Job Summary Job Description What is the opportunity? RBC Group Advantage is a comprehensive business segment that offers a variety of retirement savings products including Group RRSP’s, Deferred Profit Sharing Plans, and Pooled Retirement Pension Plans that are combined with expert advice and delivered in the convenience of the workplace. As a Financial Advisor Group Advantage - Mobile, you attract, nurture, and grow relationships with our high-value Group Advantage member clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. You grow and deepen client relationships by leading Group Advantage onboarding discussions and advice events and through discovering client needs and providing value added advice and solutions. Whether you are helping a client learn how to bank digitally, proposing an investment strategy to finance their child’s education or recommending how to borrow for their “Someday”, your expertise will contribute to creating meaningful and memorable client experiences. What will you do? Communicate with clients to learn about their needs and help them achieve their goals Provide professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needs Participate in RBC at Work Group Advantage events and member onboarding Collaborate with market-leading professionals in Group Advantage, financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and targeted expert advice Leverage technology to deliver on client experience and enable performance and retention Proactively take ownership of resolving and preventing client’s banking problems Implement contact and relationship building strategies, and support new client acquisition in local community Educate clients of the features and benefits RBC products and services offer, and help clients with digital, banking including mobile, ATM, and online banking 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) 2-3 years of proven experience in the financial services industry, handling credit and investments and converting pipeline leads and opportunities into results for the benefit of the client Demonstrated ability to build trust and rapport quickly, and to maintain long-term relationships with clients and partners Agile and adaptable to work in multiple environments, with strong presentation skills and comfort presenting in a group environment Digital savviness across multiple platforms and devices (i.e. Sales platform, Client 360, e-signature, mobile technologies. Comfortable navigating with and for clients Familiarity with Group Advantage value proposition (Bank at work) Flexibility during the day/night/weekends to visit clients in their commerce day/night Nice-to-have Active in the local community, 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. Career development opportunities and best-in-class sales coaching so you can advance your career 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 Client Centricity, Communication, Critical Thinking, Curiosity Additional Job Details Address: 1260 BOUL LEBOURGNEUF:QUÉBEC City: QUÉBEC Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Salaried Posted Date: 2025-05-07 Application Deadline: 2025-05-23 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At 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. Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 84,000+ employees who bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to more than 16 million clients in Canada, the U.S. and 34 other countries. Learn more at rbc.com.? We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at rbc.com/community-social-impact.
