As an RBC Financial Advisor, you will cultivate relationships with high-value personal and small business clients by offering proactive, professional advice on everyday banking, investments, and credit. You will collaborate with RBC partners to help clients achieve their financial goals and navigate key life events, demonstrating expertise in both complex personal and business needs.
Consistently demonstrate empathy, kindness, and understanding in all interactions with colleagues and clients.,Communicate effectively to uncover client needs, deliver client-centric advice, solutions, and proactively resolve concerns.,Utilize personal advice capabilities and the RBC ecosystem to meet clients' entire suite of financial needs.,Provide professional advice and education on complex credit and investments, ensuring appropriate solutions.,Champion digital enablement by educating clients to self-serve and encouraging digital interactions.,Make effective use of technology to connect with clients virtually and face-to-face.,Implement effective contact and relationship-building strategies to accelerate new client acquisition and retention.,Collaborate with financial planning, retirement planning, mortgages, and business banking experts to provide customized advice.
Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).,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) for Quebec region.,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 (e.g., smartphones, tablets, laptops).,Active in developing a solid network in the local community (Nice-to-have).
37.5 hours/week
Must be willing to offer and maintain mobility between various branch locations in Quebec.
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank, it provides personal and commercial banking, wealth management, and capital markets services to over 17 million clients worldwide.
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