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Added 1 month ago
W
Associate
Wellington-Altus
ON
- Full-time
Providing information, where requested and approved by an Associate or Advisor, on the status of a client’s account and providing account balances, quotes and other marketing information.
Added 1 month ago
F
Webber - HSEQ Specialist - Infrastructure Management
Ferrovial
Ottawa, ON · CAN - Webber - Infra - Ottawa
- Full-time
…Canada. Webber supports a wide range of project models to meet client needs, including traditional design bid build, design build, alternative delivery models and public private partnership…
Added 1 month ago
SP
Mergers and Acquisitions Senior Associate
Sequeira Partners
Calgary, AB
- Full-time
At Sequeira Partners, we are a dynamic and collaborative team specializing in M&A advisory services for both private and public companies across multiple industries. Our approach combines…
Added 1 month ago
SP
Mergers and Acquisitions Senior Associate
Sequeira Partners
Edmonton, AB
- Full-time
At Sequeira Partners, we are a dynamic and collaborative team specializing in M&A advisory services for both private and public companies across multiple industries. Our approach combines…
Added 1 month ago
SP
Valuation Associate
Sequeira Partners
Edmonton, AB
- Full-time
Sequeira Partners is hiring a full-time Associate, Valuations to join our Edmonton office and support the continued growth of our firm. We are seeking an individual whose proven academic…
Added 1 month ago
SP
Mergers and Acquisitions Associate
Sequeira Partners
Edmonton, AB
- Full-time
At Sequeira Partners, we are a dynamic and collaborative team specializing in M&A advisory services for both private and public companies across multiple industries. Our approach combines…
Added 1 month ago
SP
Mergers and Acquisitions Associate
Sequeira Partners
Calgary, AB
- Full-time
At Sequeira Partners, we are a dynamic and collaborative team specializing in M&A advisory services for both private and public companies across multiple industries. Our approach combines…
Added 1 month ago
KR
Junior Associate, Taxation
KINGSTON ROSS PASNAK LLP
Edmonton, AB
- Full-time
Gain expertise in International Financial Reporting Standards (IFRS) and/or Accounting Standards for Private Enterprise (ASPE), along with a deep understanding of the Canadian Income Tax…
Added 1 month ago
P
International Tax Services, Senior Associate
PwC
Calgary, AB
- Full-time
As an International Tax Services Senior Associate, you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high-quality client service and operational…
Added 1 month ago
F
Webber - HSEQ Specialist - Infrastructure Management
Ferrovial
Ottawa, ON · Kanata, ON
- Full-time
…Canada. Webber supports a wide range of project models to meet client needs, including traditional design bid build, design build, alternative delivery models and public private partnership…
Added 1 month ago
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Associate Program - Client Service (Montreal) - January 2027
Dialectica
Montreal, QC
- Full-time
The Client Service Team is the revenue epicentre of our business. As an Associate in the CST, you will need to think quickly and critically, conduct high-level research into industries and…
Added 1 month ago
MH
Intermediate Associate, Business Advisory
McGovern Hurley LLP
Toronto, ON · North York, ON
- $58,000 to $80,000 CAD / year
- Full-time
…compliance, and consulting services to publicly listed entities, private companies, and owner-managed businesses – locally, nationally, and…
Added 2 months ago
MF
Advisor Associate - Location is St John's NFLD
MD Financial Management | Gestion financière MD
St. John's, NL
- Full-time
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 1 month ago
SW
Advisor Associate MD Wealth - Sydney
Scotia Wealth Management
Halifax, NS
- Full-time
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 1 month ago
SW
Advisor Associate MD Wealth - Halifax
Scotia Wealth Management
Halifax, NS
- Full-time
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
SW
ScotiaMcLeod Investment Associate - Vancouver
Scotia Wealth Management
Vancouver, BC
- Full-time
As an Investment Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to…
Added 1 month ago
VC
Junior Data Developer
Vancouver Coastal Health
Vancouver, BC
- $35.37 to $50.85 CAD / hour
- Full-time
Be responsible for building and deploying data solutions and pipelines across on-premises, public, private, and hybrid cloud environments.
Added 1 month ago
Advisor Associate MD Wealth - Halifax
Scotiabank
Halifax, NS
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 1 month ago
Advisor Associate MD Wealth - Sydney
Scotiabank
Sydney Indian Reserve No. 28A, NS · Sydney, NS
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 1 month ago
UL
Associate Lawyer - Insurance Litigation
Urban Legal Recruitment Inc.
Calgary, AB
- Full-time
Our client is a dynamic and rapidly expanding global law firm specializing in key sectors such as insurance, transport, energy, infrastructure, and trade & commodities. With integrated…
Added 1 month ago
R
Client Service Associate
RBC
Montreal, QC
- Full-time
A top-performing private portfolio management team at RBC Dominion Securities is looking for a highly motivated and dynamic Client Service Associate. We seek a detail-oriented, proactive,…
Added 1 month ago
IP
Investment Associate
iA Private Wealth
Laval, QC
- Full-time
Are you a banker or mutual fund advisor who has built strong client relationships but feels limited by the traditional bank environment? We are looking for an ambitious Wealth Management…
Added 2 months ago
MH
Junior Associate, Business Advisory
McGovern Hurley LLP
Toronto, ON
- Full-time
…compliance, and consulting services to publicly listed entities, private companies, and owner-managed businesses – locally, nationally, and…
Added 1 month ago
SW
ScotiaMcLeod Administrative Associate - Victoria
Scotia Wealth Management
Victoria, BC
- Full-time
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
Added 1 month ago
RB
Client Service Associate
Royal Bank of Canada
Montreal, QC
- Full-time
A top-performing private portfolio management team at RBC Dominion Securities is looking for a highly motivated and dynamic Client Service Associate. We seek a detail-oriented, proactive,…

RBC

Client Service Associate

Montreal, QC, Canada

Full-time

This date has passed. Check with the employer before applying.

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Job details

Job type: Full-time
Listed closing date: Oct 13, 2026
Posting language: English
Posted: Sep 14, 2026

Original job description

Job Description

What is the opportunity?

A top-performing private portfolio management team at RBC Dominion Securities is looking for a highly motivated and dynamic Client Service Associate. We seek a detail-oriented, proactive, and driven professional who is passionate about delivering exceptional client experiences and building a career in wealth management. As a member of our team, you will support our high-net-worth clients by fostering strong relationships and ensuring seamless day-to-day operations. In this fast-paced and challenging environment, you will be the primary point of contact for clients and their professionals, handling inquiries, providing outstanding service, and assisting in the overall management of client accounts. The work arrangement is fully on-site at our Place Ville Marie office.

What will you do?

Deliver exceptional client service by handling incoming calls, emails, and requests in a professional, timely, and solutions-oriented manner.
Work closely with Client Relationship Managers to provide seamless operational and administrative support, ensuring the efficient management of client accounts.
Assist in preparing client reviews, reports, and other key deliverables to enhance client satisfaction.
Act as a liaison between clients and internal/external partners, ensuring smooth communication and resolution of inquiries.
Maintain a high level of accuracy, organization, and attention to detail in all client-related tasks.
Uphold and articulate the team's investment philosophy.

What do you need to succeed?

Must-have

Bachelor’s degree
Canadian Investment Regulatory Exam (CIRE)
At least two years of experience in wealth management, financial services, or similar client-focused industry
Strong ability to work under pressure while managing multiple priorities with a high level of accountability and reliability
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

Nice-to-have

Highly motivated team player who thrives in a fast-paced, dynamic, and collaborative environment
Passionate professional with excellent interpersonal skills who can build strong relationships with clients, colleagues, and partners
Meticulousness with exceptional organizational and time management skills
Problem solver with a proactive mindset who can anticipate client needs and find solutions efficiently

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.

Be part of a high-performing and client-focused team within one of the world’s leading financial institutions
A comprehensive Total Rewards Program, including competitive compensation, bonuses, flexible benefits, and RBC Share Purchase Plan
A dynamic and supportive work environment that values commitment, collaboration, and career growth

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:

2026-09-14

Application Deadline:

2026-10-13

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.

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 Client Service Associate will provide operational and administrative support to high-net-worth clients and relationship managers. They are responsible for handling client inquiries, managing account documentation, and ensuring seamless day-to-day service delivery.

Requirements

Candidates must hold a bachelor's degree and possess the Canadian Investment Regulatory Exam (CIRE) certification. At least two years of experience in wealth management or a similar financial services role is required, along with bilingual proficiency in English and French.

Skills

Client service
Wealth management
Financial services
Relationship management
Administrative support
Communication
Problem solving
Time management
Organizational skills
Attention to detail
Bilingualism
Accountability
Investment philosophy

Benefits

Competitive compensation
Bonuses
Flexible benefits
RBC Share Purchase Plan

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Client service
RBC Dominion Securities
CIRE
Financial services
Administrative support
Portfolio management
Client relations
Investment philosophy
Bilingual
Account management
Reporting
Operational support
High-net-worth clients

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