Financial Advisor - Build Client Wealth & Goals

Rogers; Morin-Heights; Remote; CAD 65,000 - 105,000; Full time

Benefits offered by this job

Total Rewards Program

Bonuses

Flexible benefits

World-class training

Career development

Job summary

RBC is seeking an experienced 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, partnering with RBC experts to meet client goals.

You will travel or work from RBC locations as needed, delivering trusted financial guidance while supporting the client experience with a modern, digital-first approach.

Qualifications

• 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]
• job_responsibilities_description":["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
• CoT_job_summary_short:
• COMPANY NAME: RBC
• KEY POINTS: Financial Advisor role, bilingual English/French, travel to RBC locations, strong client relationships
• job_summary_short
• <p>RBC is seeking an experienced 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, partnering with RBC experts to meet client goals.</p><p>You will travel or work from RBC locations as needed, delivering trusted financial guidance while supporting the client experience with a modern, digital-first approach.</p>
• contract_type
• fulltime
• location_type
• on site
• remote_scope":null
• perks
• [{"name":"Total Rewards Program"},{"name":"Bonuses"},{"name":"Flexible benefits"},{"name":"World-class training"},{"name":"Career development"}]
• stated_min":null,
• stated_max":null,
• stated_absolute":null,
• salary_estimation_cot
• RBC Financial Advisor in Canada: base salary plus performance-based OTE; typical total compensation ranges from CAD 65k–105k yearly depending on geography and targets.
• estimated_low
• 65000
• estimated_medium
• 85000
• estimated_high
• 105000
• currency
• CAD
• frequency
• yearly
• bonus":null,
• tax
• gross
• application_email":null,
• job_end_date
• 2026-12-31
• contact_person":null,
• hiring_department_name
• Personal & Commercial Banking

Responsibilities

• 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

Skills

Client Centricity

Communication

Critical Thinking

Curious Mindset

Education

Mutual Funds accreditation

Job description

RBC is seeking an experienced 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, partnering with RBC experts to meet client goals.

You will travel or work from RBC locations as needed, delivering trusted financial guidance while supporting the client experience with a modern, digital-first approach.