Banking Advisor (On-Site)

National Bank; Sainte-Adèle; On-site; CAD 31,000 - 43,000; Full time

Job summary

RBC is seeking a Financial Advisor to attract, nurture and grow relationships with high-value personal and small business clients. You will provide proactive, professional advice across banking, investments and credit and work with RBC partners to meet clients' goals and life events.

You will demonstrate empathy in all client interactions, uncover needs, and deliver client-centric solutions while guiding clients to digital self-serve options when appropriate.

Qualifications

• Must-have: Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
• Québec – Certificate of Achievement – Personal Finance (Quebec)
• 1–2 years of proven sales experience in financial services (credit and investments)
• Ability to build trust and maintain long-term client relationships
• Digital literacy across devices
• Bilingual in English and French

Responsibilities

• Demonstrate empathy and understanding in interactions with clients and colleagues
• Deliver client-centric advice and solutions
• Collaborate with RBC partners to meet clients' financial needs
• Provide education on complex credit and investments to suit client circumstances
• Encourage digital self-service while maintaining advisory support
• Use technology to connect with clients both virtually and in person
• Build and maintain new client relationships in the local community
• Coordinate with financial planning, retirement planning, mortgages, and business banking experts

Skills

Client centricity

Communication

Critical thinking

Curious mindset

Education

Mutual Funds accreditation

Quebec – Certificate of Achievement – Personal Finance

Job description

Please note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the "Job Available at Other Locations" section of this job posting.As p...

Part-time +1

Permanent

Heures de travail: 35 to 40 hours per week.No degree, certificate or diploma.Direct and control daily operations.Plan and organize daily operations.Manage staff and assign duties.Study market resea...

CA$37,000.00 yearly

Full-time +2

Advisory services, Mortgage products.Blainville, Bromont, Chicoutimi, Cowansville, Dolbeau-Mistassini, Farnham, Gatineau, Granby, Greenfield Park, Laval, Levis, Magog, Montreal, Quebec, Rimouski, R...

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Please note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the "Job Available at Other Locations" section of this job posting.

As part of RBC’s commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel or work from any RBC location listed in this section is a condition of employment.

What is the opportunity?

As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. As an expert advisor, you have a breadth and depth of expertise across everyday banking, investments and credit, with the ability to fulfill on a robust Advice Experience on both complex personal and business needs.

What will you do?

Consistently demonstrate empathy, kindness and take the time to understand circumstances, motivators and concerns in all interactions with colleagues and clients

Communicate effectively to uncover client needs, deliver client centric advice, solutions and proactively resolve client concerns at first point of contact

Use your own advice capabilities, and those of the right partner in the RBC ecosystem to meet our clients entire suite of financial needs, both personal and business

Provide professional advice and education with an ability to address complex credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstances

Champion digital enablement by proactively educating our clients to self-serve, while leading with advice, serving through digital where possible and encouraging our clients to interact with us in our channel of choice.

Make good use of technology to connect with clients both virtually and face to face

Implement effective contact and relationship building strategies, that accelerate new client acquisition and retention in your local community

Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert advice

What do you need to succeed?

Must-have

Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)

Quebec – Completed Certificate of Achievement – Personal Finance, offered through the Canadian Securities Institute (i.e., Fundamentals of Personal Finance – Quebec, Investment and Taxation Fundamentals – Quebec, Insurance and Retirement – Quebec)

1-2 years of proven sales experience in the financial services industry, handling credit and investments

Demonstrated ability to build trust and maintain long-term client relationships

Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)

Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.

Nice-to-have

Active in developing a solid network in the local community

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 including bonuses and flexible benefits, competitive compensation.

A world-class training program in financial services

Excellent career development and access to a variety of job opportunities across business and geographies

Leaders who support your development through coaching and managing opportunities

Work in a dynamic, collaborative, progressive, and high-performing team

Job Skills

Client Centricity, Communication, Critical Thinking, Curious Mindset

Additional Job Details

Address

City

Country

Canada

Work hours/week

37.5

Employment Type

Full time

Platform

PERSONAL & COMMERCIAL BANKING

Job Type

Regular

Pay Type

Posted Date

2025-11-01

Application Deadline

2026-09-01

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.