Financial Advisor- EN

Financial Advisor - EN role at RBC

Responsibilities

• Consistently demonstrate empathy, kindness and take the time to understand circumstances, motivators and concerns in all interactions with colleagues and clients.
• Communicate effectively to uncover client needs, deliver client‑centric advice, solutions and proactively resolve client concerns at first point of contact.
• Use your own advice capabilities and those of the right partner in the RBC ecosystem to meet our clients' entire suite of financial needs, both personal and business.
• Provide professional advice and education with an ability to address complex credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstances.
• Champion digital enablement by proactively educating our clients to self‑serve, while leading with advice, serving through digital where possible and encouraging our clients to interact with us in their channel of choice.
• Make good use of technology to connect with clients both virtually and face to face.
• Implement effective contact and relationship building strategies, that accelerate new client acquisition and retention in your local community.
• Collaborate with market‑leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert advice.

Qualifications

• 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 (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 (smartphones, tablets, laptops, etc.).
• Bilingualism (English and French) required.

• Active in developing a solid network in the local community.

Benefits

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation.
• A world‑class training program in financial services.
• Excellent career development and access to a variety of job opportunities across business and geographies.
• Leaders who support your development through coaching and managing opportunities.
• Work in a dynamic, collaborative, progressive, and high‑performing team.

Additional Job Details

Address: 2665 RUE KING O:SHERBROOKE
City: Sherbrooke
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: PERSONAL & COMMERCIAL BANKING
Job Type: Regular
Pay Type: Salaried
Posted Date: 2025-10-23
Application Deadline: 2026-03-01
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.

Inclusion and Equal Opportunity Employment

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, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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