At a Glance
- Tasks: Support clients in both English and French while assisting Financial Planners with banking solutions.
- Company: Join RBC, a leading financial institution known for its commitment to client service.
- Benefits: Full-time role with competitive salary, benefits, and opportunities for growth.
- Other info: Dynamic team environment with a focus on collaboration and client satisfaction.
- Why this job: Make a difference in clients' lives by providing tailored financial solutions.
- Qualifications: Bilingual in English and French, with experience in personal lending and investments.
The predicted salary is between 49500 - 60500 $ per year.
Serve English- and French-speaking clients at RBC in Montréal while supporting Financial Planners with banking solutions and accurate follow-up.
This full-time Associate, Financial Planning role combines client service, sales support, and financial administration.
You help deliver credit, investments, and everyday banking solutions while addressing client requests.
Collaboration with organizational partners supports client needs, relationships, and easier banking experiences.
Key Responsibilities
- Provide consistent support for client requests and concerns
- Ensure accurate documentation and complete required follow-ups
- Support fulfilment of credit and investment solutions
- Track referrals, relationships, and annual team-plan progress
- Apply policies, procedures, and operational-risk due diligence
Requirements
- Required English and French bilingualism for regular client service
- Mutual Funds accreditation through recognized Canadian programs
- Direct experience with personal lending, investments, and banking
- Excellent communication across in-person, email, and phone channels
- Ability to work independently and collaboratively
Use bilingual communication, financial services experience, and organized follow-through to support RBC clients and Financial Planners.
Bilingual RBC Financial Services Associate employer: RBC
RBC is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation thrives and employees are empowered to grow. As a Senior Director in Toronto, you will lead a talented team in developing cutting-edge AI solutions that transform the banking experience for millions, while enjoying comprehensive benefits, professional development opportunities, and a commitment to community impact. Join us to be part of a collaborative environment that values diverse perspectives and champions your success.
