Posted yesterday
Operations Specialist
@ Royal Bank of Canada
Montréal, Quebec
Overview
Royal Bank of Canada is hiring an Operations Specialist for its RESP, RDSP and TFSA investigations team in Montréal. The role handles complex client transactions and servicing, acts as the escalation point for issues, and works shifts from 8:00 to 16:30, Monday to Friday, with overtime flexibility. The posting states full-time employment, 37.5 hours per week, a salaried position, and full benefits.
Responsibilities:
- Resolve complex client transactions for RESP, RDSP and TFSA
- Act as escalation and referral point for policy and procedure
- Process incoming client work across multiple channels
- Coach and educate team members on new approaches
- Meet established client service quality standards
Requirements summary:
- In-depth knowledge of RBC operations and Microsoft applications
- Strong knowledge of RESP, RDSP and TFSA products
- Analytical mindset and problem-solving skills
- Ability to work under pressure with tight deadlines
- Commutable distance to an RBC centre in Montréal
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · phenom
- Employer posting date
- 2026-11-09
- First seen by our source
- 2026-11-10
- Source record updated
- 2026-11-10
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Business operations |
| Hours per week | 37.5 |
| Schedule | day |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Perks mentioned | Flexible hours |
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 | 1,114 |
| View page |
Job Description
What is the opportunity?
As an Operations Specialist with the RESP, RDSP Registered Education Savings Plans (RESP)Registered Disability Savings Plan (RDSP)and TFSA ( Tax Free Savings Account Investment ) Investigations team, you will be responsible for the fulfillment and/or servicing of complex client transactions, using extensive knowledge of related RBC products and services. You will also assume ownership and personal accountability for resolution of any issues related to the specific group, function or process. You will act as a referral point for other team members for the applicable policy, process and procedure to support Client First and adherence to operational risk, compliance and AML (
Anti-Money Laundering) requirements.
What will you do?
- Act as a functional technical/product/operational expert (end-to-end process) and as the escalation/referral point of contact for sales and service environments
- Assuming ownership and accountability for the resolution of complex issues and concerns and provides value added input to ensure client experience is a key factor in day-to-day business processing
- Use problem solving tools and analysis techniques to break apart complex situations/problems in a systematic way, go beyond answering questions to identify issues
- Fulfill clients’ needs at first point of contact with incoming work received from sales and service partners through various channels: paper, e-mail; fax etc
- Work as an integral part of the team in introducing and educating people to new value-added approaches and follow established Coaching Routines and related activity to drive high performance and enhance client experience
- Continue reacting and adapting to changes as work required
- Process work volumes as measured through established service quality standards (e.g. Client Service Commitments) and work on several bank applications, e.g. sales platform; e-mail; on demand; in order to complete tasks
What do you need to succeed?
Must-have
- In-depth knowledge of RBC operations and related systems, including Microsoft applications and tools
- In-Depth knowledge of Investment Products (RESP,RDSP, and TFSA preferred) Registered Education Savings Plans (RESP)Registered Disability Savings Plan (RDSP)and TFSA (Tax Free Savings Account Investment)
- Must be within a commutable distance to one of our Centers
- Ability to work effectively under pressure and with tight deadlines, to maintain a superior level of customer service
- Proven effective analytical mindset and problem-solving skills
- In this role, you will communicate and interact frequently with RBC partners and/or employees located across Canada and/or worldwide.
- Ability to work with minimal supervision and deal with ambiguity
- Customer service orientated, with a demonstrated concern for quality and promotion of collaborative teamwork
- Ability to work shifts within the hours of 8h00 to 16h30, Monday to Friday, with flexibility to work overtime
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.
- Full-time RBC employee status with unlimited earning potential and full benefits
- Work with a dynamic, collaborative, progressive, and high-performing team
- Flexible work/life balance options
- Ability to make a difference and lasting impact
Job Skills
Additional Job Details
Address:
1 PLACE VILLE MARIE:MONTRÉALCity:
MontréalCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
PERSONAL & COMMERCIAL BANKINGJob Type:
RegularPay Type:
SalariedPosted Date:
2026-11-10Application Deadline:
2026-11-18Note: 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.
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