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.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:
2025-09-16Application Deadline:
2026-03-01Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt 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
Get AI-powered advice on this job and more exclusive features.Founded in 2016, Amplify Capital is an early-stage venture fund focused on backing companies using transformational technology to solve...Show more
A full-service wealth management firm is seeking an Investment Associate in Westmount.In this role, you will identify business opportunities, engage with clients, and collaborate with Advisors to d...Show more
Employment Hero is on a mission to make employment easier and more valuable for everyone.Our Employment Operating System brings hiring, HR, payroll and benefits into an all-in-one solution.Since ou...Show more
Embark on a rewarding journey as an Associate focused on Client Solutions in Asset Management.Utilize your strong interpersonal skills and attention to detail to enrich client relationships while t...Show more
Store Associate page is loaded## Store Associatelocations: Chateauguay, Quebec, Canadatime type: Full timeposted on: Posted Todayjob requisition id: JR130786**Who We Are:** At Giant Tiger, our miss...Show more
Structured Solutions Group at National Bank means acting as a structured product expert to support the distribution of our solutions within the Canadian retail wealth management channel.Our clients...Show more
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 ...Show more
At Corebridge Financial, we believe action is everything.That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their fi...Show more
Chaque jour, nos professionnels offrent à nos clients un service exceptionnel, ainsi que des conseils et des observations auxquels ils peuvent se fier.En contrepartie, nous offrons à nos employés u...Show more
Nous et certains tiers sélectionnés utilisons des technologies et des outils de suivi (témoins) pour recueillir des renseignements sur votre utilisation de ce site Web.Les témoins essentiels soutie...Show more
The Opportunity: Senior M&A Associate.Fluent Software Group is looking for a.You will be accountable for a set of existing portfolio companies while simultaneously sourcing and executing new deals....Show more
Associate Principal, Strategic Execution.Lead complex healthcare programs.Build trusted client partnerships.At Reverba, we turn strategy into action in ways that make a real impact in healthcare.As...Show more
At RONA, our employees let their passion blossom every day.Our teams are driven by the desire to help people bring their projects to life and are committed to making a difference in the communities...Show more
A career as an Associate in the Wealth Management team at National Bank will give you the opportunity to show your ability to work in synergy with clients and colleagues.In this role, you will help...Show more
BET99 is Canada’s Premiere Online Sportsbook and Casino.Since launching in 2020, we have continuously innovated the online gaming landscape, rapidly growing our customer base and expanding our inte...Show more
Engage customers effectively as a proactive Sales Associate in the luxury sector.Enjoy a commission-driven pay structure that rewards your contributions to sales success and customer satisfaction.A...Show more
We invest in creating a culture of purpose that makes our people feel valued, cared for, seen, and heard.Our approach to employee experience is tailored to your needs and ambitions:.Your Inclusive ...Show more
BET99 is Canada’s Premiere Online Sportsbook and Casino.Since launching in 2020, we have continuously innovated the online gaming landscape, rapidly growing our customer base and expanding our inte...Show more
