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Added 4 mins ago
ZC
Claims Specialist, Liability
Zurich Canada
Toronto, ON
- Full-time
Zurich Canada is currently looking for a Casualty Claims Specialist in our Toronto office. Reporting to the Senior Claims Manager, you will handle bodily injury and property damage claims…
Added 4 mins ago
ZC
Senior Claims Specialist, Liability
Zurich Canada
Toronto, ON
- Full-time
Zurich Canada is currently looking for a Senior Claims Specialist, Liability for our Toronto office, to handle single and multi-party commercial lines claims of low to moderate exposure and…
Added 6 mins ago
T
Finance Operations Analyst III
TD
Dieppe, NB
- Full-time
Provides a broad range of analytical / advanced finance processing / reporting support and general accounting expertise. Roles may also provide related finance operational / initiative…
Added 6 mins ago
Bilingual Data Integrity Specialist, temporary 6-month contract
The Canada Life Assurance Company
London, ON · Montreal, QC
We are looking for a Data Integrity Specialist, Wealth Operations
Added 1 hour ago
NB
Senior Advisor Operational Risk Management
National Bank of Canada
Montreal, QC
- Full-time
…Transformation team at National Bank means acting as the lead specialist responsible for the practice of collecting, analyzing, and leveraging data related to operational events and losses.…
Added 1 hour ago
Director, Fraud Management
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
A Certified Fraud Examiner, Certified Anti-Money Laundering Specialist, Certified Information Systems Auditor, Certified Internal Auditor, risk management, data analytics or other relevant…
Added 1 hour ago
RB
Senior Manager, Application Development and Integration
Royal Bank of Canada
Toronto, ON
- Full-time
…solutions ensuring seamless milestone tracking, transparent reporting, and successful program closure. This role combines integration leadership expertise with hands-on engineering…
Added 1 hour ago
PC
Financial Specialist
Protak Consulting Group Inc.
Ottawa, ON
- Full-time
Ottawa’s Protak Consulting Group Inc. is seeking an Intermediate level Financial Specialist for an ongoing project with the federal government.
Added 1 hour ago
DG
Portfolio Specialist, Operations, 12-Month Contract
DLL Group
Burlington, ON
- Full-time
…build connections, manage their mental, emotional, physical and financial wellness and maintain balance between work and the other priorities that make up their…
Added 2 hours ago
SL
Bilingual Senior Operations Specialist
Sun Life Québec
Montreal, QC
- Full-time
At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring,…
Added 2 hours ago
C
Senior Specialist, Tax Reporting Operations & Regulatory Initiatives
CIBC
Toronto, ON
- Full-time
As a Senior Specialist, Tax Reporting Operations & Regulatory Initiatives, you will be responsible for ensuring that Tax Reporting delivers quality reporting to both the CRA and clients…
Added 2 hours ago
B
Mortgage Specialist
BMO
Toronto, ON
- Full-time
…with great earning possibilities? Becoming a BMO® Mortgage Specialist can offer you all that and much more. Expect to fill an important and rewarding role – helping customers make their…
Added 2 hours ago
Financial Services Specialist
Government of Alberta
AB
Reporting to the Senior Finance Lead, the Financial Services Specialist is responsible for the daily review and verification of a wide range of accounting entries, meeting daily deadlines,…
Added 2 hours ago
SL
Bilingual Senior Operations Specialist
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Toronto One York
- Full-time
At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring,…
Added 3 hours ago
MD
Program Manager - Grants Specialist Coordinator
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Knowledge of accounting practices and principals sufficient to review financial reports, recognize errors and inconsistencies, and effect solutions.
Added 3 hours ago
OP
Brand Manager (13-Month Mat-Leave Contract)
Oligo Professionnel
Montreal, QC
- Full-time
Manage and provide direction to the Marketing Specialist reporting to the Brand Manager
Added 3 hours ago
S
Measurement Specialist
SECURE
Calgary, AB
- Other
As the Measurement Specialist, you will play a key role in ensuring accurate, compliant, and defensible measurement across SECURE’s Energy Infrastructure assets. Reporting to the…
Added 3 hours ago
Y
Senior Windows Server Modernization Specialist
Yochana
Toronto, ON
- Full-time
Position Name – Senior Windows Server Modernization Specialist
Added 3 hours ago
CM
Specialist, Institutional & Pension Accounting
CIBC Mellon
Toronto, ON · Greater Toronto Area, Canada
- Full-time
The Specialist, Institutional & Pension Accounting administers the assigned corporate and institutional accounts and provides financial reporting according to predetermined time schedules…
Added 3 hours ago
CS
Specialist, Reliability
Corby Spirit and Wine Limited
Windsor, ON
- Full-time
This role reports directly to the Director of Engineering. The Reliability Specialist is responsible for championing new programs such as Reliability Centered Maintenance, Predictive…
Added 3 hours ago
OR
Quality Control Specialist
OSL Retail Services
Mississauga, ON
- $65,000 to $75,000 CAD / year
- Full-time
We are currently seeking a Quality Control Senior Specialist. This is a full-time, in-office role 5 days per week. This position requires strong technical product knowledge and business…
Added 4 hours ago
DAM Engineering Specialist
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
The Data Access Engineering Specialist, Data Access Management will work closely with the Director of Data Access Management and other members of the team to support the technical…
Added 4 hours ago
V
Data Visualization Specialist
Viamo
Remote, Canada
- $80,000 to $95,000 CAD / year
- Full-time
- Remote
…can access information on topics such as health, agriculture, financial literacy and more via IVR and a generative IA voice assistant, “Miss Baza”. To meet our scale and sustainability…
Added 4 hours ago
IF
Senior Data Analyst, Power BI Developer, 14-month temporary mandate
Intact FC
Montreal, QC
- Full-time
…promise to provide support, opportunities and performance-led financial rewards at a workplace where you can shape the future, win as a team and grow with…
Added 4 hours ago
AT
Billing Specialist
Armour Transportation Systems
Moncton, NB
- Full-time
Meet daily, weekly, and month-end deadlines to support accurate revenue recognition and financial reporting.

RBC

Client Account Platform Support Specialist (CAPSS)

Toronto, ON, Canada

$55,000.00 - $90,000.00 · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: $55,000.00 - $90,000.00
Job type: Full-time
Apply by: Oct 19, 2026
Experience: Minimum 3 - 5 years of experience in application support or a related field
Posting language: English
Posted: Oct 1, 2026

Original job description

Job Description

What is the opportunity?

Client Account Application Support Specialist will support front office users across Canada by providing portfolio management application support for Client Account Maintenance software (COB Account Opening, Approval Workflows, eSIGN, ServiceLink and ServiceLink+). This role within the Business Operating Solutions & Effectiveness (BOSE) team involves close collaboration with various departments, including Business Application Solution Specialist (BASS) Team and Wealth Management Technology Production Support. The Specialist will be the Product expert for portfolio management applications, ensuring their effective use and troubleshooting any issues.

Please note that this is a portfolio management application support role with a technical focus, not a financial planning position.

What will you do?

Assist the front office users on portfolio management applications and respond to client queries.
Product Enhancements – Report trends to Product owners/Journey leads for enhancements/fixes/backlog for roadmap.
Coaching – Provide ongoing coaching to users directly or refer them to job aids and other resources.
Testing – Conduct Quality Assurance (QA), User Acceptance Testing (UAT) and Post Implementation Verification (PIV) of updated or newly created portfolio management applications developed internally or acquired from external vendors.
Participate in various working groups & cross-departmental projects.
Collaborate with Training & Development, BASS, WM Technology Production Support, Operations to contribute to developing and updating training programs and supporting material.

What do you need to succeed?

Must have:

Working knowledge of WMC software: Client Reporting (FlexPak), Portfolio Data (ClientLink), and Custody Statements, Client Account Maintenance software (COB Account Opening, Approval Workflows, and eSIGN).
Minimum 3 - 5 years of experience in application support or a related field
Excellent verbal and written communication and interpersonal skills
Strong research skills, analytical and problem-solving skills with ability to analyze data
Able to manage and prioritize workload with competing deadlines
Able to work independently and collaboratively within a team

Nice-to-have:

Bilingual (French / English), both oral and written
An interest in working with portfolio management application development.
Natural curiosity towards learning and broadening the personal knowledge base
Knowledge of agile project management, and MS Office skills (Outlook, PowerPoint, Excel, Word)

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 bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact.
Work in a dynamic, collaborative, progressive, and high-performing team.
Flexible work/life balance options.
Opportunities to do challenging work.
Opportunities to take on progressively greater accountabilities.
Access to a variety of job opportunities across business.

Job Skills

Account Openings, Agile Methodology, Business, Business Data Analysis, Business Process Modeling, Communication, Group Problem Solving, Interpersonal Relationship Management, Verbal Communications, Working Independently, Written Communication

Additional Job Details

Address:

RBC CENTRE, 155 WELLINGTON ST W:TORONTO

City:

Toronto

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-01

Application Deadline:

2026-10-19

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

$55,000.00 - $90,000.00

The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.

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.

Join our Talent Community

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.

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.

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More about this job

Responsibilities

The specialist will provide technical support for portfolio management applications and assist front office users with account maintenance software. They will also conduct quality assurance testing, report product enhancements, and collaborate with cross-departmental teams to update training materials.

Requirements

Candidates must have 3-5 years of experience in application support and a working knowledge of specific wealth management software. Strong analytical, communication, and problem-solving skills are essential for managing competing deadlines and supporting internal users.

Skills

Application support
Portfolio management
Account maintenance
Quality assurance
User acceptance testing
Analytical skills
Problem-solving
Communication
Interpersonal skills
Agile project management
Data analysis
Coaching
Research skills
MS Office

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock
Coaching
Flexible work/life balance

Visa sponsorship

Not detected in the job text

Keywords

Application Support
Portfolio Management
Wealth Management
Client Account Maintenance
COB Account Opening
eSIGN
ServiceLink
Quality Assurance
User Acceptance Testing
Agile
Data Analysis
FlexPak
ClientLink
MS Office
Technical Support
Workflow Management
Product Roadmap
Business Operating Solutions

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