RBC Financial Advisor

1 month ago


Montreal, Quebec, Canada Royal Bank of Canada Full time
Job Summary

We are seeking a highly skilled and motivated individual to join our team as a Financial Advisor. As an RBC Financial Advisor, you will be responsible for attracting, nurturing, and growing relationships with our high-value personal and small business clients.

Key Responsibilities
  • Provide proactive, professional advice to clients on everyday banking, investments, and credit.
  • Collaborate with RBC partners to help clients achieve their goals and navigate key life events.
  • Develop and maintain long-term client relationships built on trust and expertise.
  • Stay up-to-date on industry trends and regulatory requirements to provide expert advice.
Requirements
  • Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).
  • Completed Certificate of Achievement – Personal Finance, offered through the Canadian Securities Institute.
  • 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.
  • Bilingualism (English and French) required.
What We Offer

As an RBC Financial Advisor, you will have the opportunity to work with a diverse range of clients and develop a deep understanding of their financial needs. You will also have access to ongoing training and development opportunities to help you succeed in your role.

Why Join RBC?

RBC is committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients, and communities.


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