Description
As an RBC Financial Advisor, this role focuses on building and nurturing relationships with high-value personal and small business clients. The advisor provides proactive financial advice across everyday banking, investments, and credit, addressing both complex personal and business needs. The role emphasizes understanding client needs, delivering client-centric solutions, and leveraging technology for virtual and in-person connections, while collaborating with RBC partners to help clients achieve their financial goals.
What We're Looking For
Attract, nurture, and grow relationships with high-value personal and small business clients.,Provide proactive, professional advice across everyday banking, investments, and credit.,Fulfill a robust Advice Experience for complex personal and business needs.,Demonstrate empathy and understanding in client interactions.,Communicate effectively to uncover client needs, deliver solutions, and resolve concerns.,Utilize RBC ecosystem partners to meet clients' full financial needs.,Provide professional advice and education on complex credit and investments.,Champion digital enablement, educating clients on self-service and leveraging digital channels.,Use technology for virtual and face-to-face client connections.,Implement strategies for new client acquisition and retention in the local community.,Collaborate with financial planning, retirement planning, mortgages, and business banking experts.
Ideal Candidate
Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course),Quebec – Completed Certificate of Achievement – Personal Finance (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 (e.g., smartphones, tablets, laptops),Bilingualism (English and French),Nice-to-have: Active in developing a solid network in the local community
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Required to offer and maintain mobility between listed branch locations.,Ability and willingness to travel or work from any RBC location listed is a condition of employment.
Also Available At
About the Company
Royal Bank of Canada
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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