Travel-Ready Financial Advisor – Banking & Investments

RBC; Berthierville; On-site; CAD 60,000 - 90,000; Full time

Job summary

RBC Financial Advisor role in Berthierville, QC, involves attracting and growing a high‑value client base with proactive financial guidance. You’ll work across everyday banking, investments and credit, collaborating with RBC partners to meet clients' goals and life events.

You will educate clients on digital tools, use a consultative approach, and travel among RBC locations to service communities in your area.

Qualifications

• Mutual Funds accreditation or Canadian Securities Course required.
• Quebec certificate of achievement – Personal Finance per CSI course.
• 1–2 years of proven sales experience in financial services.

Responsibilities

• Build trusted relationships with high‑value personal and small business clients.
• Provide proactive, professional advice across banking, investments and credit.
• Collaborate with RBC partners to address client goals and life events.
• Educate clients on digital tools and self‑service options.
• Travel between branch locations as a condition of employment.

Skills

Client Centricity

Communication

Critical Thinking

Curious Mindset

Education

Mutual Funds accreditation

Quebec Personal Finance certificate

Job description

RBC Financial Advisor role in Berthierville, QC, involves attracting and growing a high‑value client base with proactive financial guidance. You’ll work across everyday banking, investments and credit, collaborating with RBC partners to meet clients' goals and life events.

You will educate clients on digital tools, use a consultative approach, and travel among RBC locations to service communities in your area.