Travel-Ready Financial Advisor for Personal & Business Banking

RBC; Pincourt; On-site; CAD 60,000 - 85,000; Full time

Benefits offered by this job

Total Rewards Program

World-class training program

Career development opportunities

Job summary

RBC Financial Advisor position in Canada focuses on attracting, nurturing, and growing relationships with high-value personal and small business clients. You provide proactive, professional advice across everyday banking, investments, and credit, collaborating with RBC partners to help clients reach their goals.

You will leverage your advisory expertise to address complex needs, educate clients, and promote digital self-serve while delivering personalized in-branch and virtual service.

Qualifications

• Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).
• Quebec – Completed Certificate of Achievement – Personal Finance, offered through the Canadian Securities Institute (i.e., Fundamentals of Personal Finance – Quebec, Investment and Taxation Fundamentals – Quebec, Insurance and Retirement – Quebec)
• 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 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

Bilingual (English & French)

Digital literacy

Communication

Education

Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)

Quebec – Certificate of Achievement – Personal Finance

Job description

RBC Financial Advisor position in Canada focuses on attracting, nurturing, and growing relationships with high-value personal and small business clients. You provide proactive, professional advice across everyday banking, investments, and credit, collaborating with RBC partners to help clients reach their goals.

You will leverage your advisory expertise to address complex needs, educate clients, and promote digital self-serve while delivering personalized in-branch and virtual service.