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Private Client Associate role in Kelowna supporting high-net-worth clients at RBC PH&N IC.
Dynamic team member handling portfolio administration, trades, client services, and account opening.
Job Description
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.
What is the opportunity?
As part of a dynamic team at our Kelowna office, you will be responsible for assisting Investment Counsellors 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?
- 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
- University Degree
- CSC or willing to complete within 6 months
- 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
- Strong attention to detail
- Positive work ethic
Nice-to-have
- Interested in pursuing the CFP or CFA
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.
- Challenging work
- Variety of assignments
- Financial strength and a strong brand
- Prestige
- Management that supports your work and progression
The expected salary range for the above position is $41,000 - 60,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.
This position may be eligible to receive a discretionary/variable incentive payment.
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
Actividades de venta, Atención al cliente, Comunicaciones orales, Conocimiento del cliente, Gestión de atención al cliente, Gestión de relaciones interpersonales, Identificación oportunidades de venta, Perseverance and Follow-Through, Resolución de problemas en grupo, Servicios de producto
Additional Job Details
Address:
1631 DICKSON AVE:KELOWNA
City:
Kelowna
Country:
Canadá
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-05-04
Application Deadline:
2026-07-28
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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Application Closing
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.