Support RBC Investment and Retirement Planners in Montréal through responsive client contact management and organized administrative service. Use strong computer skills, initiative, and bilingual communication daily.

This full-time administrative assistant supports Financial Planners, Investment and Retirement Planning, with sales objectives and related activities. The work centers on client requests, planner support, service-partner relationships, and efficient transaction processing. Organization, prioritization, and attention to detail are essential.

Key Responsibilities:

- Monitor current events, market news, and internal RBCnet information
- Identify planner needs and provide required information and documents
- Prepare materials for presentations and marketing initiatives
- Manage planner email, mail, correspondence,



and requests
- Prioritize diary appointments to create capacity for required activities

Requirements:

- Sales-oriented, self-motivated, and self-managed approach
- Superior responsiveness to client requests and service needs
- Strong organization, multitasking, prioritization, and attention to detail
- Solid computer skills and a great sense of initiative
- English and French bilingualism; administration experience is an asset

Bring bilingual client service, financial planning support, and disciplined organization to RBC’s Montréal Investment and Retirement Planning team.

📌 RBC Investment Planning Administrative Assistant (Montreal)
🏢 RBC
📍 Montreal