Location
montreal (administrative region)
Job Type
Full-time
Posted
July 20, 2026
Job Description
Become a Bilingual Associate at RBC in Montréal, providing dedicated client support and enhancing Financial Planning efficiency. Your expertise will drive a superior client experience.
As a Bilingual Associate, you will support Financial Planners by handling preparations for client meetings and addressing their banking needs. Your proactive communication and leadership skills will help foster client relationships while ensuring operational excellence. This role is perfect for someone eager to learn and contribute to a collaborative environment.
Key Responsibilities:
• Support Financial Planners in client meeting logistics
• Act as a point of contact for client support
• Evaluate tasks for efficiency and client service improvements
• Track client progress and build robust relationships
• Uphold company policies to minimize risks
Requirements:
• Mutual Funds accreditation required
• Experience in banking and client relations
• Strong multitasking and prob...
As a Bilingual Associate, you will support Financial Planners by handling preparations for client meetings and addressing their banking needs. Your proactive communication and leadership skills will help foster client relationships while ensuring operational excellence. This role is perfect for someone eager to learn and contribute to a collaborative environment.
Key Responsibilities:
• Support Financial Planners in client meeting logistics
• Act as a point of contact for client support
• Evaluate tasks for efficiency and client service improvements
• Track client progress and build robust relationships
• Uphold company policies to minimize risks
Requirements:
• Mutual Funds accreditation required
• Experience in banking and client relations
• Strong multitasking and prob...