Full-Time

Expert Banking Advisor

Confirmed live in the last 24 hours

Royal Bank of Canada

Royal Bank of Canada

10,001+ employees

Global financial institution offering diverse services

No salary listed

Senior

Quebec City, QC, Canada

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Requirements
  • 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 (i.e., 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 (i.e., smartphones, tablets, laptops, etc.)
Responsibilities
  • 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 our 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 our clients to self-serve, while leading with advice, serving through digital where possible and encouraging our clients to interact with us in 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
Desired Qualifications
  • Active in developing a solid network in the local community

Royal Bank of Canada (RBC) is a major financial institution that provides a wide range of services including personal and commercial banking, wealth management, insurance, investor services, and capital markets. RBC operates in Canada, the United States, and 27 other countries, serving over 17 million clients. The bank generates revenue through various financial products such as loans, mortgages, and investment services. RBC focuses on enhancing client experiences by leveraging technology and innovation in its services. Unlike many competitors, RBC emphasizes community support through donations and volunteer activities, which is a key part of its corporate philosophy. The bank's goal is to adapt to the changing needs of its clients while fostering community prosperity, driven by a dedicated workforce of over 94,000 employees.

Company Size

10,001+

Company Stage

IPO

Headquarters

Toronto, Canada

Founded

1864

Simplify Jobs

Simplify's Take

What believers are saying

  • Partnership with Canadian Tire enhances loyalty programs and revenue streams.
  • New leadership in Singapore boosts RBC's wealth management presence in Asia.
  • RBC's social responsibility initiatives attract socially conscious clients.

What critics are saying

  • Lawsuit from Richmond could lead to financial and reputational damage.
  • Potential U.S. trade war may impact RBC's financial stability.
  • Employee dissatisfaction post-acquisition could cause operational disruptions.

What makes Royal Bank of Canada unique

  • RBC's diversified business model spans banking, wealth management, and capital markets.
  • Strong focus on innovation enhances client experiences and service delivery.
  • Commitment to community support strengthens brand reputation and client loyalty.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Professional Development Budget

Flexible Work Hours

Performance Bonus

Company News

Mobility Plaza
Mar 31st, 2025
Canadian Tire Corporation enhances loyalty via RBC partnership

Canadian Tire Corporation has signed a new long-term strategic loyalty partnership with Royal Bank of Canada (RBC) to enhance the value of their respective rewards programs.

Richmond Side
Mar 19th, 2025
Richmond sues banks to recover millions it says were lost to financial contracts

The city of Richmond filed a lawsuit Monday against JPMorgan Chase, Royal Bank of Canada (RBC) and the city's former financial advisors that seeks to recover "tens of millions" in payments made on derivative contracts that officials claim violated state law.

Private Banker International
Mar 14th, 2025
RBC Wealth Management appoints new head of private banking in Singapore

Royal Bank of Canada's (RBC) wealth management unit RBC Wealth Management has appointed Kamran Azim as the new head of private banking in Singapore.

The Voice of Saint Lucia
Mar 12th, 2025
1st National Bank and NWU Industrial Dispute Still Unresolved

The central issue is the bank employees' dissatisfaction with the non-compliance regarding "increment adjustments" tied to an agreement following the 1st National Bank's acquisition of the Royal Bank of Canada (RBC) last year.

EIN News
Mar 10th, 2025
MEAGAN GOOD, TATYANA ALI, NZINGA BLAKE, DEIONDRA SANDERS & MORE ATTEND 2025 LEADHER AWARDS PRESENTED BY RBC

OTTAWA, OTTAWA, CANADA, March 10, 2025 / EINPresswire.com / - In celebration of International Women's Day, the Equal Chance Foundation and Royal Bank of Canada (RBC) proudly hosted the 2025 LEADHER Awards, a night dedicated to recognizing women who are breaking barriers and challenging norms across business, technology, media, sports, education, and humanitarian work.