Travel-Ready Banking Advisor for Personal & Business Finance

RBC; Longueuil; On-site; CAD 55,000 - 90,000; Full time

Job summary

RBC is seeking a Financial Advisor to attract, nurture, and grow relationships with high-value personal and small business clients. You will provide proactive, professional advice across everyday banking, investments and credit, collaborating with RBC partners to help clients achieve their goals.

Success requires travel or work from RBC locations as needed, with a focus on building trust, delivering client-centric solutions, and driving growth in the local community through a comprehensive

Qualifications

• 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 (smartphones, tablets, laptops)
• Bilingualism (English and French) required, as you will regularly serve 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 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

Skills

Client Centricity

Communication

Critical Thinking

Curious Mindset

Digital literacy

Bilingual English/French

Education

Mutual Funds accreditation (IFC or CSC)

Certificate of Achievement – Personal Finance (Quebec)

Job description

RBC is seeking a Financial Advisor to attract, nurture, and grow relationships with high-value personal and small business clients. You will provide proactive, professional advice across everyday banking, investments and credit, collaborating with RBC partners to help clients achieve their goals.

Success requires travel or work from RBC locations as needed, with a focus on building trust, delivering client-centric solutions, and driving growth in the local community through a comprehensive