Job Description
Job Description
What is the opportunity?
The selected candidate will be responsible of the fulfillment of transactions within the RESP/RDSP Maintenance team. The functions within the team encompass RESP/RDSP transfers, the Student Partner Program/International Student program along with various regulatory reports. The selected candidate will complete transactions within strict deadlines while providing an exceptional client experience. The candidate will acquire extensive Investment knowledge and will also act as a referral point for other team members for the applicable policy, process and procedure. The business hours are Monday – Friday, from 8:30 AM – 5:00 PM.
This role is an Agent of the Future (AOTF) Role - meaning it’s a hybrid role where employees assists Investments teams cross functionally.
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)
• Employee will participate in the Operations Center Incentive program and must meet minimum performance thresholds set by the team/peer group
• 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 and accountability at first point of contact, ensuring appropriate escalation when required.
What do you need to succeed?
Must-have
• Investment Knowledge
• Utilizes knowledge and experience of diverse RBC products, processes and services to process RBC client transactions.
• Exercises due diligence in following RBC operational risk policies, procedures, standards and guidelines.
• Takes full accountability for quality and accuracy of day to day job responsibilities, tasks and activities
• Ensure a balanced focus on client experience, efficiency/effectiveness and operational risk/compliance
• Ability to work in a high-volume department with strict deadlines
• Bilingualism (English and French) required, as you will regularly do business with RBC partners and/or employees across Canada with English and French speaking needs.
Nice to have:
• Knowledge of RESP/RDSP/IA/GIC Products/ Reports
• Strong computer skills with the ability to navigate between multiple systems.
• Have experience working with CART, Application Launch Pad, On demand, Unitrax
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.
• A comprehensive Total Rewards Program
• Leaders who support your development
• Ability to make a difference and lasting impact
• Work in a dynamic collaborative progressive and high performing team
• Opportunity to take on progressively greater accountabilities
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:
2025-12-23
Application Deadline:
2026-02-17
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At 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 d
What is the opportunity?
The selected candidate will be responsible of the fulfillment of transactions within the RESP/RDSP Maintenance team. The functions within the team encompass RESP/RDSP transfers, the Student Partner Program/International Student program along with various regulatory reports. The selected candidate will complete transactions within strict deadlines while providing an exceptional client experience. The candidate will acquire extensive Investment knowledge and will also act as a referral point for other team members for the applicable policy, process and procedure. The business hours are Monday – Friday, from 8:30 AM – 5:00 PM.
This role is an Agent of the Future (AOTF) Role - meaning it’s a hybrid role where employees assists Investments teams cross functionally.
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)
• Employee will participate in the Operations Center Incentive program and must meet minimum performance thresholds set by the team/peer group
• 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 and accountability at first point of contact, ensuring appropriate escalation when required.
What do you need to succeed?
Must-have
• Investment Knowledge
• Utilizes knowledge and experience of diverse RBC products, processes and services to process RBC client transactions.
• Exercises due diligence in following RBC operational risk policies, procedures, standards and guidelines.
• Takes full accountability for quality and accuracy of day to day job responsibilities, tasks and activities
• Ensure a balanced focus on client experience, efficiency/effectiveness and operational risk/compliance
• Ability to work in a high-volume department with strict deadlines
• Bilingualism (English and French) required, as you will regularly do business with RBC partners and/or employees across Canada with English and French speaking needs.
Nice to have:
• Knowledge of RESP/RDSP/IA/GIC Products/ Reports
• Strong computer skills with the ability to navigate between multiple systems.
• Have experience working with CART, Application Launch Pad, On demand, Unitrax
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.
• A comprehensive Total Rewards Program
• Leaders who support your development
• Ability to make a difference and lasting impact
• Work in a dynamic collaborative progressive and high performing team
• Opportunity to take on progressively greater accountabilities
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:
2025-12-23
Application Deadline:
2026-02-17
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At 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 d
💡 Quick Summary
Seeking a career-building opportunity? The Operations Officer- EN position is now open for candidates interested in the Admin Executive sector. This role in Montréal offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Admin Executive is a plus.
