Support Financial Planners in Montréal through client service, financial solutions, and problem resolution. Use banking expertise to strengthen relationships and simplify client needs.
As an Associate, Financial Planning, you provide direct client and sales support to Financial Planners. You assist with credit, investments, and everyday banking solutions while preparing client meetings. The role also involves collaboration, documentation accuracy, referrals, and continuous improvement.
Key Responsibilities: Prepare materials and support Financial Planner client meetings
Fulfil credit, investment, and everyday banking solutions
Handle client requests, problems, documentation, and follow-ups
Identify needs, make referrals, and review annual plan progress




Recognize operational risks and support administrative activities
Requirements: Mutual Funds accreditation, such as Investment Funds in Canada
Personal lending, investments, and general banking experience
Ability to manage competing priorities and solve problems
Microsoft Office, digital knowledge, and listed system experience
English and French bilingualism required for client service
Bring client support, financial services knowledge, and collaboration skills to RBC’s Financial Planning Team in Montréal.

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📌 Financial Planning Client Support Associate (Quebec City)
🏢 RBC
📍 Quebec City