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Added 3 months ago
Sales Associate
Laura Canada
Tsawwassen, BC
As a Sales Associate in women’s fashion, you possess a passion for fashion and personalized customer service. You will be part of a winning team that provides a unique and memorable…
Added 4 months ago
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Performance and Restructuring Senior Associate (Bilingual FR/EN)
PwC
Montreal, Quebec
- Full-time
As a Performance and restructuring Senior Associate (Bilingual FR/EN), you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client…
Added 4 months ago
R
Associate
RBC
Montreal, Quebec
- Full-time
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…
Added 3 months ago
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Epic EpicCare Beacon (Oncology) Team Lead / Assoc Manager
Accenture
Remote, Canada
- Full-time
- Remote
…can learn from each other and solve the world’s most complex client…
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Sales Associate, Apartments.com - Hamilton, Ontario
CoStar
Toronto, ON
- Full-time
We are looking for passionate sales professionals to build long-lasting, service-focused customer relationships. As an Apartments.com Sales Associate, you will join a dynamic team that…
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Associate Vice President, Media
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- Full-time
The Associate Vice President, Media is responsible for leadership decisions regarding the media programs and team associated with a book of client business. Paid Media at DAC is…
Added 2 months ago
Salesforce Associate Director | Financial Services
Plative
Canada
As Associate Director of Financial Services at Plative, you will report to our Senior Director of Salesforce Delivery and will lead our Salesforce Financial Services consulting practice.…
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Senior Litigation Associate - Administrative and Public Law
WeirFoulds LLP
Toronto, ON
- Full-time
Demonstrated strengths in entrepreneurialism including client service, client relationships and client development
Added 4 months ago
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Veterinary Assistant, Bloor Animal Hospital
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Toronto, Ontario
- Part-time
…Canada is also passionate about providing an industry-leading Associate experience to over 4,000 Canadians employed across the country. In 2026, for the third year in a row, we were named…
Added 4 months ago
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Equipment Account Manager (Calgary, AB)
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Calgary, Alberta · Alberta · Antech - Calgary
- Full-time
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Added 4 months ago
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Veterinary Assistant, Client Care, Como Lake Animal Hospital
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- Full-time
Como Lake Animal Hospital is currently welcoming a dependable and caring Veterinary Assistant, Client Care to join our team. This part-time opportunity includes a range of responsibilities…
Added 1 month ago
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Wealth Associate (Toronto)
Fidelity Canada
Toronto, ON
- Full-time
The Wealth Associate is responsible for advisor support, client on-boarding, sales support and administration.
Added 4 months ago
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Clinical Research Associate II/III
Novotech Global
Canada
- Full-time
The Clinical Research Associate (CRA) is primarily responsible for ensuring the rights and wellbeing of trial participants are protected and the reported trial data are accurate, complete,…
Added 1 month ago
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Senior Associate, Nexus, Investor Delivery - Private Equity
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Halifax, NS
- Full-time
· Be a main contact for daily client inquiries and deliverables within your team, striving to complete deliverables within Service level agreements, escalate any client or deliverable…
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Toronto, ON
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As a Sales Associate you provide customers with a unique shopping experience by offering excellent customer service. Utilize effective selling techniques and provide in-depth product…
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Derivatives Analyst
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Toronto, Ontario
- Full-time
Our culture is defined by our six core values: Client-First, Innovation, Excellence, Partnership, Integrity, and Giving back. Our clients often say the outstanding service we deliver is as…
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Sales Associate - Leather Goods
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Vancouver, British Columbia
- Full-time
The Sales Associate develops deep, long lasting relationships with customers that lead to an increase in sales, service, and loyalty. Sales Associate compensation is commission-based and is…
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Design Sales Specialist/Home Stylist, Part Time Flex, Toronto - West Elm
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Toronto, Ontario
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Added 4 months ago
Associate Director, Economic & Resource Policy 1
Government of Alberta
Edmonton, Alberta
As Associate Director, Economic and Resource Policy, you will monitor political, program and service developments in the context of intergovernmental policy, provide strategic advice and…
Added 2 months ago
Wealth Administrator St John's NFLD or Sydney NS
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St. John's, Newfoundland and Labrador
The Client Service Associate contributes to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed /…
Added 4 months ago
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Veterinary Assistant, Surgery, Vancouver Animal Emergency & Referral Centre
VCA Animal Hospitals
Vancouver, British Columbia
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Superior customer service and outstanding client communication skills
Added 4 months ago
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Veterinary Receptionist, Client Care, Central Victoria Veterinary Hospital
VCA Animal Hospitals
Victoria, British Columbia
- Full-time
Central Victoria Animal Hospital is currently welcoming a customer service-focused Veterinary Receptionist, Client Care to join our team. This full-time opportunity includes a range of…
Added 4 months ago
Sales Associate
Laura Canada
Toronto, Ontario
As a Sales Associate in women’s fashion, you possess a passion for fashion and personalized customer service. You will be part of a winning team that provides a unique and memorable…
Added 4 months ago
OF
Part time Sales Associate
Orangetheory Fitness 10023
Ontario · Mississauga, ON
- $18 CAD / hour
- Part-time

RBC

Associate

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 31, 2026
Posting language: English
Posted: Jun 25, 2026

Original job description

Job Description

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?

Must-have

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

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÉAL

City:

Montréal

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-06-25

Application Deadline:

2026-12-31

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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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.

Apply About employer

More about this job

Responsibilities

Provide direct client and sales support to Financial Planners to facilitate planning and advice activities. Manage client requests, ensure documentation accuracy, and identify opportunities to expand profitable client relationships.

Requirements

Requires Mutual Funds accreditation and previous experience in personal lending, investments, and general banking. Must be bilingual in English and French with strong IT literacy and communication skills.

Skills

Mutual Funds Accreditation
Personal Lending
Investment Planning
General Banking
Problem Solving
Microsoft Office Suite
Communication Skills
Collaboration
Bilingualism (English and French)
Administrative Support
Operational Risk Management

Benefits

Competitive Compensation
Bonuses
Flexible Benefits
Career Advancement Opportunities
Coaching and Development Opportunities

Visa sponsorship

Not detected in the job text

Keywords

Mutual Funds
Investment Funds in Canada
Canadian Securities Course
Linx
Casper
Sales Platform
RBC Investment System
CART
IRIS
Financial Planning
Personal Banking
Commercial Banking
Credit Solutions
Operational Risk
Client Experience

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