Royal Distinction Associate

Elevate client relationships with RBC Direct Investing as a Royal Distinction Associate in Montréal. Engage with High-Net-Worth clients and deliver exceptional service every day.

This full-time role will focus on offering premium service to High-Net-Worth and Ultra-High-Net-Worth clients within RBC DI's Royal Distinction program. You'll leverage your investment industry expertise, show advanced problem-solving skills, and help clients achieve their financial goals through quality interactions, all while driving client acquisition and business growth.

Key Responsibilities:

• Respond promptly to HNW and UHNW client inquiries

• Deliver exceptional client experiences with clear value communication

• Provide specialized expertise on investment products and services

• Support regional objectives for business growth

• Develop internal and external business partnerships

Requirements:

• Bilingualism in English and French is required

• 2-4 years of investment industry experience

• Knowledge of Excel, Word, and Power Point

• Preferred:
Derivatives Fundamentals Course or similar licenses

• Must achieve Canadian Investment Regulatory Exam within 6 months

Utilize your bilingual communication skills and investment knowledge to foster lasting relationships with clients at RBC Direct Investing in Montréal.