# Associate, Royal Distinction at RBC

RBC is hiring an Associate, Royal Distinction in Montreal, Canada. Level rates it Little AI ●○○○; you can [apply on Level](https://jobsbylevel.com/go/9d1055ff-7dfb-421b-beb1-890804cc85cb?utm_medium=ai-agent).

AI Level 1, AI centrality 38 out of 100. MONTRÉAL, Quebec, Canada.

## Details

- Company: [RBC](https://jobsbylevel.com/companies/rbc)
- AI level: AI Level 1 (score 38 out of 100)
- Location: MONTRÉAL, Quebec, Canada
- Posted: October 15, 2026
- Apply: https://jobsbylevel.com/go/9d1055ff-7dfb-421b-beb1-890804cc85cb?utm_medium=ai-agent

## Description

Job Description What is the opportunity? RBC Direct Investing (RBC DI) is a "do-it-yourself" online brokerage that empowers clients to access capital markets and investment products through multiple digital and service channels. As an investment dealer and distribution business, RBC DI manages integrated digital, sales, and contact centre capabilities; including online platforms, mobile applications, investor centres, and investment services representatives to deliver seamless client experiences across all distribution touchpoints. Associate, Royal Distinction will service High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients, primarily those anchored with our Royal Distinction program. The Associate will drive both service excellence and client acquisition across complex personal and non-personal account types, directly contributing to team performance and business growth. What will you do? Deliver an Exceptional Client Experience: Establish yourself as the relationship hub by partnering strategically with the Royal Distinction team, responding to service and administrative requests promptly, and serving as the anchor point for HNW and UHNW client service escalations. Ensure clear value communication by articulating RBC DI's value proposition and strategic vision to clients and partners, positioning RBC DI as their preferred investment platform. Deliver specialized expertise and superior outcomes by providing expert support in complex processes, applying advanced technical knowledge, and consistently exceeding service and professionalism standards on RBC DI’s products and services. Lead with exceptional service delivery by modeling a service mindset that consistently demonstrates your commitment to supporting team members and their clients with outstanding care and attention. Client Acquisition and Growth: Drive strategic and financial performance by actively supporting the Regional Head in achieving regional objectives and delivering measurable business results. Accelerate client confidence and platform adoption by proactively engaging clients with value-added insights and education, enabling them to maximize RBC DI's leading online platform and become confident self-directed investors. Capture partnership-driven growth opportunities by positioning yourself as a key contact for incoming new business referrals from RBC partners, converting referrals into long-term client relationships. Develop and refine productive internal and external partnerships and explore new business opportunities to support the continued growth of the RBC DI business Provide direct client feedback and experiences to Manager and Head Office to support strategy initiatives. Continuously Developing My Capabilities: Navigate complex client situations with expertise by developing the capability to handle specialized situations outside standard practice, collaborating effectively with DI Senior Relationship Managers and internal partners across Wealth Management, Private Banking, Commercial Banking, RBC Capital Markets, RBC Dominion Securities, and RBC Executives. Build a change-ready mindset by actively embracing continuous learning, proactively acquiring knowledge and skills that enable you to adapt to evolving business needs and drive organizational success. Maintain professional credentials and competency by ensuring your skills, knowledge, and accreditations remain current and exceed position requirements, positioning yourself as a trusted expert. What do you need to succeed? Must haves: Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs. Minimum (required within 6 months): o Canadian Investment Regulatory Exam (CIRE) 2-4 years of experience in investment industry acting as an Investment Representative (IR), Associate (IAA) or higher capacity Working Knowledge of Excel, Word and PowerPoint Preference made to

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/associate-royal-distinction-at-rbc-58671c

Source: https://jobsbylevel.com/jobs/associate-royal-distinction-at-rbc-58671c

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Level. https://jobsbylevel.com/jobs/associate-royal-distinction-at-rbc-58671c.

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