Job Description

What is the opportunity?

The selected candidate will be responsible of the fulfillment of transactions within Investment Transfers. You will utilize your excellent communication skills to address transfers related matters with various internal and external partners. As a professional, representing RBC and its values, you will use your communication skills when dealing with other Financial Institutions to address and resolve issues related to the transfer requests. You will use your experience with Process review and simplification to evaluate current procedures and provide recommendations on improving processing time and efficiency.

What will you do?

Delivers excellent service to our clients every time; focusing on doing what is best for our clients and the organization - making it Simpler, Faster, Better.
Focus on attaining established benchmarks for complex and/or specialized client activities, transactions and/or processes, contributing to achievement of business specific Client Service Commitments (CSC’s) and/or Service Level Agreement (SLA)
Consistently demonstrates a sense of urgency in daily activities understanding the importance and impact of personal actions on achieving a superior client experience.
Responsible for successful fulfillment and servicing of complex transactions and/or investigations.
Ensure process/controls are in place and are being followed.
Analyzes non-standard and/or specialized transactions.
Provides professional, attentive and accurate service when dealing with both clients and staff. Demonstrates commitment to taking ownership & accountability at first point of contact and ensuring appropriate escalation as required

What do you need to succeed?

Must-have

Strong background with the use of window-based computer applications such as Word and Excel combined with accurate keyboarding skills
Proven analytical mindset and problem-solving skills
Demonstrate ability to adapt to an ever-changing environment
Maintaining a detail-oriented approach while working in a high volume environment
Adaptability
Excellent communication skills – written and verbal.
In this role, you will communicate and interact frequently with RBC partners and/or employees located across Canada and/or worldwide.

Nice to have:

Investments knowledge
Experience working with Sales Platform, RBIS, Unitrax, etc.
Bilingual (English and French), both written and spoken
Experience with RPA; Lean Six Sigma
Knowledge of/exposure to lines of business: RBC Retail Branches, Direct Investing
Bilingualism (English and French)

Job Skills

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÉAL

City:

Montréal

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-05-25

Application Deadline:

2026-06-09

Note: 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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