Associate, Financial Planning - Québec

rbc; Montreal; On-site; CAD 52,000 - 76,000; Full time

Benefits offered by this job

Competitive compensation

Bonuses

Flexible benefits

Job summary

RBC in Montréal is seeking an Associate to support Financial Planners by preparing for client meetings and enabling effective delivery of credit, investments, and everyday banking solutions.

You will help resolve client requests, maintain accurate records, and seek efficiencies to improve the client experience while building relationships across RBC teams. Fluency in English and French is required.

Qualifications

• Mutual Funds accreditation required (e.g., Investment Funds in Canada or Canadian Securities Course).
• Experience in personal lending, investments and general banking with clients directly.
• Proven ability to manage priorities in a fast-paced environment and multi-task.
• IT literacy including Microsoft Office and digital tools.
• Strong communication skills for in-person, email and phone interactions.
• Bilingual English and French required to serve clients.

Responsibilities

• Assist Financial Planners by preparing for client meetings and supporting credit, investments, and everyday banking needs.
• Provide consistent client support, resolve problems, and ensure accurate documentation with follow-ups.
• Identify efficiencies using routines and contribute to client task completion.
• Identify client needs, make referrals, grow relationships, and track progress against the annual plan.
• Follow policies and manage operational risk with due diligence.
• Support planners with administrative tasks and pursue continuous improvement for a superior client experience.

Skills

Client Centricity

Communication

Critical Thinking

Curious Mindset

Bilingual English/French

Education

Mutual Funds accreditation

Tools

Linx

Casper

Sales Platform

RBC Investment System

CART

IRIS

Microsoft Office

Job description

This is for current and upcoming opportunities in locations across Québec.

What is the opportunity?

As an Associate, you provide direct client and sales support to the Financial Planners to enable them to focus on planning and advice activities for clients. You contribute to a differentiated client experience by providing value added support and problem resolution. In this role, you collaborate with partners across the organization to identify and meet client needs and goals, strengthening client relationships and making it easier for them to do business with RBC. As a member of the Financial Planning Team, you provide leadership around the development of the Associates and bring innovative ideas to increase efficiency.

What will you do?

• Enable Financial Planners by assisting with preparations for client meetings, and supporting the fulfilment of credit, investments, and everyday banking solutions
• Provide consistent support to client requests, act as a point of contact for client problems, and ensure accuracy of documentation with follow-ups, as required
• Leverage routines to ensure efficient and effective completion of client tasks, identifying areas for improvement to realize efficiencies
• Maximize opportunities to effectively identify client needs, make referrals, expand profitable client relationships, and track and review progress against the teams' annual plan
• Exercise due diligence in following all policies and procedures, and identity/correct areas of operational risk
• Support Financial Planners with administrative activities, applying a continuous improvement approach to achieving a superior client experience

What do you need to succeed?

• Mutual Funds accreditation (e.g., Investment Funds in Canada, or the Canadian Securities Course)
• Previous experience in personal lending, investments and general banking with clients directly
• Demonstrated success working in a fast paced environment with the ability to manage competing priorities, as well as multi-tasking and problem-solving skills
• IT literacy including the Microsoft Office suite of products, and digital knowledge
• Excellent communication skills including the ability interact with partners effectively in person, via email and on the phone
• Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
• Ability to work both independently and in a team environment, demonstrating strong collaboration skills
• Experience using Linx, Casper, Sales Platform, RBC Investment System, CART and IRIS
• Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.

Nice-to-have

• Track record in building rapport and maintaining client relationships within the financial industry

What's in it for you?

• 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.
• A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
• Continued opportunities for career advancement
• Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools, coaching, and development opportunities
• Opportunity to achieve great success and grow your career with RBC

Job Skills

• Client Centricity
• Communication
• Critical Thinking
• Curious Mindset

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÉAL City:

Montréal Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

HUMAN RESOURCES & BMCC Job Type:

Regular Pay Type:

Salaried

Posted Date:

2026-10-16

Application Deadline:

Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. 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.