Client Solutions Specialist

rbc; Montreal; On-site; CAD 60,000 - 80,000; Full time

Job summary

RBC Dominion Securities in Montréal is hiring a Client Solutions Specialist to help transition clients to their ideal RBC platform and support Wealth Management Canada's success. You will engage with clients across three branches and work with RBC teams to ensure smooth transitions and excellent service.

The role requires CIRO IR approval, bilingual English/French, and at least 2 years in financial services. You will handle inquiries, maintain records, and contribute to firm-wide initiatives.

Qualifications

• CIRO Investment Representative (IR) approval or equivalent.
• Bilingual English and French proficiency.
• Minimum of 2 years in the financial services industry.
• Superior time management and multitasking capabilities.
• Proven ability to build and maintain cross-functional relationships.

Responsibilities

• Conduct in-depth discovery calls to assess needs and identify the best RBC platform or department.
• Manage a portfolio of transition activities across three RBC DS branches: Québec City, Sherbrooke, and Trois-Rivières.
• Process inbound client inquiries from digital and phone channels with timely resolution.
• Maintain detailed activity records in the contact management system.
• Deliver branch presentations to communicate the CSS program value and transition process.

Skills

Bilingual English-French

Client service

Time management

Cross-functional teamwork

Job description

What is the opportunity?

RBC Dominion Securities (RBC DS) is hiring a Client Solutions Specialist (CSS) to help transition clients to their ideal RBC platform while contributing to Wealth Management Canada's success. Based in Montréal, you will engage with clients across three branches-Québec City, Sherbrooke, and Trois-Rivières-manage web and phone inquiries, and work collaboratively with RBC teams to ensure smooth transitions and excellent service.

What will you do?

• Conduct in-depth discovery calls with clients to assess needs and identify the most suitable RBC platform or department for their circumstances.
• Manage a portfolio of transition activities across three assigned RBC DS branches: Québec City, Sherbrooke, and Trois-Rivières.
• Process inbound client inquiries originating from the RBC Wealth Management Canada digital platform and phone channels, achieving timely resolution within established service level agreements.
• Facilitate smooth client transitions between RBC platforms, maintaining detailed activity records in the contact management system.
• Execute branch presentations to communicate the CSS program value proposition and transition process.
• Develop and maintain strong collaborative relationships across RBC DS management, advisory teams, and partner departments.
• Administer and provide ongoing support for the investment advisory leave program.
• Contribute to firm-wide Wealth Management Canada initiatives and strategic projects.

What do you need to succeed?

Must-have

• CIRO Investment Representative (IR) approval
• 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
• Minimum of 2 years of professional experience within the financial services industry
• Superior time management, organizational, and multi-tasking capabilities
• Demonstrated ability to build and maintain cross-functional relationships
• Client service experience with a proven track record

Nice-to-have

• CIRO Registered Representative (RR) approval
• Knowledge of RBC's comprehensive product suite (RBC Direct Investing, RBC InvestEase, RBC Royal Bank, RBC Dominion Securities, RBC Insurance, etc.)

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.
• Access world-class training, mentorship, and opportunities to shape your path in financial services.
• Competitive compensation, performance bonuses, flexible benefits, and equity programs tailored to your ambitions.
• Contribute to a culture of progressive thinking, community prosperity, and client success.
• Collaborate with high-performing, innovative peers who champion mutual success and inclusive excellence.

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.

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:
• 2026-10-14 Application Deadline:
• 2026-11-02 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above