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Private Client Associate Jobs in Ontario (NOW HIRING)

Royal Bank of Canada

Private Client Associate

Ottawa, ON · On-site

CA$46K - CA$70K/yr

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 ...

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 · On-site

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 · On-site

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

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

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 Banking Client Service Associate

Windsor, ON · On-site

CA$52K - CA$74K/yr

As part of the team, the Private Banking Client Service Associate will provide administrative support to the Senior Private Banker (SPB) in their achievement of business results,profitabilityand ...

Td

Private Banking Client Service Associate

Ottawa, ON · On-site

CA$52K - CA$74K/yr

As part of the team, the Private Banking Client Service Associate will provide administrative support to the Senior Private Banker (SPB) in their achievement of business results,profitabilityand ...

Bank of Scotland

  • Retirement

International Private Banking Relationship Associate SALARY: 33,203 LOCATION(S): Isle of Man HOURS ... Client Relationship Support: * Carry out daily procedural tasks such as managing deposits to ...

Lloyds Banking Group

  • Retirement

International Private Banking Relationship Associate SALARY: 33,203 LOCATION(S): Isle of Man HOURS ... Client Relationship Support: * Carry out daily procedural tasks such as managing deposits to ...

MBNA

  • Retirement

International Private Banking Relationship Associate SALARY: 33,203 LOCATION(S): Isle of Man HOURS ... Client Relationship Support: * Carry out daily procedural tasks such as managing deposits to ...

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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 Aug 19, 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 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 skills and qualifications are needed to thrive as a private client associate?

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.

How does a private client associate 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.

How much does a private client associate make?

A private client associate typically earns between $50,000 and $85,000 annually, depending on experience, location, and the firm. Entry-level positions may start lower, while experienced associates or those in major financial hubs can earn higher salaries, often supplemented with bonuses and benefits.

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 August 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

Royal Bank of Canada

London, ON • On-site

Full-time

Posted 8 days ago

Job description

Job Description

What is the opportunity?

RBC PH&N Investment Counsel is one of Canada's leading investment counselling boutiques that offers the next level of investment management designed to free clients from the day-to-day details of managing their wealth. Our accredited Investment Counsellors work with clients to build personalized strategies, combining our disciplined investment approach with the full breadth of our wealth management capabilities, to help their wealth last for their lifetime and beyond.

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.

As a Private Client Associate you will be a critical member of a high-performing investment counselling team dedicated to delivering exceptions client servicing, discretionary investment management and wealth services to high-net-worth individuals and families. You will work alongside Investment Counsellors to provide operations and relationship support, ensuring seamless and personalized client experiences.

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

  • Minimum 2 years experience in a similar role in the investment industry

  • College diploma or bachelor's degree

  • Advanced proficiency in Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)

  • Proven client service skills

  • Meticulous attention to detail and excellent time management skills

Nice to Have

  • CSC, CIM, and\or CFP Designations

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

Asset and Liability Management (ALM), Cash Management, Client Counseling, Competitive Markets, Financial Statement Analysis, Investment Management, Investment Risk, Market Risk, New Challenges, Results-Oriented

Additional Job Details

Address:

148 FULLARTON ST:LONDON

City:

London

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-08-10

Application Deadline:

2026-08-25

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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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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