Private Client Associate

Job Description

What is the opportunity?

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.

PH&N Winnipeg office is currently looking for a Private Client Associate to join their team. As a key member of a high performing team, you will be responsible for assisting the Investment Counsellor and other members of the team in providing daily meticulous administration and superior service to PH&N Investment Counsel high net worth Clients and respective Partners.

What will you do?

• Identify, investigate, and resolve all client inquiries, administrative errors, etc. in a timely and efficient manner
• Be a key support to the administrative activities and responsibilities of the team in their day-to-day activities
• Ensure trades are processed accurately, on a timely basis, and without error
• Manage all aspects of account opening and documentation
• Maintain client cash flows, regulatory filings, fee collection, and balances
• Accurately 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

• Be able to work under high pressure and handle multiple changing priorities
• 1 – 3 years of admin/support experience preferably in Wealth Management
• Canadian Banking product knowledge
• Strong communication skills both verbal and written
• Advanced proficiency in MS Office (Excel, Word, PowerPoint)

Nice-to-have

• University Degree
• Experience in a similar role in the Investment Industry
• 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 which include competitive compensation and flexible benefits
• 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
• Opportunities to do challenging work
• Opportunities to building close relationships with clients

RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC's high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Job Skills

Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities

Additional Job Details

Address:

220 PORTAGE AVE:WINNIPEG

City:

Winnipeg

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-01-19

Application Deadline:

2026-02-09

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

Inclusion and Equal Opportunity Employment

At 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.