Posted 5 days ago
Client Solutions Specialist
@ RBC Dominion Securities Inc.
Montréal, Quebec
Overview
RBC Dominion Securities Inc. is hiring a full-time Client Solutions Specialist in Montréal to help clients transition to the right RBC platform across Québec City, Sherbrooke and Trois-Rivières branches. The work involves discovery calls, processing web and phone inquiries and coordinating with RBC teams. The posting states a 37.5-hour week and salaried pay, with a CIRO Investment Representative approval and bilingual English and French required.
Responsibilities:
- Conduct discovery calls to match clients with suitable RBC platforms
- Manage transition activities across three branches
- Process web and phone client inquiries within service levels
- Support investment advisory leave program
- Collaborate with RBC management and partner departments
Requirements summary:
- CIRO Investment Representative approval required
- English and French bilingualism required
- Minimum 2 years in financial services
- Strong time management and multitasking
- Proven client service track record
Tools & skills
Source and dates
Employer career site / ATS feed · workday
- Employer posting date
- 2026-11-01
- First seen by our source
- 2026-10-14
- Source record updated
- 2026-11-04
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Customer service |
| Experience | 2+ years |
| Hours per week | 37.5 |
| Travel | air: none · ground: moderate |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English, French |
| Licences & certifications | CIRO Investment Representative (IR) approval |
| Perks mentioned | Flexible hours, Performance bonus, Stock or equity, Paid training |
Summary and details written by AI from the posting; the employer’s posting is the authority.
RBC Dominion Securities Inc.
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources. For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and preserve their wealth through sound financial planning, trusted investment advice and unparalleled wealth management solutions. We are committed to providing advisors with the tools and support needed to scale their business. It’s why today, RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms. RBC Dominion valeurs mobilières a une vision simple : toujours mériter le privilège d’être le premier choix de ses clients pour la gestion de leur patrimoine. Pour ce faire, nous savons qu’il faut investir dans nos activités et veiller à ce que nos conseillers aient accès à des outils et à des ressources de pointe. Depuis plus de cent ans, nous aidons les particuliers, les familles, les entreprises, les fondations de bienfaisance et d’autres organisations à constituer un patrimoine et à le préserver grâce à une planification financière judicieuse, à des conseils de placement fiables et à des solutions de gestion de patrimoine sans pareilles. Nous nous faisons un devoir de fournir aux conseillers les outils et le soutien dont ils ont besoin pour augmenter leur volume d’affaires. C’est pourquoi RBC Dominion valeurs mobilières fait aujourd’hui partie des plus grandes sociétés de gestion de patrimoine et de placements à service complet du Canada. https://www.rbcds.com/en/about-us/ For information about our legal terms of use, please visit www.rbc.com/legal/#social_media.
- LinkedIn followers
- 55,794
- People associated on LinkedIn
- 6,107
- Reported office locations
- 155 Wellington Street West, Toronto, ON M5V 3K7, CA
- Other recorded names
- RBC Dominion Securities
- Specialties
- Investing and Portfolio Management
- Estate Planning
- Retirement Planning
- Business Financial Planning
- Not-For-Profit Organizations
- and High-Net-Worth Portfolios
- Profile identifies a recruitment agency
- No
At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources. For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and…
| Field | Value |
|---|---|
| Industry | Investment Management |
| Company size | 5,001-10,000 employees |
| Headquarters | Toronto, ON |
| Organization type | Public Company |
| Year founded | 1901 |
| Specialties | Investing and Portfolio ManagementEstate PlanningRetirement PlanningBusiness Financial PlanningNot-For-Profit Organizationsand High-Net-Worth Portfolios |
| Open jobs on Jobsy | 133 |
| View page |
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
Address:
1 PLACE VILLE MARIE:MONTRÉALCity:
MontréalCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedPosted Date:
2026-10-14Application Deadline:
2026-11-16Note: 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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