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Royal Bank of Canada

Global banking, wealth management, and insurance

Financial Advisor

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeEdmundston, NB, CanadaIn-person

About the Job

Requirements

  • Valid Mutual Funds accreditation through Investment Funds in Canada or the Canadian Securities Course.
  • For Canada outside Quebec, completed Designated Financial Services Advisor designation through the Canadian Securities Institute, including Personal Financial Service Advice and Financial Planning I.
  • Two to three 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 smartphones, tablets, laptops, and other devices.
  • Bilingualism in English and French, required to serve clients with English- and French-speaking needs.

Responsibilities

  • Attract, nurture, and grow relationships with high-value personal and small business clients by providing value at important moments.
  • Provide proactive, professional advice and collaborate with RBC partners to support clients' goals and key life events.
  • Apply expertise across everyday banking, investments, and credit to address complex personal and business needs.
  • Demonstrate empathy and kindness, and understand colleagues' and clients' circumstances, motivations, and concerns in all interactions.
  • Communicate effectively to uncover client needs, deliver client-centric advice and solutions, and proactively resolve client concerns at first contact.
  • Use personal advice capabilities and appropriate partners in the RBC ecosystem to meet clients' personal and business financial needs.
  • Provide professional advice and education on complex credit and investments, ensuring recommendations suit clients' needs and financial circumstances.
  • Educate clients to self-serve digitally, lead with advice, serve through digital channels where possible, and encourage clients to use their channel of choice.
  • Use technology to connect with clients virtually and face to face.
  • Implement contact and relationship-building strategies to accelerate new client acquisition and retention in the local community.
  • Collaborate with professionals in financial planning, retirement planning, mortgages, and business banking to provide clients with customized, relevant expert advice.

Desired Qualifications

  • Second-language skills.
  • Active development of 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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