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.