Associate, Financial Planning - Québec

Job summary

Support Financial Planners with client meeting preparation, banking and investment solutions, administrative tasks, and resolution of client requests. Identify client needs and referral opportunities, improve team efficiency, maintain accurate documentation, and follow policies and procedures to manage operational risk.

Job details

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. 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.

What you’ll do

Support Financial Planners with client meeting preparation, banking and investment solutions, administrative tasks, and resolution of client requests. Identify client needs and referral opportunities, improve team efficiency, maintain accurate documentation, and follow policies and procedures to manage operational risk.

Requirements

Requires mutual funds accreditation, direct client experience in personal lending, investments, and general banking, and proficiency with Microsoft Office and specified RBC systems. Candidates must communicate effectively in English and French, manage competing priorities, solve problems, and work independently and collaboratively.

Benefits

• Competitive Compensation
• Bonuses
• Flexible Benefits
• Career Advancement Opportunities
• Coaching And Development Opportunities

Listed skills

• Problem solving · Preferred
• Collaboration · Preferred
• Communication · Preferred
• Multitasking · Preferred
• Microsoft Office · Preferred
• Critical Thinking · Preferred
• Prioritization · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client Support
• Financial Planning Support
• Personal Lending
• Investment Products
• General Banking
• Client Relationship Management
• Communication
• Problem-Solving
• Critical Thinking
• Multitasking
• Prioritization
• Microsoft Office
• Digital Literacy
• Mutual Funds
• Operational Risk Management
• Collaboration
• Sales Support
• Rapport Building
• Workplace Inclusivity
• Curiosity
• Willingness To Learn
• Bilingual (French/English)
• Ethical Standards And Conduct
• Planning
• Investments
• Continuous Improvement Process
• Due Diligence
• Sales
• Financial Services
• Financial Planning
• Leadership
• Innovation
• Problem Solving
• Operational Risk
• Coaching
• Securities (Finance)

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support
• Administrative
• Financial Planning Associate
• Investment Fund Manager
• Financial and Investment Advisers
• Investment Fund Managers
• Financial Managers

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