Serve high-value personal and small business clients in Granby as an RBC Financial Advisor specializing in advice, credit, and investments.
This full time RBC Financial Advisor builds relationships with clients through proactive, professional guidance. The role spans everyday banking, investments, and credit while addressing complex personal and business needs. You will collaborate with RBC partners to support client goals and key life events.
Key Responsibilities:
- Build and grow high-value personal and small business relationships
- Uncover needs and deliver client-centric financial advice
- Address complex credit and investment requirements appropriately
- Connect clients with relevant RBC ecosystem partners
- Educate clients on digital self-service and preferred channels
Requirements:
- Valid Mutual Funds accreditation through recognized Canadian coursework
- One to two years' financial services sales experience
- Experience handling credit and investments
- Ability to build trust and long-term client relationships
- Bilingual English and French communication skills
Bring financial advice, relationship-building, credit, and investment expertise to RBC clients in Granby and surrounding branches.