Job Description

What is this opportunity?

In this role you will be responsible for the successful fulfillment and servicing of Estate settlement transactions. The successful candidate consistently acts upon*‘continuous improvement’ activities*and creates win-win situations to ensure a clear balance between the client experience and mitigation of operational/compliance risk with full alignment to CB Operations business objectives and RBC's vision. In this role you will use training, knowledge and experience of diverse RBC products, processes and services.

What will you do?

• Delivers excellent service to our clients every time; focusing on doing what is best for our clients and the organization - making it Simpler, Faster, Better
• Focus on attaining established benchmarks for complex and/or specialized client activities, transactions and/or processes, contributing to achievement of business specific Client Service Commitments (CSC’s) and/or Service Level Agreement (SLA)
• Employee must meet minimum performance thresholds set by your team/group
• Consistently demonstrates a sense of urgency in daily activities understanding the importance and impact of personal actions on achieving a superior client experience
• Responsible for successful fulfillment and servicing of Estate settlement transactions**.**
• Ensure process/controls are in place and are being followed
• Analyzes non-standard and/or specialized transactions
• Provides professional, attentive and accurate service when dealing with both clients and staff**.**Demonstrates commitment to taking ownership & accountability at first point of contact and ensuring appropriate escalation as required

What do you need to succeed?

Must-have

• Bilingualism (English and French) required, as you will regularly do business with partners across Canada
• Completion of Post-Secondary Degree or Diploma program
• Strong background with the use of Window based computer applications such as Word and Excel combined with accurate keyboarding skills
• Proven analytical mindset and problem solving skills
• Demonstrate ability to adapt to an ever changing environment
• Maintaining a detail oriented approach while working in a high volume environment
• Adaptability

Nice to have:

• Knowledge of Registered products
• Knowledge of EMS system
• Have experience working with Estate Management System, CART, RBIS, Application Launch Pad, On demand, Service Platform, Sales Platform

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
• Leaders who support your development
• Work in a dynamic collaborative progressive and high performing team
• Opportunity to take on progressively greater accountabilities

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:

2026-03-13

Application Deadline:

2026-03-28

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.

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.