Financial Advisor- EN
4 weeks ago
Financial Advisor - EN RBC is seeking a dedicated Financial Advisor to attract, nurture, and grow relationships with high‑value personal and small business clients. You will provide proactive, professional advice and collaborate with RBC partners to help clients achieve their goals and key life events. Mobility Successful candidates must be able to travel and work from any RBC location listed in the job posting. Mobility between branch locations is a condition of employment. What will you do? Consistently demonstrate empathy and take the time to understand client circumstances, motivations and concerns. Communicate effectively to uncover client needs, deliver client‑centric advice and provide solution recommendations at first point of contact. Use your own advice capabilities and those of the RBC ecosystem to meet clients' entire suite of personal and business financial needs. Provide professional advice and education, addressing complex credit and investments with solutions appropriate to client needs and circumstances. Champion digital enablement by proactively educating clients to self‑serve while delivering advice through digital and face‑to‑face channels. Leverage technology to connect with clients both virtually and in person. Implement effective contact and relationship‑building strategies that accelerate new client acquisition and retention in the local community. Collaborate with market‑leading professionals in financial planning, retirement planning, mortgages, and business banking to ensure clients receive customized, relevant, expert advice. What do you need to succeed? Must‑have Valid mutual funds accreditation (Investment Funds in Canada or Canadian Securities Course). Completion of the Quebec Certificate of Achievement in Personal Finance, Investment and Taxation Fundamentals, and Insurance and Retirement (Canadian Securities Institute). 1–2 years of proven sales experience in financial services, handling credit and investments. Demonstrated ability to build trust and maintain long‑term client relationships. Digital literacy across smartphones, tablets, laptops, etc. Bilingualism in English and French, with regular client interaction in both languages. Nice‑to‑have Active community presence and network development. What's in it for you? A comprehensive Total Rewards Program including bonuses and flexible benefits. A world‑class training program in financial services. Excellent career development and access to various job opportunities across business and geographies. Leadership support for coaching and career advancement. Work in a dynamic, collaborative, progressive, and high‑performing team. Job Skills Client Centricity Communication Critical Thinking Curiosity Additional Job Details Address: 195 RUE PRINCIPALE, GRANBY, Canada City: Granby Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Salaried Posted Date: 2025‑11‑01 Application Deadline: 2026‑03‑01 (Applications accepted until 11:59 PM on the day prior to the deadline.) Equal Opportunity Employer At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, collaborate, innovate, and grow professionally helps us bring our purpose to life and create value for our clients and communities. RBC strives to create a workplace based on respect, belonging, and opportunity for all. Join our Talent Community: Sign up to stay informed about great career opportunities at RBC and receive customized information, career tips, and recruitment events that matter to you. #J-18808-Ljbffr
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Financial Advisor- EN
4 weeks ago
Cowansville, Canada RBC Full timeFinancial Advisor - EN RBC is seeking a dedicated Financial Advisor to attract, nurture, and grow relationships with high‑value personal and small business clients. You will provide proactive, professional advice and collaborate with RBC partners to help clients achieve their goals and key life events. Mobility Successful candidates must be able to travel...
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Cowansville, Canada Desjardins Group Full timeA leading financial institution in Cowansville is seeking a Personal Finance Advisor responsible for building lasting relationships with clients. The role involves advising on financial strategies, managing client relationships, and staying updated on market trends. Ideal candidates should possess a Bachelor's degree and be fluent in French. This full-time...
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Cowansville, Canada Desjardins Full timeA leading financial institution in Cowansville is looking for a Personal Finance Advisor to develop and maintain client relationships. You will advise clients on financial solutions tailored to their needs and manage business relationships while ensuring client satisfaction. The ideal candidate should possess a Bachelor’s degree and a minimum of one year...
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Cowansville, Canada Desjardins Full timeA leading financial institution in Cowansville is looking for a Personal Finance Advisor to develop and maintain client relationships. You will advise clients on financial solutions tailored to their needs and manage business relationships while ensuring client satisfaction. The ideal candidate should possess a Bachelor’s degree and a minimum of one year...
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Banking Advisor- EN
4 weeks ago
Cowansville, Canada RBC Full timeJob Description As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel or work from any RBC location listed in this section is a condition of employment. Successful candidates will be required to offer and maintain mobility between the branch locations listed in the...
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Banking Advisor- EN
4 weeks ago
Cowansville, Canada RBC Full timeJob Description As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel or work from any RBC location listed in this section is a condition of employment. Successful candidates will be required to offer and maintain mobility between the branch locations listed in the...
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Personal Finance Advisor
4 weeks ago
Cowansville, Canada Desjardins Full timeJoin to apply for the Personal Finance Advisor role at Desjardins 1 day ago Be among the first 25 applicants Required As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs,...
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Personal Finance Advisor
4 weeks ago
Cowansville, Canada Desjardins Full timeJoin to apply for the Personal Finance Advisor role at Desjardins 1 day ago Be among the first 25 applicants Required As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs,...
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Wealth Management Advisor: Remote, Growth
4 weeks ago
Cowansville, Canada Desjardins Full timeA leading financial institution in Canada seeks a Wealth Management Advisor to develop and maintain trusting relationships with members and clients. You will provide tailored financial advice, assess client needs, and ensure satisfaction. A Bachelor's degree and proficiency in French are required, along with knowledge of financial products. This position...
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Personal Finance Advisor
2 weeks ago
Cowansville, Canada Desjardins Group Full timeAs a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...