Location
montreal (administrative region)
Job Type
Full-time
Posted
July 13, 2026
Job Description
Become a Private Client Associate with RBC Phillips, Hager & North in Montreal. This role involves providing superior client service to high-net-worth clients through effective communication and administration.
In this full-time position, you will support an Investment Counsellor by promptly responding to inquiries and managing portfolio administration. The ideal candidate will possess advanced skills in Microsoft 365 and be bilingual in English and French to serve diverse client needs across Canada.
Key Responsibilities:
• Resolve client inquiries and ensure satisfaction
• Provide essential support for administrative tasks
• Process trades promptly and accurately
• Manage account documentation and client cash flows
• Attend client meetings and maintain comprehensive records
Requirements:
• Bachelor’s degree or College Studies required
• Proficiency in Microsoft 365 applications
• Bilingual in English and French
• Proven experience in client service<...
In this full-time position, you will support an Investment Counsellor by promptly responding to inquiries and managing portfolio administration. The ideal candidate will possess advanced skills in Microsoft 365 and be bilingual in English and French to serve diverse client needs across Canada.
Key Responsibilities:
• Resolve client inquiries and ensure satisfaction
• Provide essential support for administrative tasks
• Process trades promptly and accurately
• Manage account documentation and client cash flows
• Attend client meetings and maintain comprehensive records
Requirements:
• Bachelor’s degree or College Studies required
• Proficiency in Microsoft 365 applications
• Bilingual in English and French
• Proven experience in client service<...