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 across everyday banking, investments, and credit, collaborating with RBC partners to help clients achieve their financial goals and navigate key life events. The position requires a breadth and depth of expertise in both complex personal and business financial needs, with a focus on delivering exceptional client service and promoting digital enablement through technology.
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.,Utilize personal advice capabilities and leverage the RBC 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 on self-service, leading with advice, and encouraging interaction in their channel of choice.,Make effective use of 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.
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 (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, handling credit and investments.,Demonstrated ability to build trust and maintain long-term client relationships.,Digital literacy across a broad range of devices (e.g., smartphones, tablets, laptops).,Bilingualism (English and French) is required to serve English and French-speaking clients.,Nice-to-have: Active in developing a solid network in the local community.
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be willing to offer and maintain mobility between various branch locations, and travel or work from any RBC location listed in the job posting.
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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