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Financial Advisor- EN

RBC

Granby

On-site

CAD 50,000 - 70,000

Full time

10 days ago

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Job summary

A major financial institution is seeking a Financial Advisor in Granby, Canada. The role involves nurturing client relationships and providing expert financial advice. Candidates must be bilingual and have experience in sales within the financial services sector. This full-time position offers competitive compensation and extensive training opportunities.

Benefits

Comprehensive Total Rewards Program including bonuses
World-class training program in financial services
Excellent career development opportunities
Supportive leadership for professional growth

Qualifications

  • 1-2 years of proven sales experience in the financial services industry.
  • Demonstrated ability to build trust and maintain long-term client relationships.
  • Digital literacy across a broad range of devices.
  • Bilingualism (English and French) is required.

Responsibilities

  • Attract, nurture, and grow relationships with high-value personal and small business clients.
  • Provide clients with proactive, professional advice.
  • Collaborate with RBC partners to help clients achieve their goals.
  • Communicate effectively to uncover client needs.
  • Champion digital enablement by educating clients.

Skills

Client Centricity
Communication
Critical Thinking
Curiosity

Education

Mutual Funds accreditation
Certificate of Achievement – Personal Finance
Job description
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 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 their 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?
  • 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, Curiosity

Address

195 RUE PRINCIPALE:GRANBY

City

Granby

Country

Canada

Work hours/week

37.5

Employment Type

Full time

Platform

PERSONAL & COMMERCIAL BANKING

Job Type

Regular

Pay Type

Salaried

Posted Date

2025-11-01

Application Deadline

2026-03-01

Equal Opportunity Employment Statement

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.

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