As an RBC Financial Advisor, you will develop and maintain relationships with high-value personal and small business clients, 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 financial needs.
Consistently demonstrate empathy and kindness, taking time to understand client and colleague circumstances, motivators, and concerns.,Communicate effectively to uncover client needs, deliver client-centric advice and solutions, and proactively resolve concerns at the first point of contact.,Utilize personal advice capabilities and leverage RBC ecosystem partners to meet the client's full range of financial needs, both personal and business.,Provide professional advice and education, addressing complex credit and investment matters, ensuring recommended solutions are appropriate for client needs and financial circumstances.,Champion digital enablement by educating clients on self-service options, leading with advice, serving digitally where possible, and encouraging clients to use their preferred interaction channel.,Effectively use technology to connect with clients virtually and face-to-face.,Implement effective contact and relationship-building strategies to accelerate new client acquisition and retention within the local community.,Collaborate with financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert advice.
Valid 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).,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).
Accreditation/Certification
37.5 hours/week
Must be willing to offer and maintain mobility between various RBC branch locations in the job posting.
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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