of 2 years' experience in a similar role in the Investment Industry

  • Advanced proficiency in MS Office ( Excel, Word, Powerpoint)

  • Be able to work under high pressure

Nice to Have

  • Current enrollment in CFA

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

  • Challenging work

  • Variety of assignments

  • Financial strength and a strong brand

  • Prestige

  • Management that supports your work and progression

Job Skills

Additional Job Details

Address:

ROYAL BANK PLAZA, 200 BAY ST:TORONTO

City:

Toronto

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-07-15

Application Deadline:

2026-07-29

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

$46,000.00 - $70,000.00

The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.

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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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

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_TIME

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