Ville : Oakville

Catégorie : Customer Service | Client Advice | Sales

Industrie : Financial/Banking

Employeur : RBC

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. For more information, please visit: http://www.rbcphnic.com

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

• 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

• CSC 

• University Degree

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.

• 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

• Flexible work/life balance options

• Opportunities to do challenging work

• Opportunities to take on progressively greater accountabilities          

• Access to a variety of job opportunities across business and geographies

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

279 LAKESHORE RD E:OAKVILLEOAKVILLECanada37.5Full timeWEALTH MANAGEMENTRegularSalaried2025-07-072025-07-22

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.