Job Description
What is the opportunity?As an Associate, you provide direct client and sales support to the Financial Planners to enable them to focus on planning and advice activities for clients. You contribute to a differentiated client experience by providing value added support and problem resolution. In this role, you collaborate with partners across the organization to identify and meet client needs and goals, strengthening client relationships and making it easier for them to do business with RBC. As a member of the Financial Planning Team, you provide leadership around the development of the Associates and bring innovative ideas to increase efficiency.What will you do?Enable Financial Planners by assisting with preparations for client meetings, and supporting the fulfilment of credit, investments, and everyday banking solutions
Provide consistent support to client requests, act as a point of contact for client problems, and ensure accuracy of documentation with follow-ups, as required
Leverage routines to ensure efficient and effective completion of client tasks, identifying areas for improvement to realize efficiencies
Maximize opportunities to effectively identify client needs, make referrals, expand profitable client relationships, and track and review progress against the teams’ annual plan
Exercise due diligence in following all policies and procedures, and identity/correct areas of operational risk
Support Financial Planners with administrative activities, applying a continuous improvement approach to achieving a superior client experience
Mutual Funds accreditation (e.g., Investment Funds in Canada, or the Canadian Securities Course)
Previous experience in personal lending, investments and general banking with clients directly
Demonstrated success working in a fast paced environment with the ability to manage competing priorities, as well as multi-tasking and problem-solving skills
IT literacy including the Microsoft Office suite of products, and digital knowledge
Excellent communication skills including the ability interact with partners effectively in person, via email and on the phone
Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
Ability to work both independently and in a team environment, demonstrating strong collaboration skills
Experience using Linx, Casper, Sales Platform, RBC Investment System, CART and IRIS
Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.
Track record in building rapport and maintaining client relationships within the financial industry
A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
Continued opportunities for career advancement
Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools, coaching, and development opportunities
Opportunity to achieve great success and grow your career with RBC
Address:
1 PLACE VILLE MARIE:MONTRÉALCity:
MontréalCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
PERSONAL & COMMERCIAL BANKINGJob Type:
RegularPay Type:
SalariedPosted Date:
2026-06-25Application Deadline:
2026-12-31Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveOur Employment OpportunitiesAt 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.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 jobs.rbc.com.
Associate • MONTRÉAL, Quebec, Canada
As one of Canada’s leading commercial real estate services firms, we are committed to accelerating success for our people, clients, and communities.Join us and become part of one of the fastest‑gro... Show more
Innocap is the leading Dedicated Managed Account Platform (DMAP) globally, providing institutional allocators with a superior way to structure, access, and oversee their alternative investments.Wit... Show more
Join Scotia Wealth Management as a Trust Associate located in Montreal, Quebec.This role emphasizes delivering an exceptional client experience while supporting Trust Officers in administrative tas... Show more
Candidate will be responsible for onboarding new business.This includes new clients and organic growth.Candidate will gather legal documentation and follow key controls to ensure onboarding is exec... Show more
EQ3 was born in opposition to trends, vowing instead to focus on timeless designs.We make furniture not fast, but to last.Our greatest hope is to have our pieces passed down like heirlooms.We pride... Show more
Impact digital brand ecosystems as a Portfolio Associate at Valnet in Montreal, focusing on P&L management and strategic revenue initiatives.This on-site role promises high ownership.Valnet is seek... Show more
Join PLATFORM as a Health & Benefits Actuarial Associate to support our employee benefits consulting efforts with your analytical expertise.Work collaboratively to ensure accurate pricing and evalu... Show more
We’re one of Canada’s largest pension investors, with CAD$299.We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Res... Show more
We’re excited you are checking out this job offer.How do we achieve our mission? Fever has developed a proprietary technology that inspires a global community of over 125M people through personaliz... Show more
An international carry essentials brand is seeking a Store Associate in Montreal, QC.The role involves delivering customer service, providing product education, and performing technical services su... Show more
We are seeking a talented individual to join our Wealth team at Mercer.This role will be based in Toronto or Montreal and is a hybrid role requiring at least three days a week in the office.Maintai... Show more
We’re one of Canada’s largest pension investors, with CAD$299.We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Res... Show more
Innovobot is an investment platform that creates value through innovation.Our vision is to foster innovation across industries for the benefit of society.Innovobot helps companies mitigate risk and... Show more
Drive sleep wellness as a dynamic Sales Associate.Engage customers with a passion for sleep, promote products, and ensure a perfect store appearance while part of a motivated team.This position foc... Show more
A career as an Associate in the Exclusive Remote Advisory Service team at National Bank means supporting our clients in achieving their life goals.In this role, you help National Bank Financial, We... Show more
Under the supervision of the Senior Investment Counsellor, the Associate is primarily responsible for providing a very high quality, personalized service to our private wealth clients and supportin... Show more
A financial services firm based in Montreal is seeking a detail-oriented Tax Associate to prepare and review tax returns, conduct tax research, and ensure compliance.The ideal candidate has at leas... Show more
Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems.Turing support... Show more
Innocap is the world’s leading firm of managed account platform services.With over US$100 billion in assets under management, over 500 employees and offices in five countries, we are shaping the fu... Show more
Be among the first 25 applicants.Direct message the job poster from Life After Law.National Manager - Legal and Executive Search and Recruitment at Life After Law.LIFE AFTER LAW is Canada’s nationa... Show more
%20group){kind=logo}
