Client Service Associate- EN

RBC Dominion Securities; Montreal (administrative region); On-site; CAD 45,000 - 65,000; Full time

Job summary

RBC Dominion Securities in Montréal, Quebec, is seeking a Client Service Associate to support a high-net-worth client base with front-line service and daily operations. The role is on-site at Place Ville Marie, focusing on building relationships and handling inquiries in a fast-paced wealth management environment.

The ideal candidate has a bachelor’s degree, the CIRE exam, at least two years in wealth management or related client-facing work, and fluency in English and French.

Qualifications

• Bachelor’s degree is required.
• Canadian Investment Regulatory Exam (CIRE) is required.
• At least two years of experience in wealth management or a similar client-focused role.
• Bilingualism in English and French is required.

Responsibilities

• Deliver exceptional client service by handling calls and emails professionally and promptly.
• Collaborate with Client Relationship Managers to support client accounts.
• Prepare client reviews and reports to enhance satisfaction.
• Coordinate between clients and internal/external partners for smooth communication.
• Maintain high accuracy and organization in client-related tasks.
• Uphold and articulate the team's investment philosophy.

Skills

Bilingual English/French

Education

Bachelor’s degree

Canadian Investment Regulatory Exam (CIRE)

Job description

What is the opportunity?

A top-performing private portfolio management team at RBC Dominion Securities is looking for a highly motivated and dynamic Client Service Associate. We seek a detail-oriented, proactive, and driven professional who is passionate about delivering exceptional client experiences and building a career in wealth management. As a member of our team, you will support our high-net-worth clients by fostering strong relationships and ensuring seamless day-to-day operations. In this fast-paced and challenging environment, you will be the primary point of contact for clients and their professionals, handling inquiries, providing outstanding service, and assisting in the overall management of client accounts. The work arrangement is fully on-site at our Place Ville Marie office.

Job Description

A top-performing private portfolio management team at RBC Dominion Securities is looking for a highly motivated and dynamic Client Service Associate. We seek a detail-oriented, proactive, and driven professional who is passionate about delivering exceptional client experiences and building a career in wealth management. As a member of our team, you will support our high-net-worth clients by fostering strong relationships and ensuring seamless day-to-day operations. In this fast-paced and challenging environment, you will be the primary point of contact for clients and their professionals, handling inquiries, providing outstanding service, and assisting in the overall management of client accounts. The work arrangement is fully on-site at our Place Ville Marie office.

What will you do?

• Deliver exceptional client service by handling incoming calls, emails, and requests in a professional, timely, and solutions-oriented manner.
• Work closely with Client Relationship Managers to provide seamless operational and administrative support, ensuring the efficient management of client accounts.
• Assist in preparing client reviews, reports, and other key deliverables to enhance client satisfaction.
• Act as a liaison between clients and internal/external partners, ensuring smooth communication and resolution of inquiries.
• Maintain a high level of accuracy, organization, and attention to detail in all client-related tasks.
• Uphold and articulate the team's investment philosophy.

What do you need to succeed?

Must-have

• Bachelor’s degree
• Canadian Investment Regulatory Exam (CIRE)
• At least two years of experience in wealth management, financial services, or similar client-focused industry
• Strong ability to work under pressure while managing multiple priorities with a high level of accountability and reliability
• 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

Nice-to-have

• Highly motivated team player who thrives in a fast-paced, dynamic, and collaborative environment
• Passionate professional with excellent interpersonal skills who can build strong relationships with clients, colleagues, and partners
• Meticulousness with exceptional organizational and time management skills
• Problem solver with a proactive mindset who can anticipate client needs and find solutions efficiently

What’s in it for you?

• Be part of a high-performing and client-focused team within one of the world’s leading financial institutions
• A comprehensive Total Rewards Program, including competitive compensation, bonuses, flexible benefits, and RBC Share Purchase Plan
• A dynamic and supportive work environment that values commitment, collaboration, and career growth

Additional Job Details

Address: 1 PLACE VILLE MARIE:MONTRÉAL

City: Montréal

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-09-14

Application Deadline: 2026-10-13

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.