Expert Banking Advisor- EN

Expert Banking Advisor (EN)

Join to apply for the Expert Banking Advisor- EN role at RBC.

Job Description

As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high‑value personal and small business clients by adding value in the moments that matter. You provide proactive, professional advice, collaborate with RBC partners, and help clients with their goals and key life events. As an expert advisor, you bring depth across everyday banking, investments, and credit, delivering a robust Advice Experience for complex personal and business needs.

Successful candidates must be able to travel or work from any RBC location listed in the job posting and maintain mobility between the branch locations.

What will you do?

• Consistently demonstrate empathy, kindness, and take the time to understand circumstances, motivators and concerns in all interactions with colleagues and clients.
• Communicate effectively to uncover client needs, deliver client‑centric advice, solutions and proactively resolve client concerns at first point of contact.
• Use your own advice capabilities and those of the right partner in the RBC ecosystem to meet clients’ entire suite of financial needs, both personal and business.
• Provide professional advice and education with an ability to address complex credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstances.
• Champion digital enablement by proactively educating clients to self‑serve, while leading with advice, serving through digital where possible and encouraging clients to interact through their channel of choice.
• Make good use of technology to connect with clients both virtually and face‑to‑face.
• Implement effective contact and relationship‑building strategies that accelerate new client acquisition and retention in your local community.
• Collaborate with market‑leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert advice.

Must‑have Qualifications

• 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.
• 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 (smartphones, tablets, laptops, etc.).
• Bilingualism (English and French) required, as you will regularly serve clients with English and French‑speaking needs.

Nice‑to‑have Qualifications

• Active in developing a solid network in the local community.

What’s in it for you?

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation.
• A world‑class training program in financial services.
• Excellent career development and access to a variety of job opportunities across business and geographies.
• Leaders who support your development through coaching and managing opportunities.
• Work in a dynamic, collaborative, progressive, and high‑performing team.

Job Skills

• Client Centricity
• Communication
• Critical Thinking
• Curiosity

Additional Job Details

Location: 1 PLACE VILLE MARIE:MONTRÉAL, Montréal, Canada

Work hours per week: 37.5

Employment type: Full time, Regular, Salaried

Posted Date: 2025‑11‑01

Application Deadline: 2026‑03‑01 (Applications accepted until 11:59 PM on the day prior to the deadline).

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that embraces diverse perspectives is core to our continued growth. Maintaining a workplace where employees feel supported to perform at their best, collaborate, innovate, and grow professionally helps bring our Purpose to life and create value for clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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