Serve English- and French-speaking clients while supporting Financial Planners with organized correspondence, scheduling, and administrative coordination in Montréal.
RBC’s administrative assistant provides value added support to Investment and Retirement Planning professionals and their sales objectives. The work centers on responsive client contact management, planner email and mail, diary organization, and prepared materials. You will also develop relationships with service partners so operational guidelines are followed and transactions are processed efficiently.
Key Responsibilities: Respond proactively to correspondence and client requests
Prioritize email and mail for Financial Planner review
Effectively manage the Investment Planner’s diary
Prepare documents and information for planner duties




Maintain relationships with service partners and support efficient transactions
Requirements: Bilingual English and French communication for regular client service
Ability to provide consistently responsive client service
Excellent organization, multitasking, and prioritization skills
Energetic, enthusiastic, detail attentive team approach
Administration or secretarial experience and robust computer skills
Use bilingual communication and precise administration to strengthen client contact and Financial Planner support at RBC Montréal.

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📌 Bilingual Financial Planning Assistant (Quebec City)
🏢 RBC
📍 Quebec City