Job Description

Do you have more than 2 years of experience as a financial advisor and have successfully completed, are in the process of completing, or wish to complete the Certificate of Achievement in Personal Finance from CSI (Principles of Financial Planning – Quebec, Investments and Taxation – Quebec, and Insurance and Retirement – Quebec)?

We invite you to participate in a virtual and confidential career event taking place after the holidays. This exclusive opportunity will allow you to learn more about the Expert Banking Services Advisor role and the RBC model.

 

By joining Canada's largest bank, you will benefit from structured professional development, clearly defined career paths, and advancement opportunities within a world-renowned institution. RBC offers competitive compensation and comprehensive social benefits including health and dental coverage, a generous retirement plan, flexible time off, and wellness programs.

 

As an Expert Banking Services Advisor, you will have access to job stability, modern work tools, and a professional environment that values excellence and innovation.

 

Propel Your Career — Come Meet Us!

This event is by invitation only. Selected candidates will receive participation details.

Submit your application now to be considered.

Please note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the "Job Available at Other Locations" section of this job posting. 

As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel or work from any RBC location listed in this section is a condition of employment. 

 

 

What is the opportunity? 

 

As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. As an expert advisor, you have a breadth and depth of expertise across everyday banking, investments and credit, with the ability to fulfill on a robust Advice Experience on both 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 our clients entire suite of financial needs, both personal and business 

• 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 our clients to self-serve, while leading with advice, serving through digital where possible and encouraging our clients to interact with us 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) 

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

• 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 (i.e., smartphones, tablets, laptops, etc.) 

• Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs. 

. 

 

 

Nice-to-have 

 

• 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, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. 

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation. 

• A 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 managing opportunities 

• Work in a dynamic, collaborative, progressive, and high-performing team 

Job Skills

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

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÉAL

City:

Montréal

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-16

Application Deadline:

2027-01-31

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.