Travel-Ready Banking & Investments Advisor

RBC; Outaouais; Presencial; CAD 52.000 - 76.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Total Rewards Program

World-class training program

Career development opportunities

Descripción de la vacante

RBC is seeking an RBC Financial Advisor to attract, nurture, and grow relationships with high-value personal and small business clients. You will provide proactive advice across everyday banking, investments, and credit, coordinating with RBC partners to meet client goals and life events.

You will work to understand client needs, educate on solutions, and champion digital enablement while maintaining a local community presence.

Formación

• Mutual funds accreditation required.
• Quebec Certificate of Achievement for Personal Finance required.
• 1-2 years of proven sales experience in financial services.
• Ability to build trust and long-term client relationships.
• Digital literacy across devices (phones, tablets, laptops).
• Bilingual in English and French is required.

Responsabilidades

• Provide proactive, professional financial advice to personal and small business clients.
• Uncover client needs and deliver client-centric solutions at first point of contact.
• Leverage RBC ecosystem to meet client financial goals across banking, investments and credit.
• Educate clients on complex credit and investments and tailor recommendations to their circumstances.
• Promote digital self-service while offering personalized advice.

Conocimientos

Mutual funds accreditation

Quebec Personal Finance cert

Sales experience (financial services)

Client relationship building

Digital literacy

Bilingual English/French

Educación

Certificate of Achievement - Personal Finance (Quebec)

Descripción del empleo

RBC is seeking an RBC Financial Advisor to attract, nurture, and grow relationships with high-value personal and small business clients. You will provide proactive advice across everyday banking, investments, and credit, coordinating with RBC partners to meet client goals and life events.

You will work to understand client needs, educate on solutions, and champion digital enablement while maintaining a local community presence.