Client Solutions Specialist

Job Description

What is the opportunity?

RBC Dominion Securities (RBC DS) is hiring a Client Solutions Specialist (CSS) to help transition clients to their ideal RBC platform while contributing to Wealth Management Canada's success. Based in Montréal, you will engage with clients across three branches—Québec City, Sherbrooke, and Trois-Rivières—manage web and phone inquiries, and work collaboratively with RBC teams to ensure smooth transitions and excellent service.

What will you do?

• Conduct in-depth discovery calls with clients to assess needs and identify the most suitable RBC platform or department for their circumstances.
• Manage a portfolio of transition activities across three assigned RBC DS branches: Québec City, Sherbrooke, and Trois-Rivières.
• Process inbound client inquiries originating from the RBC Wealth Management Canada digital platform and phone channels, achieving timely resolution within established service level agreements.
• Facilitate smooth client transitions between RBC platforms, maintaining detailed activity records in the contact management system.
• Execute branch presentations to communicate the CSS program value proposition and transition process.
• Develop and maintain strong collaborative relationships across RBC DS management, advisory teams, and partner departments.
• Administer and provide ongoing support for the investment advisory leave program.
• Contribute to firm-wide Wealth Management Canada initiatives and strategic projects.

What do you need to succeed?

Must-have

• CIRO Investment Representative (IR) approval
• 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
• Minimum of 2 years of professional experience within the financial services industry
• Superior time management, organizational, and multi-tasking capabilities
• Demonstrated ability to build and maintain cross-functional relationships
• Client service experience with a proven track record

Nice-to-have

• CIRO Registered Representative (RR) approval
• Knowledge of RBC's comprehensive product suite (RBC Direct Investing, RBC InvestEase, RBC Royal Bank, RBC Dominion Securities, RBC Insurance, etc.)

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.

• Access world-class training, mentorship, and opportunities to shape your path in financial services.
• Competitive compensation, performance bonuses, flexible benefits, and equity programs tailored to your ambitions.
• Contribute to a culture of progressive thinking, community prosperity, and client success.
• Collaborate with high-performing, innovative peers who champion mutual success and inclusive excellence.

Job Skills

Additional Job Details

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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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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.