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Banking Advisor- EN
Banking Advisor- ENRBC • Kirkland, Montreal (administrative region), CA
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Banking Advisor- EN

Banking Advisor- EN

RBC • Kirkland, Montreal (administrative region), CA
30+ days ago
Job type
  • Full-time
Job description

Apply for the Banking Advisor–EN role at RBC.

RBC is committed to providing exceptional client service and achieving its business objectives. Success in this role requires the ability and willingness to travel or work from any RBC location listed in this posting.

What is the opportunity?

This unique position calls on your client‑focused sales expertise and natural problem‑solving skills to maximize each client interaction. You will help clients with their everyday banking, credit, and investment needs, demonstrating digital banking solutions, onboarding new clients, and referring complex opportunities to specialists, thereby creating memorable client experiences that drive satisfaction and loyalty.

What will you do?

  • Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, and identifying sales and referral opportunities.
  • Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business.
  • Respond to client‑initiated contact, assisting them with a full range of financial transactions.
  • Actively listen and engage clients in conversation to further understand their individual needs.
  • Proactively take ownership of resolving and preventing client banking problems.
  • Cultivate and maintain relationships with partners to maximize business opportunities and referrals.

What do you need to succeed?

Must‑have

  • Mutual Funds accreditation, or willingness to obtain it (e.g., Investment Funds in Canada or Canadian Securities Course).
  • Demonstrated passion for putting clients first, and success in a hands‑on, target‑driven sales environment.
  • Problem‑solving and people skills, with the ability to build strong relationships and proactively connect with clients.
  • Flexibility, eagerness to learn, strong personal ethics, and a hunger for success.
  • Digital literacy across a broad range of devices (smartphones, tablets, laptops, etc.).
  • Bilingualism (English and French) required; you will regularly serve clients with English‑ and French‑speaking needs.

Nice‑to‑have

  • Strong track record of building and maintaining client relationships in the finance or service sector.

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 management opportunities.
  • Work in a dynamic, collaborative, progressive, and high‑performing team.

Job Skills

Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy

Additional Job Details

Address: 106 Beaubrepair Dr, Beaconsfield
City: Beaconsfield
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: Personal & Commercial Banking
Job Type: Regular
Pay Type: Salaried
Posted Date: 2025-11-01
Application Deadline: 2026-03-01

Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth. 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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Banking Advisor EN • Kirkland, Montreal (administrative region), CA

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