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 productive 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 strong computer skills

Use bilingual communication and precise administration to strengthen client contact and Financial Planner support at RBC Montréal.

📌 Bilingual Financial Planning Assistant (Canada)
🏢 RBC
📍 Canada