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Digital Financial Advisor Newcomers

Remote / Online - Candidates ideally in
Montreal, Montréal, Province de Québec, H1A 0A1, Canada
Listing for: RBC
Full Time, Remote/Work from Home position
Listed on 2026-11-02
Job specializations:
  • Finance & Banking
    Financial Sales
  • Sales
    Financial Sales
Salary/Wage Range or Industry Benchmark: 70000 - 90000 CAD Yearly CAD 70000.00 90000.00 YEAR
Job Description & How to Apply Below
Location: Montreal

Deliver digital financial guidance to newcomers as an RBC Ambassador, working from home and traveling within the market to meet clients.

This full-time position serves newcomers through everyday banking, investments, and credit advice. You will use smartphones, tablets, laptops, and other technologies to provide demonstrations and memorable customer experiences. Success requires emotional intelligence, client discovery, multitasking, and collaboration with Together at RBC partners.

Key Responsibilities:
  • Offer personalized advice in everyday banking, investments, and credit
  • Use digital tools to educate newcomers through demonstrations
  • Collaborate with internal and external RBC partners
  • Promote excellence in customer and partner experiences
  • Build customer loyalty through technology-enabled interactions
Requirements:
  • Above-average knowledge of digital devices
  • Ability to quickly learn new technologies
  • Customer-centric and friendly approach
  • Strong communication and public speaking abilities
  • Mutual fund sales license required

Apply digital literacy, financial advice, and customer-centric communication to help newcomers achieve goals through RBC services.

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