Financial Advisor (Ahuntsic-Cartierville)

What is the opportunity? As an RBC Financial Advisor, you attract, nurture, and grow relationships with high‑value personal and small business clients, adding value at the moments that matter to them. You provide proactive, skilled advice and collaborate with RBC partners to help clients meet their goals and key life events. You bring depth of expertise across everyday banking, investments and credit, enabling a robust advice experience for complex personal and business needs.

What will you do?

Consistently demonstrate empathy, kindness, and take the time to understand circumstances, motivators and 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 of contact.

Use your own advice capabilities, and those of the right partner in the RBC ecosystem to meet clients’ entire suite of financial needs, both personal and business.

Provide professional advice and education with the ability to address complex credit and investments, ensuring recommended solutions are appropriate for client needs and financial circumstances.

Champion digital enablement by proactively educating clients to self‑serve, while leading with advice, serving through digital where possible and encouraging clients to interact in 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 your local community.

Collaborate with market‑leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert advice.

What do you need to succeed? Must‑have

Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).

Canada (excluding Quebec) – Completed Designated Financial Services Advisor (DFSA) designation offered through the Canadian Securities Institute (e.g., Personal Financial Service Advice and Financial Planning I).

Quebec – Completed Certificate of Achievement – Personal Finance offered through the Canadian Securities Institute (e.g., Fundamentals of Personal Finance – Quebec, Investment and Taxation Fundamentals – Quebec, Insurance and Retirement – Quebec).

2‑3 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 (smartphones, tablets, laptops, etc.).

Nice‑to‑have

Second language skill.

Active in developing a solid network in the local community.

What’s in it for you? We thrive on the challenge to be our best, foster progressive thinking, and work together to deliver trusted advice that helps our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving mutual success.

Career development and top‑notch sales coaching to take your career to the next level.

Competitive salary, annual bonus and recognition programs that reward top performance.

Strong suite of tools, including emerging digital capability to enhance your competitive edge.

Opportunity to represent Canada’s leading financial services brand in your community.

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

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