Expert Banking Advisor
Description
As an RBC Financial Advisor, this role involves attracting, nurturing, and growing relationships with high-value personal and small business clients. The advisor provides proactive, professional advice on everyday banking, investments, and credit, and collaborates with RBC partners to help clients achieve their financial goals and navigate key life events. The position requires a breadth and depth of expertise to deliver a robust advice experience for both complex personal and business needs.
What We're Looking For
Consistently demonstrate empathy, kindness, and understand client circumstances, motivators, and concerns.,Communicate effectively to uncover client needs, deliver client-centric advice and solutions, and proactively resolve concerns.,Utilize personal advice capabilities and leverage RBC partner ecosystem to meet clients' entire suite of financial needs.,Provide professional advice and education on complex credit and investments, ensuring appropriate solutions for client needs.,Champion digital enablement by educating clients to self-serve and encouraging interaction in their channel of choice.,Utilize technology for virtual and face-to-face client connections.,Implement effective contact and relationship-building strategies to accelerate new client acquisition and retention in the local community.,Collaborate with financial planning, retirement planning, mortgages, and business banking experts.
Ideal Candidate
Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).,For Quebec: Completed Certificate of Achievement – Personal Finance, offered through the Canadian Securities Institute (Fundamentals of Personal Finance – Quebec, Investment and Taxation Fundamentals – Quebec, Insurance and Retirement – Quebec).,Demonstrated ability to build trust and maintain long-term client relationships.,Digital literacy across a broad range of devices (e.g., smartphones, tablets, laptops).
Minimum Education
Mutual Funds accreditation, Certificate of Achievement – Personal Finance (Quebec)
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
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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