Client Solutions Specialist- En

Come Work with Us!

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title

Client Solutions Specialist | Spécialiste, Solutions clientèle

What is the opportunity?

RBC Dominion Securities (RBC DS) is currently seeking a Client Solutions Specialist (CSS) to join the Québec team as well as work on firmwide initiatives. Proactively working with several RBC DS branches within the region, the CSS role is designed to help transition RBC DS clients to the home of best fit within RBC.

What will you do?

• Assist as the main point of contact within the CSS team regarding the investment advisory leave program
• Ensure client inquires and administrative tasks are acted upon in a timely and efficient manner and that all activity is recorded in the contact management system
• Reach out to clients and engage in deep discovery discussions
• Develop strong collaborative relationships with colleagues across all RBC platforms
• Determine the most suitable department of RBC for each client and ensure a smooth transition when referring to partners
• Engage in RBC DS branch presentations regarding the CSS program
• Connect with potential clients who communicate by phone or email through the RBC Wealth Management website and assess their fit for this platform or another department of RBC
• Act as a backup for other CSS colleagues across the country, when required
• Liaise with RBC DS management and advisory teams to facilitate client transitioning

What do you need to succeed?
Must-have

• Flexibility of schedule as there may be a need to support other regions across the country
• Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH), preferably actively approved by IIROC as a registered and licensed Investment Representative (IR)
• 2 years or more of professional experience within the financial services industry
• Fluency in French and English in order to serve our clients in the community with English-speaking needs
• Dedication to teamwork and collaboration
• Superior time management, organizational, and multi-tasking skills
• Client service experience

Nice-to-have

• Knowledge of the investment products and service offerings among all RBC platforms (e.g., RBC Direct Investing, RBC InvestEase, RBC Royal Bank, RBC Dominion Securities, RBC Insurance, etc.)
• Approval by IIROC as a duly registered and licensed Registered Representative (RR)

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.

• Ability to make a difference and lasting impact
• Ability to work from home 50% of the time
• Work in a dynamic, collaborative, progressive, and high-performing national team
• A comprehensive Total Rewards Program, including bonuses, flexible benefits, and competitive compensation
• Leaders who support your development through coaching and managing opportunities
• Opportunities to do challenging work

Job Summary
Address:
MONTRÉAL, Quebec, Canada
City:
CAN-QC-MONTRÉAL
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
Wealth Management
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2023-08-14
Application Deadline:
2023-09-04
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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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 rbc.com/careers.