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Royal Bank of Canada

Global banking, wealth management, and insurance

Private Client Associate

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeToronto, ON, CanadaIn-person

About the Job

Requirements

  • A university degree is required.
  • The Canadian Securities Course (CSC) is required.
  • At least 2 years of experience in a similar role in the investment industry is required.
  • Advanced proficiency in Microsoft Office, including Excel, Word, and PowerPoint, is required.
  • The candidate must be able to manage multiple priorities and tight deadlines in a fast-paced environment.

Responsibilities

  • Identify, investigate, and resolve client inquiries and administrative errors.
  • Support the team's administrative activities and responsibilities.
  • Ensure trades are processed accurately and promptly.
  • Manage account opening and documentation, and maintain client cash flows and balances.
  • Maintain records and files, and attend client meetings as required.
  • Assist proactively with client appointments and scheduled meetings or calls.
  • Stay current with RBC policies and procedures.
  • Assist other team members and strengthen cross-business working relationships.

Desired Qualifications

  • Current enrollment in the Chartered Financial Analyst (CFA) program is preferred.

About the Company

Royal Bank of Canada

Global banking, wealth management, and insurance

What does RBC do? It provides a wide range of financial services including personal and commercial banking, wealth management, insurance, investor services, and capital markets to clients in Canada, the United States, and 27 other countries. How do its products work? It earns revenue from loans, mortgages, investment products, and advisory services, and uses technology to deliver a seamless client experience across a diversified set of financial services, with an emphasis on digital tools and customer service. How is RBC different from competitors? It combines scale and global reach with a principles-led culture, a strong focus on community impact, and a large, diverse workforce (94,000+ employees) to drive client outcomes and continuous innovation. What is RBC’s goal? To help clients prosper and communities thrive by delivering reliable financial solutions and services while adapting to changing needs and maintaining leadership in the financial sector.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1864

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