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Added 13 hours ago
Senior Specialist Labour Relations
Canada Post - Postes Canada
Ottawa, ON
Language Requirement: Bilingual Imperative (CBCC)
Added 20 hours ago
WS
Service Centre Outbound Specialist (Fixed Term)
WCG Services
Toronto, ON
- Full-time
Verify, process and update key client information, including employment status and outcomes, ensuring data is accurate, current, and aligned with program requirements.
Added 1 day ago
TS
Bilingual Customer Service Representative
The Sydney Call Centre
Sydney, NS
- Other
MCI is one of the fastest-growing tech-enabled business services companies in the US, delivering Customer Experience (CX), Business Process Outsourcing (BPO) and technology solutions across…
Added 1 day ago
SH
Manager Health Services - Acute Care - Repost
Southern Health-Santé Sud
Carman, MB
- Full-time
Reporting to the Director Health Services - Acute Care, the Manager Health Services is responsible for providing leadership within their assigned area of responsibility, this may include…
Added 1 day ago
Sales Representative / Representant de vente - Moncton
The Linq Agency
Moncton, NB
…focused Sales Ambassadors to represent financial products and services within retail partner locations throughout Moncton and surrounding…
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NC
Project Coordinator (Entry-Level)
Newfoundland Capital Corporation Limited
Montreal, QC
- Full-time
…industry leader in TV broadcasting, streaming, radio, business services, and advertising. Stingray provides commercial music, digital signage solutions, and in-store media to businesses…
Added 1 day ago
DC
Technical Specialist, Project Management
Defence Construction Canada
Ottawa, ON
- Full-time
The Technical Specialist, Project Management, provides project management services to support the delivery of routine to moderately complex infrastructure and environmental projects. The…
Added 1 day ago
H
Technical Specialist
Hays
Montreal, QC · Greater Montreal Metropolitan Area
- Contract
Job Title: Bilingual Technical Support Specialist (French/English)
Added 1 day ago
S
Project Coordinator (Entry-Level)
Stingray
Montreal, QC
- Full-time
…industry leader in TV broadcasting, streaming, radio, business services, and advertising. Stingray provides commercial music, digital signage solutions, and in-store media to businesses…
Added 1 day ago
S
Project Manager
Stingray
Montreal, QC
- Full-time
…industry leader in TV broadcasting, streaming, radio, business services, and advertising. Stingray provides commercial music, digital signage solutions, and in-store media to businesses…
Added 1 day ago
QR
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Quincaillerie Richelieu Ltée/Richelieu Hardware Ltd
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Added 1 day ago
SH
Home Care Attendant-Aide - Soins à domicile
Southern Health-Santé Sud
Ste. Anne, MB
- Full-time
…responsible for the provision of personal care and home support services to an individual or group of home care clients as assigned. As identified by an established plan of care, the HCA…
Added 1 day ago
SH
Home Care Attendant-Aide - Soins à domicile
Southern Health-Santé Sud
Niverville, MB
- Full-time
…responsible for the provision of personal care and home support services to an individual or group of home care clients as assigned. As identified by an established plan of care, the HCA…
Added 1 day ago
M
Billingual Customer Service Professional
Manulife
Kitchener, ON · Waterloo, ON · Montreal, QC
- Full-time
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Added 1 day ago
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Commercial Insurance Broker - Programs
BFL CANADA
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We are looking for a Client Service Representative Within our Program Group to join our team in any of our Montreal office!
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Youth Exchanges Program Coordinator - Coordinateur ou coordinatrice d’échange de jeunes
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- Full-time
…and troubleshooting with our online learning platforms. This bilingual position requires strong administrative, organizational, and interpersonal skills along with experience with data…
Added 1 day ago
M
Bilingual Administrative Coordinator
Manulife
Montreal, QC
- Full-time
As a Bilingual Administrative Coordinator, you will fulfill varied tasks as requested, to help ensure service excellence to our Canada Retirement clients.
Added 1 day ago
DC
Team Leader, Real Property Management
Defence Construction Canada
Oromocto, NB
- Full-time
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Added 1 day ago
MI
Bilingual Senior Specialist, HR Service Delivery– Full Time 12-Month Contract
Mackenzie Investments
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…December 31, 2025 . It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie…
Added 1 day ago
DC
Technical Specialist, Project Management
Defence Construction Canada
Ottawa, ON
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The Technical Specialist, Project Management, provides program and project management services to support the delivery of infrastructure and environmental projects. The incumbent acts as a…
Added 1 day ago
C
Assistant, Investment Advisor - Wood Gundy - Montreal -Bilingual
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Laval, QC
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Added 1 day ago
Manager Health Services - Acute Care - Repost
Winnipeg Regional Health Authority
Carman, MB
Reporting to the Director Health Services - Acute Care, the Manager Health Services is responsible for providing leadership within their assigned area of responsibility, this may include…
Added 1 day ago
Mental Health Liaison Nurse - Repost
Winnipeg Regional Health Authority
Winkler, MB
Reporting to the Director Health Services (Acute Care), the Mental Health Liaison Nurse (MHLN) is part of the Emergency Department Team and functions in a shared care model. The MHLN will…
Added 1 day ago
RB
Account Service Representative - Night Shift
Royal Bank of Canada
Montreal, QC
- Part-time
The Account Service Representative is responsible for processing routine data entry and on-line input of transactions using basic understanding of products and processes. Activities may…
Added 1 day ago
HE
Spécialiste en santé et sécurité – Health and Safety Specialist
Harsco Environmental
Contrecoeur, QC
- Full-time
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RBC Dominion Securities

Client Solutions Specialist- EN

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 2, 2026
Experience: Minimum of 2 years of professional experience within the financial services industry
Posting language: English
Posted: Oct 15, 2026

Original job description

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.

Job Skills

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

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.

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Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com</a/span>

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Apply About employer

More about this job

Responsibilities

Conduct client discovery calls, manage transition activities across three branches, and resolve inquiries received through digital and phone channels. Coordinate client transitions between RBC platforms, maintain activity records, support the investment advisory leave program, and collaborate with RBC teams on presentations and strategic initiatives.

Requirements

Requires CIRO Investment Representative approval, English-French bilingualism, and at least two years of professional financial services experience. Candidates should have strong organizational and time-management abilities, a proven client service record, and the ability to build cross-functional relationships; CIRO Registered Representative approval and knowledge of RBC products are assets.

Skills

Client Service
Client Needs Assessment
Client Transitions
Time Management
Organization
Multitasking
Cross-Functional Collaboration
Relationship Building
Inbound Inquiry Management
Investment Advisory Support
Contact Management
Branch Presentations
Financial Services
Bilingual Communication

Benefits

Flexible Benefits
Performance Bonuses
Equity Programs
Training
Mentorship

Visa sponsorship

Not detected in the job text

Keywords

CIRO Investment Representative Approval
CIRO Registered Representative Approval
Bilingualism
English
French
Financial Services
Wealth Management
Client Solutions
Client Service
Client Discovery
Client Needs Assessment
Client Transitions
RBC Wealth Management Canada
RBC Dominion Securities
RBC Direct Investing
RBC InvestEase
RBC Royal Bank
RBC Insurance
Digital Platform
Phone Channels
Service Level Agreements
Contact Management System
Cross-Functional Relationships
Branch Presentations
Time Management
Organization
Multitasking

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