Posted 13 days ago
Client Solutions Specialist
@ Royal Bank of Canada
Montréal, Quebec
Overview
Royal Bank of Canada is hiring a Client Solutions Specialist for RBC Dominion Securities in Montréal, serving clients across Québec City, Sherbrooke and Trois-Rivières. The role runs discovery calls, transitions clients between RBC platforms and handles inbound web and phone inquiries. The posting states a full-time, 37.5-hour week, a salaried position, and that bilingual English and French is required.
Responsibilities:
- Mener des appels de découverte pour cerner les besoins des clients
- Gérer les transitions de clients entre plateformes RBC
- Traiter les demandes entrantes par web et téléphone
- Tenir à jour les dossiers d'activité dans le système de gestion des contacts
- Participer aux initiatives de Gestion de patrimoine Canada
Requirements summary:
- Approbation CIRO comme représentant en placement (IR)
- Bilinguisme français et anglais requis
- Minimum de 2 ans d'expérience en services financiers
- Excellente gestion du temps et organisation
- Expérience démontrée en service à la clientèle
- Approbation CIRO comme représentant inscrit (RR) un atout
Tools & skills
Source and dates
Employer career site / ATS feed · phenom
- Employer posting date
- 2026-10-24
- First seen by our source
- 2026-10-15
- Source record updated
- 2026-11-02
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 |
| Schedule | day |
| Travel | air: none · ground: minimal |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English, French |
| Licences & certifications | CIRO Investment Representative (IR), CIRO Registered Representative (RR) |
| 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.
Royal Bank of Canada
Stock listing: TSX:RY · NYSE:RY · Source checked: 2026-11-02
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
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact. http://rbc.com/legalstuff. La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social. https://www.rbc.com/conditions-dutilisation/
- LinkedIn followers
- 932,626
- People associated on LinkedIn
- 96,867
- Reported office locations
- 200 Bay Street, Toronto, Ontario M5J 2J5, CA
- 1 Place Ville-Marie, Montreal, QC H3B 1Z3, CA
- 2 Park St, Sydney, NSW 2000, AU
- 100 Bishopsgate, London, England EC2N 4AA, GB
- Persiaran Apec, Cyberjaya, Selangor 63000, MY
- 60 S 6th St, Minneapolis, MN 55402, US
- Business categories
- Wealth Management
- Commercial Lending
- Finance
- Banking
- Payments
- Asset Management
- Insurance
- Lending
- Financial Services
- Financial Exchanges
- Other recorded names
- Royal Bank of Canada
- RBC
- Specialties
- finance
- banking
- investing
- insurance
- financial planning
- wealth management
- and capital markets
- Profile identifies a recruitment agency
- No
- Reported total investment
- 22,251,000
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market…
| Field | Value |
|---|---|
| Industry | Banking |
| Company size | 10,001+ employees |
| Headquarters | Toronto, Ontario |
| Organization type | Public Company |
| Specialties | financebankinginvestinginsurancefinancial planningwealth managementand capital markets |
| Open jobs on Jobsy | 1,082 |
| 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:
2026-11-02Note: 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.
Journal
Only you can see this. Kept on this device, and in your account when you sign in.