Full-Time

Banking Advisor

Deadline 12/31/25
Royal Bank of Canada

Royal Bank of Canada

10,001+ employees

Global financial institution offering diverse services

No salary listed

Pointe-Claire, QC, Canada

In Person

The job is located in the West-Island of Montreal, specifically in Pointe-Claire.

Category
💰Finance & Banking (1)
Requirements
  • Mutual Funds accreditation, or willingness to obtain it (i.e., Investment Funds in Canada or the Canadian Securities Course)
  • Demonstrated passion for putting clients first, as well as 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 (i.e., smartphones, tablets, laptops, etc.)
  • Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.
Responsibilities
  • Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as 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 make the most of business opportunities and referrals.
Desired Qualifications
  • Track record in building rapport and maintaining client relationships within the financial or service industry.

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 initiatives, 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

  • RBC's credit facilities to tech firms boost portfolio diversity and risk management.
  • Expansion into the SaaS market could lead to increased revenue from tech-driven businesses.
  • Participation in data center financing positions RBC as a digital transformation leader.

What critics are saying

  • Exposure to volatile tech sector could impact RBC if tech firms face financial issues.
  • RBC's focus on long-term fixed income investments may be risky if interest rates rise.
  • Involvement in SaaS market exposes RBC to rapid tech changes and competitive pressures.

What makes Royal Bank of Canada unique

  • RBC is Canada's largest bank by market capitalization, enhancing its competitive edge.
  • The bank's diversified business model spans banking, wealth management, and capital markets.
  • RBC's focus on innovation and technology enhances client experiences and operational efficiency.

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Benefits

Professional Development Budget

Flexible Work Hours

Performance Bonus

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