# Expert Banking Services Advisor

**Company**: Royal Bank of Canada (RBC)
**Location**: Montréal
**Experience**: mid
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/1-PLACE-VILLE-MARIEMONTRAL/Exclusive-Career-Event--Discover-the-Expert-Banking-Services-Advisor-Role-at-RBC_R-0000190531?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/expert-banking-services-advisor-cfbd4d97-848/

## Description

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

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## Skills

### Required
- Advice Based Solutions
- Client Centricity
- Client Discovery
- Communication
- Critical Thinking
- Curious Mindset
- Data Analysis
- Digital Literacy

### Nice to have
- Active in developing a solid network in the local community

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/1-PLACE-VILLE-MARIEMONTRAL/Exclusive-Career-Event--Discover-the-Expert-Banking-Services-Advisor-Role-at-RBC_R-0000190531?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)