Job Description
What is the opportunity?
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. As an expert advisor, you have a breadth and depth ofexpertiseacross everyday banking,investmentsand credit, with the ability tofulfill ona robust Advice Experience on both complex personal and business needs
What will you do?
Consistentlydemonstrateempathy, kindness and take the time to understand circumstances,motivatorsand 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 ofcontact
Use your own advice capabilities,andthose of the right partner in the RBC ecosystem to meet ourclientsentire 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 areappropriate forclient needs and financialcircumstances
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.
Makegood useof technology to connect with clients both virtually and face toface
Implement effective contact and relationship building strategies, that accelerate new client acquisition and retention in your localcommunity
Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expertadvice.
What do you need to succeed?
Must-have
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)
1-2 years of proven sales experience in the financial services industry, handlingcreditand investments
Demonstrated ability to build trust andmaintainlong-term clientrelationships
Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
Bilingualism (English and French)required, as you will regularly serve our clients with English and French-speaking needs.
.
Nice-to-have
Active in developing a solid network in the localcommunity
What'sin it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitivecompensation.
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-performingteam
Address:
2560 RUE DE SALABERRY:MONTRÉALCity:
MontréalCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
PERSONAL & COMMERCIAL BANKINGJob Type:
RegularPay Type:
SalariedPosted Date:
2026-01-21Application Deadline:
2026-09-01Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt 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.Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Financial Advisor • MONTRÉAL, Quebec, Canada
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