Financial advisor jobs in Rawdon, QC and nearby

Within 25 km

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Added 7 days ago
D
Personal Finance Advisor, Assigned Clientele
Desjardins
Rawdon, QC
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 12 days ago
NB
Banking Advisor
National Bank of Canada
Rawdon, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 15 days ago
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Personal Finance Advisor
Desjardins
Sainte-Julienne, QC
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 15 days ago
NB
BANKING ADVISOR
National Bank of Canada
Rawdon, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 25 days ago
NB
Banking advisor
National Bank of Canada
Joliette, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 month ago
C
Financial Advisor - CIRO-MFD/AMF
CIBC
Saint-Jacques, QC
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 1 month ago
D
Personal Finance Advisor
Desjardins
Notre-Dame-des-Prairies, QC · Joliette, QC
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 1 month ago
NB
Banking Advisor
National Bank of Canada
Rawdon, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 month ago
NB
Banking advisor
National Bank of Canada
Joliette, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 2 months ago
D
Personal Finance Advisor
Desjardins
Joliette, QC · Saint-Charles-Borromée, QC
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 3 months ago
R
Banking Advisor- EN
RBC
Joliette, QC
- Full-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 3 months ago
R
Expert Banking Advisor- EN
RBC
Rawdon, QC
- Full-time
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…
Added 3 months ago
R
Expert Banking Advisor- EN
RBC
Joliette, QC
- Full-time
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…
Added 3 months ago
R
Banking Advisor- EN
RBC
Rawdon, QC
- Full-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 2 months ago
RB
Banking Advisor
Royal Bank of Canada
Berthierville, Quebec · Joliette, Quebec
- Full-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 2 months ago
RB
Expert Banking Advisor
Royal Bank of Canada
Berthierville, Quebec · Joliette, Quebec
- Full-time
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…
Added 2 months ago
R
Expert Banking Advisor
RBC
Joliette, Quebec · Rawdon, Quebec
- Full-time
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…
Added 2 months ago
R
Banking Advisor
RBC
Joliette, Quebec · Rawdon, Quebec
- Full-time
Respond to client-initiated contact, assisting them with a full range of financial transactions

No more jobs.

RBC

Expert Banking Advisor

Berthierville, QC, Canada
Joliette, QC, Canada
Rawdon, QC, Canada

Full-time

Apply on rbc.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 31, 2026
Experience: 1-2 years of proven sales experience in the financial services industry, handling credit and investments
Posting language: English
Posted: Aug 24, 2026

Original job description

Job Description

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.)

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

Client Centricity, Communication, Critical Thinking, Curious Mindset

Additional Job Details

Address:

790 RUE NOTRE DAME:BERTHIERVILLE

City:

Berthierville

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-11-01

Application Deadline:

2026-12-31

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.

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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.

Apply on rbc.wd3.myworkdayjobs.com About employer

More about this job

Responsibilities

The advisor will attract, nurture, and grow relationships with high-value personal and small business clients by providing proactive, professional advice across everyday banking, investments, and credit. They must collaborate with RBC partners to meet the client's entire suite of financial needs and champion digital enablement by educating clients on self-service options.

Requirements

Candidates must possess valid Mutual Funds accreditation and, for Quebec, the specific Certificate of Achievement in Personal Finance. A minimum of 1-2 years of proven sales experience in financial services, specifically handling credit and investments, is required, along with demonstrated digital literacy.

Skills

Client Centricity
Communication
Critical Thinking
Curious Mindset
Sales
Credit Management
Investment Advice
Digital Enablement
Relationship Building
Client Acquisition
Client Retention

Benefits

Bonuses
Flexible benefits
Competitive compensation

Visa sponsorship

Not detected in the job text

Keywords

Banking
Financial Advisor
Personal Banking
Small Business Banking
Investments
Credit
Mutual Funds Accreditation
Canadian Securities Course
Digital Literacy
Financial Planning
Retirement Planning
Mortgages
Business Banking
Sales Experience
Client Service

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Financial advisor jobs in Rawdon, QC and nearby

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Financial Advisor - CIRO-MFD/AMF

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Banking Advisor- EN