Expert Banking Advisor
Listed on 2025-12-30
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Finance & Banking
Financial Consultant, Financial Sales, Banking & Finance, Financial Advisor
Location: Quebec
Financial Advisor – English (EN)
RBC is looking for a Financial Advisor to attract, nurture and grow relationships with high‑value personal and small business clients, providing proactive and professional advice.
Key Responsibilities- Consistently demonstrate empathy, kindness and take the time to understand client circumstances, motivators and concerns.
- Communicate effectively to uncover client needs, deliver client‑centric advice, solutions and resolve client concerns at first point of contact.
- Use your own advice capabilities and those of the RBC ecosystem to meet clients' entire suite of financial needs.
- Provide professional advice and education with an ability to address complex credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstances.
- Champion digital enablement by proactively educating clients to self‑serve and encourage interaction through their channel of choice.
- Make good use of technology to connect with clients both virtually and face to face.
- Implement effective contact and relationship‑building strategies that accelerate new client acquisition and retention in the local community.
- Collaborate with professionals in financial planning, retirement planning, mortgages and business banking experts to ensure clients receive customized and relevant expert advice.
- 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.
- Bilingualism (English and French) required.
- Active in developing a solid network in the local community.
- Comprehensive Total Rewards Program including bonuses and flexible benefits.
- 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 management opportunities.
- Dynamic, collaborative, progressive, and high‑performing team environment.
Client Centricity, Communication, Critical Thinking, Curiosity
Additional DetailsAddress: 2310 Rue Saint‑Louis, Gatineau, Canada
Work hours/week: 37.5
Employment Type:
Full time
Job Type: Regular
Pay Type:
Salaried
Posted Date: 2025‑11‑01
Final date to receive applications: 2026‑03‑01
We are an equal opportunity employer and value diversity. All qualified candidates are encouraged to apply irrespective of race, ethnicity, colour, ancestry, national or ethnic background, gender, gender identity, sexual orientation, age, disability, or any other characteristic protected by law.
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