Senior Financial Counselor

2 days ago


Coaticook, Quebec, Canada Royal Bank of Canada Full time

Job Opportunity:

This role as an RBC Financial Advisor is ideal for individuals who enjoy building long-term relationships with clients and providing expert advice on everyday banking, investments, and credit.

Key Responsibilities:

  • Develop and maintain strong relationships with high-value clients, understanding their financial goals and needs.
  • Provide proactive, professional advice on a range of financial products and services, including investments and credit.
  • Collaborate with RBC partners to deliver comprehensive advice and solutions to clients.
  • Maintain up-to-date knowledge of financial products and services to ensure accurate advice and recommendations.
  • Communicate effectively with clients, colleagues, and stakeholders to ensure seamless delivery of services.

Requirements:

  • Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).
  • 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.
  • Fluency in both French and English.

What We Offer:

  • A dynamic, collaborative, and fast-paced work environment.
  • Opportunities for professional growth and development.
  • A competitive salary and benefits package.
  • The chance to make a meaningful difference in the lives of our clients.