Financial Advisor- EN

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.

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