Financial Advisor: Personal & Small-Business Wealth

Royal Bank of Canada; Berthierville; On-site; CAD 65,000 - 90,000; Full time

Job summary

Royal Bank of Canada in Berthierville seeks an RBC Financial Advisor to attract, nurture, and grow relationships with high-value personal and small business clients. You provide proactive, professional advice across everyday banking, investments and credit, and collaborate with RBC partners to help clients achieve their goals and key life events.

You will travel between branch locations as a condition of employment, offering expert advice while championing digital enablement and client

Qualifications

• Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course) required.
• Quebec Certificate of Achievement - Personal Finance (CSI) required (as applicable).
• 1–2 years of proven sales experience in financial services, handling credit and investments.

Responsibilities

• Provide proactive, professional advice across everyday banking, investments and credit.
• Uncover client needs and deliver client-centric solutions at first point of contact.
• Collaborate with RBC partners to meet clients’ financial goals and life events.
• Educate clients on digital self-serve options while delivering personalized advice.
• Build trust and long-term relationships through effective contact and relationship strategies.
• Partner with financial planning, retirement planning, mortgages and business banking experts.

Skills

Client Centricity

Communication

Critical Thinking

Curious Mindset

Education

Mutual Funds accreditation

Quebec Personal Finance certificate

Job description

Royal Bank of Canada in Berthierville seeks an RBC Financial Advisor to attract, nurture, and grow relationships with high-value personal and small business clients. You provide proactive, professional advice across everyday banking, investments and credit, and collaborate with RBC partners to help clients achieve their goals and key life events.

You will travel between branch locations as a condition of employment, offering expert advice while championing digital enablement and client