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 all client inquiries
• 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

• University degree
• Minimum of 2 years of experience in a similar role within the financial industry
• Advanced proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)
• Excellent communication skills in both English and French

Nice-to-have

• Completion of the Canadian Securities Course (CSC)

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
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Opportunities to building close relationships with clients
• Access to a variety of job opportunities across business and geographies

RBCPHNIC

RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.

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JOB SUMMARY
City:  Montreal et Quebec 
Address:  Montreal et Quebec 
Work Hours/Week:  37.5 
Work Environment:  Office 
Employment Type:  Permanent 
Career Level:  Experienced Hire/Professional 
Pay Type:  Salary + Variable Bonus 
Required Travel (%):  0 
Exempt/Non-Exempt:  N/A 
People Manager:  No 
Application Deadline:  08/31/2022 
Platform:  Wealth Management 
Req ID:  423056