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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-time

About the Job

Requirements

  • Valid Mutual Funds accreditation, through Investment Funds in Canada or the Canadian Securities Course.
  • Completed 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.
  • One to two 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, including smartphones, tablets, and laptops.
  • Bilingualism in English and French, as the role regularly serves clients with English- and French-speaking needs.

Responsibilities

  • Attract, nurture, and grow relationships with high-value personal and small business clients by adding value in important client moments.
  • Provide clients with proactive, professional advice and collaborate with RBC partners to help clients achieve goals and navigate key life events.
  • Demonstrate empathy and kindness, and take time to understand circumstances, motivators, and concerns in interactions with colleagues and clients.
  • Communicate effectively to uncover client needs, deliver client-centered advice and solutions, and proactively resolve client concerns at first point of contact.
  • Use personal advice capabilities and appropriate partners in the RBC ecosystem to meet clients’ full range of personal and business financial needs.
  • Provide professional advice and education on complex credit and investments, ensuring recommended solutions suit clients’ needs and financial circumstances.
  • Promote digital enablement by educating clients to self-serve, leading with advice, serving digitally where possible, and encouraging clients to use their preferred channel.
  • 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 clients with customized expert advice.

Desired Qualifications

  • Develop a strong 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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