07 Nov
|
RBC Dominion Securities
|
Montreal
07 Nov
RBC Dominion Securities
Montreal
RBC Dominion Securities (RBC DS) is hiring a Client Solutions Specialist (CSS) to help transition clients to their ideal RBC platform while contributing to Wealth Management Canada's success. Based in Montréal, you will engage with clients across three branches—Québec City, Sherbrooke, and Trois-Rivières—manage web and phone inquiries, and work collaboratively with RBC teams to ensure smooth transitions and excellent service.
Process inbound client inquiries originating from the RBC Wealth Management Canada digital platform and phone channels, achieving timely resolution within established service level agreements.
Facilitate smooth client transitions between RBC platforms, maintaining detailed activity records in the contact management system.
Execute branch presentations to communicate the CSS program value proposition and transition process.
Administer and provide ongoing support for the investment advisory leave program.
Contribute to firm-wide Wealth Management Canada initiatives and strategic projects.
Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
Client service experience with a proven track record
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
Access world-class training, mentorship, and opportunities to shape your path in financial services.
Competitive compensation, performance bonuses, versatile benefits, and equity programs tailored to your ambitions.
Contribute to a culture of progressive thinking, community prosperity, and client success.
Employment Type: Full time
Posted Date: 2026-10-14
Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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📌 Full-time Customer Service associate (Montreal)
🏢 RBC Dominion Securities
📍 Montreal