Financial Advisor - Personal & Small Business Banking

RBC; Terrebonne; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Total rewards program

World-class training

Career development opportunities

Job summary

RBC Financial Advisor role in Mascouche, QC requires delivering proactive, expert advice to high-value personal and small business clients across banking, investments and credit. You will nurture relationships, educate clients on digital tools, and collaborate with RBC partners to meet goals in both English and French.

Travel between RBC locations is expected as part of the role. Applicants should have Mutual Funds accreditation and Quebec Personal Finance Certification, 1–2 years of sales

Qualifications

• Mutual Funds accreditation and Quebec Personal Finance certificates required.
• 1–2 years of financial services sales experience.
• Bilingual in English and French is required.
• Digital literacy across devices is essential.

Responsibilities

• Provide proactive, professional advice across banking, investments and credit.
• Develop and maintain client relationships to grow business.
• Educate clients on digital tools and self-serve options.
• Collaborate with RBC partners to meet client needs and goals.
• Connect with clients both in person and virtually to build trust.

Skills

Client relationships

Sales experience

Digital literacy

Bilingual (English/French)

Education

Mutual Funds accreditation

Quebec Personal Finance Certificate

Job description

RBC Financial Advisor role in Mascouche, QC requires delivering proactive, expert advice to high-value personal and small business clients across banking, investments and credit. You will nurture relationships, educate clients on digital tools, and collaborate with RBC partners to meet goals in both English and French.

Travel between RBC locations is expected as part of the role. Applicants should have Mutual Funds accreditation and Quebec Personal Finance Certification, 1–2 years of sales