Expert Banking Advisor

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 concerns at the first point of contact.

Utilize your own advice capabilities and leverage RBC's partner ecosystem to meet clients' complete 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, leading with advice, and encouraging interaction through their channel of choice.

Effectively use technology to connect with clients virtually and face-to-face.

Implement effective contact and relationship-building strategies to accelerate new client acquisition and retention in the local community.

Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking to ensure customized and relevant expert advice.

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 (e.g., Fundamentals of Personal Finance – Quebec, Investment and Taxation Fundamentals – Quebec, Insurance and Retirement – Quebec).

Must be willing to travel Requires mobility between various branch locations