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.

📌 Financial Planning Client Support Associate (Canada)
🏢 RBC
📍 Canada