Elevate client relationships with RBC Direct Investing as a Royal Distinction Associate in Montréal. Engage with High-Net-Worth clients and deliver exceptional service every day. This full-time role will focus on offering premium service to High-Net-Worth and Ultra-High-Net-Worth clients within RBC DI's Royal Distinction program. You'll leverage your investment industry expertise, show advanced problem-solving skills, and help clients achieve their financial goals through quality interactions, all while driving client acquisition and business growth.
Key Responsibilities
• Respond promptly to HNW and UHNW client inquiries
• Deliver exceptional client experiences with transparent value communication
• Provide specialized expertise on investment products and services
• Support regional objectives for business growth
• Develop internal and external business partnerships
Requirements:
• Bilingualism in English and French is required
• 2-4 years of investment industry experience
• Knowledge of Excel, Word, and PowerPoint
• Preferred: Derivatives Fundamentals Course or similar licenses
• Must achieve Canadian Investment Regulatory Exam within 6 months Utilize your bilingual communication skills and investment knowledge to foster lasting relationships with clients at RBC Direct Investing in Montréal.
📌 Royal Distinction Associate in Montréal (Montreal)
🏢 RBC
📍 Montreal
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