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Royal Bank of Canada

Global banking, wealth management, and insurance

Expert Banking Advisor

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeMontreal, QC, CanadaNo salary listed

About the Job

Requirements

  • Hold valid Mutual Funds accreditation through Investment Funds in Canada or the Canadian Securities Course.
  • Have completed Quebec's Certificate of Achievement – Personal Finance offered through the Canadian Securities Institute, including Fundamentals of Personal Finance – Quebec, Investment and Taxation Fundamentals – Quebec, and Insurance and Retirement – Quebec.
  • Have 1–2 years of proven sales experience in financial services, handling credit and investments.
  • Demonstrate the ability to build trust and maintain long-term client relationships.
  • Have digital literacy across devices such as smartphones, tablets, and laptops.
  • Be bilingual in English and French to regularly serve clients with English- and French-speaking needs.
  • Maintain mobility between the listed branch locations and be willing to travel or work from any RBC location listed in the posting.

Responsibilities

  • Attract, nurture, and grow relationships with high-value personal and small-business clients by adding value in important client interactions.
  • Provide proactive, professional advice and collaborate with RBC partners to support clients' goals and key life events.
  • Provide expert advice across everyday banking, investments, and credit, including complex personal and business needs.
  • Demonstrate empathy and kindness, and understand colleagues' and clients' circumstances, motivators, and concerns.
  • Communicate effectively to uncover client needs, deliver client-centric advice and solutions, and proactively resolve concerns at first contact.
  • Use personal advice capabilities and appropriate RBC partners to meet clients' personal and business financial needs.
  • Provide professional advice and education on complex credit and investment needs, ensuring recommended solutions suit clients' needs and financial circumstances.
  • Educate clients to self-serve digitally while leading with advice and encouraging their preferred service channels.
  • Use technology to connect with clients virtually and face to face.
  • Implement contact and relationship-building strategies to accelerate new client acquisition and retention in the local community.
  • Collaborate with professionals in financial planning, retirement planning, mortgages, and business banking to provide customized expert advice.

Desired Qualifications

  • Actively develop a solid network in the local community.

About the Company

Royal Bank of Canada

Global banking, wealth management, and insurance

What does RBC do? It provides a wide range of financial services including personal and commercial banking, wealth management, insurance, investor services, and capital markets to clients in Canada, the United States, and 27 other countries. How do its products work? It earns revenue from loans, mortgages, investment products, and advisory services, and uses technology to deliver a seamless client experience across a diversified set of financial services, with an emphasis on digital tools and customer service. How is RBC different from competitors? It combines scale and global reach with a principles-led culture, a strong focus on community impact, and a large, diverse workforce (94,000+ employees) to drive client outcomes and continuous innovation. What is RBC’s goal? To help clients prosper and communities thrive by delivering reliable financial solutions and services while adapting to changing needs and maintaining leadership in the financial sector.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1864

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