Expert Banking Advisor
Description
As an RBC Financial Advisor, you will build and grow relationships with high-value personal and small business clients by providing proactive, professional advice. You will leverage your expertise in everyday banking, investments, and credit to address complex personal and business financial needs, collaborating with RBC partners to help clients achieve their goals and navigate key life events. The role emphasizes empathy, effective communication, and digital enablement to deliver client-centric solutions.
What We're Looking For
Consistently demonstrate empathy, kindness, and understanding in client and colleague interactions.,Communicate effectively to uncover client needs, provide advice, and resolve concerns at the first point of contact.,Utilize personal advice capabilities and RBC partner network to meet clients' full financial needs.,Provide professional advice and education on complex credit and investments, ensuring appropriate solutions.,Champion digital enablement by educating clients to self-serve and encouraging digital interactions.,Use technology to connect with clients both virtually and face-to-face.,Implement strategies to accelerate new client acquisition and retention in the local community.,Collaborate with financial planning, retirement planning, mortgages, and business banking experts to provide customized advice.,Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).,Quebec – Completed Certificate of Achievement – Personal Finance (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 (smartphones, tablets, laptops, etc.).,Bilingualism (English and French).
Ideal Candidate
Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course),Quebec – Completed Certificate of Achievement – Personal Finance (i.e., Fundamentals of Personal Finance – Quebec, Investment and Taxation Fundamentals – Quebec, Insurance and Retirement – Quebec)
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Required to offer and maintain mobility between branch locations.
Also Available At
About the Company
Royal Bank of Canada
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank, it provides personal and commercial banking, wealth management, and capital markets services to over 17 million clients worldwide.
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