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Royal Bank of Canada

Global banking, wealth management, and insurance

Expert Financial Advisor

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeNo salary listed

About the Job

Requirements

  • Valid Mutual Funds accreditation through Investment Funds in Canada or the Canadian Securities Course.
  • Completed Certificate of Achievement – Personal Finance offered through the Canadian Securities Institute, including the Quebec Fundamentals of Personal Finance, Investment and Taxation Fundamentals, and Insurance and Retirement courses.
  • 1–2 years of proven sales experience in the financial services industry, handling credit and investments.
  • Ability to build trust and maintain long-term client relationships.
  • Digital literacy across devices such as smartphones, tablets, and laptops.
  • Bilingualism in English and French is required to serve clients with English- and French-speaking needs.

Responsibilities

  • Demonstrate empathy and take time to understand colleagues’ and clients’ circumstances, motivators, and concerns.
  • Communicate to uncover client needs, deliver client-centered advice and solutions, and proactively resolve concerns at first contact.
  • Use personal advice capabilities and appropriate RBC partners to address clients’ personal and business financial needs.
  • Provide professional advice and education on complex credit and investments, ensuring recommended solutions suit client needs and financial circumstances.
  • Educate clients on digital self-service, lead with advice, serve digitally where possible, and encourage clients to use their preferred channel.
  • Use technology to connect with clients virtually and face to face.
  • Implement contact and relationship-building strategies to accelerate local client acquisition and retention.
  • Collaborate with financial planning, retirement planning, mortgage, and business banking professionals to provide customized advice.

Desired Qualifications

  • Develop a solid network in the local community.

About the Company

Royal Bank of Canada

Global banking, wealth management, and insurance

What does RBC do? It provides a wide range of financial services including personal and commercial banking, wealth management, insurance, investor services, and capital markets to clients in Canada, the United States, and 27 other countries. How do its products work? It earns revenue from loans, mortgages, investment products, and advisory services, and uses technology to deliver a seamless client experience across a diversified set of financial services, with an emphasis on digital tools and customer service. How is RBC different from competitors? It combines scale and global reach with a principles-led culture, a strong focus on community impact, and a large, diverse workforce (94,000+ employees) to drive client outcomes and continuous innovation. What is RBC’s goal? To help clients prosper and communities thrive by delivering reliable financial solutions and services while adapting to changing needs and maintaining leadership in the financial sector.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1864

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