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Added 29 mins ago
W
Customer Service Manager - PT
Walmart
Sherwood Park, AB
- Part-time
Oversees and promotes company-sponsored programs and initiatives, including credit card services, Walmart Protection Plans, charity initiatives, and associate and customer discount programs.
Added 43 mins ago
WC
Self Checkout Attendant PT
Walmart Canada
Sherwood Park, AB
- Full-time
Supports the promotion of company sponsored programs, including credit card services, product protection plans, and charitable initiatives, when applicable.
Added 1 hour ago
W
Self Checkout Attendant PT
Walmart
Sherwood Park, AB
- Part-time
Supports the promotion of company sponsored programs, including credit card services, product protection plans, and charitable initiatives, when applicable.
Added 9 hours ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Red Deer, AB
- Full-time
Promotes company sponsor programs, ie. Credit card service, product protection and charity initiatives.
Added 9 hours ago
(CAN) Front End Checkout Team Associate - Part Time
Walmart Canada
Victoria, BC
Promotes company sponsor programs, ie. Credit card service, product protection and charity initiatives.
Added 11 hours ago
W
(CAN) Front End Checkout Team Associate
Walmart
Red Deer, AB
- Part-time
3.Promotes company sponsor programs, ie. Credit card service, product protection and charity initiatives.
Added 11 hours ago
KB
Customer Service Associate
Kent Building Supplies
Summerside, PE
- Part-time
Operate scanners and credit card/debit card terminals
Added 11 hours ago
TS
Casual Sales Associate
The Salvation Army in Canada
West Kelowna, BC
- Part-time
The Casual Sales Associate assists in all areas of the Thrift Store’s operation including: the efficient and effective reclamation, processing or distribution of warehouse goods; provides…
Added 12 hours ago
W
(CAN) Front End Checkout Team Associate
Walmart
Woodstock, NB
- Part-time
3.Promotes company sponsor programs, ie. Credit card service, product protection and charity initiatives.
Added 14 hours ago
TS
Store Associate
The Salvation Army in Canada
Thunder Bay, ON
- Full-time
Adhere to store policy regarding cheques, credit cards, refunds, voids, and holds.
Added 14 hours ago
TS
Store Associate
The Salvation Army in Canada
Calgary, AB
- Part-time
Adhere to store policy regarding cheques, credit cards, refunds, voids, and holds.
Added 14 hours ago
TS
Casual Sales Associate
The Salvation Army in Canada
Kelowna, BC
- Part-time
The Sales Associate assists in all areas of the Thrift Store’s operation including: the efficient and effective reclamation, processing or distribution of warehouse goods; provides quality…
Added 14 hours ago
TS
Store Associate
The Salvation Army in Canada
Thunder Bay, ON
- Full-time
Adhere to store policy regarding cheques, credit cards, refunds, voids, and holds.
Added 14 hours ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Calgary, AB
- Contract
Promotes company sponsor programs, ie. Credit card service, product protection and charity initiatives.
Added 14 hours ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Calgary, AB
- Contract
Promotes company sponsor programs, ie. Credit card service, product protection and charity initiatives.
Added 15 hours ago
WC
(CAN) Caissier
Walmart Canada
Blainville, QC
- Full-time
Promotes company sponsor programs, i.e., credit card service, product protection and charity initiatives.
Added 15 hours ago
WC
(CAN) Cashier
Walmart Canada
Edson, AB
- Full-time
Promotes company sponsor programs, i.e., credit card service, product protection and charity initiatives.
Added 16 hours ago
TS
Casual Sales Associate
The Salvation Army Canada and Bermuda Territory
Kelowna, BC · Rutland · Okanagan Central Community Church - Rutland
- Part-time
The Sales Associate assists in all areas of the Thrift Store’s operation including: the efficient and effective reclamation, processing or distribution of warehouse goods; provides quality…
Added 18 hours ago
W
(CAN) Cashier
Walmart
Edson, AB
- Part-time
3. Promotes company sponsor programs, i.e., credit card service, product protection and charity initiatives.
Added 19 hours ago
W
(CAN) Front End Checkout Team Associate
Walmart
Calgary, AB
- Part-time
3.Promotes company sponsor programs, ie. Credit card service, product protection and charity initiatives.
Added 19 hours ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Thunder Bay, ON · Red River Thrift Store
- Full-time
Adhere to store policy regarding cheques, credit cards, refunds, voids, and holds.
Added 19 hours ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Calgary, AB · Douglas Square Thrift Store
- Part-time
Adhere to store policy regarding cheques, credit cards, refunds, voids, and holds.
Added 19 hours ago
TS
Store Associate
The Salvation Army Canada and Bermuda Territory
Thunder Bay, ON · Red River Thrift Store
- Full-time
Adhere to store policy regarding cheques, credit cards, refunds, voids, and holds.
Added 20 hours ago
W
(CAN) Caissier
Walmart
Blainville, QC
- Full-time
3. Promotes company sponsor programs, i.e., credit card service, product protection and charity initiatives.
Added 20 hours ago
W
(CAN) Cashier PT
Walmart
Vancouver, BC
- Part-time
3. Promotes company sponsor programs, i.e., credit card service, product protection and charity initiatives.

RBC

Associate, Financial Planning - Québec- EN

Gatineau, QC, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 15, 2026
Posting language: English
Posted: Oct 16, 2026

Original job description

Job Description

This is for current and upcoming opportunities in locations across Québec.**

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

Client Centricity, Communication, Critical Thinking, Curious Mindset

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÉAL

City:

Montréal

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

HUMAN RESOURCES & BMCC

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-16

Application Deadline:

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</a/span>

Apply About employer

More about this job

Responsibilities

Support Financial Planners with client meeting preparation, banking and investment solutions, client requests, documentation, and administrative tasks. Identify client needs and referral opportunities, resolve problems, monitor team progress, and help improve efficiency while following policies and managing operational risk.

Requirements

Candidates must have mutual funds accreditation and direct client experience in personal lending, investments, and general banking, along with strong communication, problem-solving, digital, and organizational skills. The role requires English-French bilingualism, collaboration and independent work capabilities, and experience with specified RBC systems; experience building financial-industry client relationships is preferred.

Skills

Financial Planning Support
Personal Lending
Investment Products
General Banking
Mutual Funds
Client Needs Assessment
Referrals
Problem-Solving
Critical Thinking
Communication
Microsoft Office
Digital Literacy
Operational Risk Management
Multitasking
Collaboration

Benefits

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

Visa sponsorship

Not detected in the job text

Keywords

Financial Planning
Financial Planners
Client Support
Personal Lending
Investments
General Banking
Mutual Funds Accreditation
Investment Funds in Canada
Canadian Securities Course
Credit Solutions
Everyday Banking
Client Needs Assessment
Referrals
Operational Risk
Microsoft Office
Linx
Casper
Sales Platform
RBC Investment System
CART
IRIS
Bilingual English-French
Continuous Improvement
Client Experience

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