Expert Banking Advisor
Description
This role involves attracting, nurturing, and growing relationships with high-value personal and small business clients. The advisor provides proactive, professional advice across everyday banking, investments, and credit, addressing both complex personal and business financial needs. Key responsibilities include collaborating with RBC partners, championing digital enablement, and leveraging technology for client interactions.
What We're Looking For
Consistently demonstrate empathy, kindness, and understanding in all interactions.,Communicate effectively to uncover client needs, deliver advice, and resolve concerns.,Utilize personal advice capabilities and RBC partners 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 on self-service and encouraging digital interactions.,Utilize technology for connecting with clients virtually and face-to-face.,Implement effective contact and relationship-building strategies for client acquisition and retention.,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),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,Bilingualism (English and French),Active in developing a solid network in the local community (Nice-to-have)
Minimum Education
Valid Mutual Funds accreditation, Completed Certificate of Achievement – Personal Finance
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be willing to offer and maintain mobility between branch locations and travel or work from any RBC location specified in the "Job Available at Other Locations" section.
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.
We respect your privacy
BerryMap uses cookies to provide essential features, analyze usage, and improve your experience. You can customize your preferences below.