RBC

Financial Advisor

RBC

full-time

Posted on:

Location Type: Office

Location: Chambly • 🇨🇦 Canada

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Job Level

JuniorMid-Level

About the role

  • Attract, nurture, and grow relationships with high-value personal and small business clients
  • Provide clients with proactive, professional advice and collaborate with RBC partners
  • Consistently demonstrate empathy, kindness and take the time to understand circumstances
  • Communicate effectively to uncover client needs and deliver client centric advice
  • Use personal advice capabilities and relevant partner solutions to meet clients' needs
  • Champion digital enablement and educate clients to self-serve
  • Implement effective contact and relationship building strategies to accelerate client acquisition

Requirements

  • 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
  • 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 (i.e., smartphones, tablets, laptops, etc.)
  • Bilingualism (English and French) required
Benefits
  • A comprehensive Total Rewards Program including bonuses and flexible benefits
  • 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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
Mutual Funds accreditationInvestment Funds in CanadaCanadian Securities CourseCertificate of Achievement – Personal Financesales experiencecredit handlinginvestment handlingdigital literacy
Soft skills
empathykindnesscommunicationrelationship buildingtrust building
Certifications
Mutual Funds accreditationCertificate of Achievement – Personal Finance