Job Title

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 top 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: 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 Handle multiple priorities and staying highly organized Strong written and verbal communication in English Niceto Have CSC University Degree Background in Private Banking, Wealth Management, or Financial Planning as an Associate strongly preferred 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. Gain a breadth of experience and exposure to the global WM platform Opportunities to take on progressively greater accountabilities Prestige Opportunities to building close relationships with colleagues and clients Job Skills Additional Job Details Address: 333 7 AVE SW:CALGARY City: Calgary Country: Canada Work hours/week: Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: Application Deadline: Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above I nclusion 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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. 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 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.