Bilingual Wealth Advisory Associate: Client Service & Admin

RBC; Brossard; On-site; CAD 55,000 - 75,000; Full time

Job summary

A leading financial institution is seeking an Associate in Brossard to support a dedicated advisory team. This role involves handling client communications, assisting with account management, and preparing client presentations. Key requirements include a Canadian Securities Course, bilingualism in English and French, and strong proficiency in Microsoft 365. Candidates should be detail-oriented and possess excellent client service skills. Join a collaborative environment that promotes personal development and community impact.

Benefits

Comprehensive Total Rewards Program

Training in financial services

Opportunities for development and coaching

Qualifications

• Minimum of 2 years of experience in the securities industry.
• Knowledge of RBC Dominion Securities’ systems and procedures is a plus.

Responsibilities

• Serve incoming calls and emails from clients and partners.
• Help Investment Advisors with administrative duties.
• Assist in preparing client reviews and presentations.
• Request documentation from clients for account management.
• Coordinate meetings and preparation of reports.

Skills

Bilingualism (English and French)

Strong working knowledge of Microsoft 365 apps

Meticulous attention to detail

Excellent time-management skills

World-class client service

Education

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course (CPH)

Job description

A leading financial institution is seeking an Associate in Brossard to support a dedicated advisory team. This role involves handling client communications, assisting with account management, and preparing client presentations. Key requirements include a Canadian Securities Course, bilingualism in English and French, and strong proficiency in Microsoft 365. Candidates should be detail-oriented and possess excellent client service skills. Join a collaborative environment that promotes personal development and community impact.