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Join RBC PH&N IC in Vancouver as a Private Client Associate / Receptionist—support investment professionals and manage client communications.
Seek a mid-level role with competitive salary, benefits, and opportunities to grow in a dynamic wealth‑management team.
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.
What will you do?
Private Client Associate duties:
- 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.
Receptionist duties:
- Ensure all clients and staff is attended to in a highly professional, efficient and courteous manner.
- Become one of the main points of contact for day‑to‑day technology and premises troubleshooting.
- Liaise with appropriate functional departments to minimize client and staff disruption
- Help manage incoming communications from clients, Investment Counsellors and other internal and external partners
- Contribute to team by assisting with coordinating any staff functions
- Complete expense reports for Counsellors and order courier supplies, maintain access card log list for audit purposes, order marketing material for the office
- Various other duties and projects as assigned by the Manager, Practice Enablement
What do you need to succeed?
Must Have
- Minimum of 2 years' experience in a similar role in the Investment Industry
- Prior receptionist experience in a professional and high profile office environment
- Advanced proficiency in MS Office ( Excel, Word, PowerPoint)
- Be able to work under high pressure
- Exceptional communication verbal and written communication skills
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.
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
The expected salary range for the above position is $46,000 - 65,000 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: VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER
- City: Vancouver
- Country: Canadá
- Work hours/week: 37.5
- Employment Type: Full time
- Platform: WEALTH MANAGEMENT
- Job Type: Regular
- Pay Type: Salaried
- Posted Date: 2026-06-08
- 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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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well‑being of our clients and communities at jobs.rbc.com .
RBC is presently inviting candidates to apply
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.