Description
The Expert Banking Advisor role at RBC focuses on building and nurturing relationships with high-value personal and small business clients. This involves providing proactive, professional advice, collaborating with RBC partners to help clients achieve their financial goals, and demonstrating extensive expertise in everyday banking, investments, and credit to address both complex personal and business needs.
What We're Looking For
Consistently demonstrate empathy, kindness, and understanding in all interactions with colleagues and clients.,Communicate effectively to uncover client needs, deliver client-centric advice and solutions, and proactively resolve client concerns at the first point of contact.,Utilize personal advice capabilities and leverage RBC ecosystem partners to meet the full range of clients' financial needs, both personal and business.,Provide professional advice and education on complex credit and investments, ensuring recommended solutions are appropriate for client needs and financial circumstances.,Champion digital enablement by educating clients to self-serve and encouraging interaction through their preferred channels.,Effectively use technology to connect with clients both virtually and face-to-face.,Implement effective contact and relationship-building strategies to accelerate new client acquisition and retention within the local community.,Collaborate with financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert advice.
Ideal Candidate
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 (e.g., 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, specifically 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) required for serving clients with both language needs.,Active in developing a solid network in the local community (Nice-to-have).
Minimum Education
Certificate of Achievement – Personal Finance (from Canadian Securities Institute)
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be willing to travel; required to offer and maintain mobility between listed 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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