Expert Banking Services Advisor

We are seeking an Expert Banking Services Advisor to join our team at RBC. As a Financial Advisor, you will attract, nurture, and grow relationships with high-value personal and small business clients, providing proactive, professional advice and collaborating with RBC partners to help clients achieve their goals.

Key Responsibilities:

• Consistently demonstrate empathy, kindness, and understanding in all interactions with colleagues and clients
• Communicate effectively to uncover client needs, deliver client-centric advice, and proactively resolve client concerns
• Use your own advice capabilities and those of the right partner in the RBC ecosystem to meet clients' entire suite of financial needs
• Provide professional advice and education on complex credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstances
• Champion digital enablement by proactively educating clients to self-serve, while leading with advice and serving through digital channels where possible
• Implement effective contact and relationship-building strategies to accelerate new client acquisition and retention
• Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking to ensure clients receive customized and relevant expert advice

Requirements:

• 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
• 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
• Bilingualism (English and French) required

Nice-to-Have:

• Active in developing a solid network in the local community

What We Offer:

• Competitive compensation and comprehensive social benefits, including health and dental coverage, a generous retirement plan, flexible time off, and wellness programs
• 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