At a Glance
- Tasks: Help clients transition to their ideal RBC platform while providing excellent service.
- Company: Join RBC Dominion Securities, a leader in Wealth Management with a collaborative culture.
- Benefits: Enjoy competitive pay, performance bonuses, flexible benefits, and world-class training.
- Other info: Dynamic work environment with opportunities for professional growth and collaboration.
- Why this job: Make a real impact by helping clients thrive and contributing to community prosperity.
- Qualifications: Bilingual in English and French, with 2+ years in financial services and strong client service skills.
The predicted salary is between 62100 - 75900 $ per year.
What is the opportunity? RBC Dominion Securities (RBC DS) is hiring a Client Solutions Specialist (CSS) to help transition clients to their ideal RBC platform while contributing to Wealth Management Canada's success. Based in Montréal, you will engage with clients across three branches—Québec City, Sherbrooke, and Trois-Rivières—manage web and phone inquiries, and work collaboratively with RBC teams to ensure smooth transitions and excellent service.
What will you do?
- Conduct in-depth discovery calls with clients to assess needs and identify the most suitable RBC platform or department for their circumstances.
- Manage a portfolio of transition activities across three assigned RBC DS branches: Québec City, Sherbrooke, and Trois-Rivières.
- Process inbound client inquiries originating from the RBC Wealth Management Canada digital platform and phone channels, achieving timely resolution within established service level agreements.
- Facilitate smooth client transitions between RBC platforms, maintaining detailed activity records in the contact management system.
- Execute branch presentations to communicate the CSS program value proposition and transition process.
- Develop and maintain strong collaborative relationships across RBC DS management, advisory teams, and partner departments.
- Administer and provide ongoing support for the investment advisory leave program.
- Contribute to firm-wide Wealth Management Canada initiatives and strategic projects.
What do you need to succeed?
- CIRO Investment Representative (IR) approval
- Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
- Minimum of 2 years of professional experience within the financial services industry
- Superior time management, organizational, and multi-tasking capabilities
- Demonstrated ability to build and maintain cross-functional relationships
- Client service experience with a proven track record
- CIRO Registered Representative (RR) approval
- Knowledge of RBC's comprehensive product suite (RBC Direct Investing, RBC InvestEase, RBC Royal Bank, RBC Dominion Securities, RBC Insurance, etc.)
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.
- Access world-class training, mentorship, and opportunities to shape your path in financial services.
- Competitive compensation, performance bonuses, flexible benefits, and equity programs tailored to your ambitions.
- Contribute to a culture of progressive thinking, community prosperity, and client success.
- Collaborate with high-performing, innovative peers who champion mutual success and inclusive excellence.
Client Solutions Specialist in Montréal employer: RBC Dominion Securities Inc.
RBC Dominion Securities is an exceptional employer that fosters a collaborative and supportive culture, empowering employees to thrive in their roles as Associate Advisors. Located in Moncton, you will benefit from a comprehensive Total Rewards Program, ongoing professional growth opportunities, and the chance to work with a dynamic team dedicated to delivering trusted financial advice. Join us to make a meaningful impact on clients and communities while advancing your career in a top-ranked investment firm.
Contact Details:
RBC Dominion Securities Inc. Recruitment Team
