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Financial Consultant Banking & Finance Financial Advisor Financial Sales

Financial Advisor

Job in Montreal, Montréal, Province de Québec, Canada
Listing for: Royal Bank of Canada
Full Time position
Listed on 2026-02-18
Job specializations:
  • Finance & Banking
    Financial Consultant, Banking & Finance, Financial Advisor, Financial Sales
Job Description & How to Apply Below
Location: Montreal

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's
    in 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

    • Job Skills
    Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital Literacy
    Additional Job Details

    Address:

    2560 RUE DE SALABERRY:

    MONTRÉAL

    City:

    Montréal

    Country:

    Canada

    Work hours/week:

    37.5

    Employment Type:

    Full time

    Platform:

    PERSONAL & COMMERCIAL BANKING

    Job Type:

    Regular

    Pay Type:

    Salaried

    Posted Date:

    Final date to receive applications:

    Note: Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date aboveI
    nclusion 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…
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