Senior Banking Advisor: Client-Centric Financial Solutions

RBC; Beaconsfield; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Bonuses and flexible benefits

Job summary

RBC Beaconsfield is seeking a Financial Advisor to attract, nurture, and grow relationships with high‑value personal and small business clients, delivering proactive financial guidance across banking, investments and credit. You will collaborate with RBC partners to help clients reach key life goals with trusted, expert advice.

The role requires travel to RBC locations as needed, a strong sales background in financial services, and fluency in English and French.

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.
• 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

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 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

Skills

Mutual Funds accreditation

Education

Quebec Certificate of Achievement – Personal Finance (CSI)

Job description

RBC Beaconsfield is seeking a Financial Advisor to attract, nurture, and grow relationships with high‑value personal and small business clients, delivering proactive financial guidance across banking, investments and credit. You will collaborate with RBC partners to help clients reach key life goals with trusted, expert advice.

The role requires travel to RBC locations as needed, a strong sales background in financial services, and fluency in English and French.