Bilingual Financial Advisor — Travel & Local Clients

Uber Eats; Val-Morin; Hybrid; CAD 50.000 - 150.000; Vollzeit

Zusammenfassung

RBC in Canada is seeking a licensed Financial Advisor to attract, nurture, and grow relationships with high-value personal and small business clients. You will provide proactive, professional advice and collaborate with RBC partners to help clients achieve their goals and life events.

You will handle everyday banking, investments, and credit with an advisory approach. You will travel or work from multiple RBC locations as required, and you will educate clients on digital tools while promoting

Qualifikationen

• 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 financial services, handling credit and investments.
• Demonstrated ability to build trust and maintain long-term client relationships.
• Digital literacy across devices (smartphones, tablets, laptops, etc.).
• Bilingualism (English and French) required, as you will regularly serve clients in both languages.

Aufgaben

• Consistently demonstrate empathy and understanding in all client interactions.
• Communicate effectively to uncover client needs and deliver client-centric advice.
• Collaborate with RBC partners to meet clients' financial needs across banking, investments and credit.
• Provide professional advice addressing complex credit and investments and tailor solutions to client circumstances.
• Promote digital enablement and encourage self-serve while offering expert advice.
• Use technology to connect with clients both virtually and in person.
• Develop and implement relationship-building strategies to grow new and existing client base.
• Coordinate with market professionals to provide customized financial planning and advice.

Kenntnisse

Client Centricity

Communication

Critical Thinking

Curious Mindset

Ausbildung

Mutual Funds accreditation

Quebec Personal Finance Certificate (CI)

Jobbeschreibung

RBC in Canada is seeking a licensed Financial Advisor to attract, nurture, and grow relationships with high-value personal and small business clients. You will provide proactive, professional advice and collaborate with RBC partners to help clients achieve their goals and life events.

You will handle everyday banking, investments, and credit with an advisory approach. You will travel or work from multiple RBC locations as required, and you will educate clients on digital tools while promoting