Expert Banking Advisor

Tobermory; Lévis; On-site; CAD 55,000 - 60,000; Full time

Benefits offered by this job

Total rewards program

Training and development programs

Career advancement opportunities

Mentorship from leaders

Dynamic team environment

Job summary

Royal Bank of Canada in Lévis is seeking an Expert Banking Advisor to deliver client-centric financial guidance, handle complex credit and investment needs, and promote digital self-service tools.

Ideal candidates bring 1–2 years of financial services sales, mutual funds accreditation, and a Certificate of Achievement in Personal Finance, plus strong communication and relationship-building skills.

Qualifications

• Mutual funds accreditation required (IFC or CSC).
• CSI Personal Finance Certificate required.
• 1–2 years of proven sales in financial services with exposure to credit and investments.
• Ability to build trust and sustain long-term client relationships.
• Digitally literate and comfortable using devices.
• Active in developing strong local community network.
• Comprehensive Total Rewards program, bonuses, and flexible benefits.
• World-class financial services training and career advancement opportunities.
• Mentorship from leaders prioritizing coaching.
• Dynamic, collaborative team environment.

Responsibilities

• Provide client-centric guidance on credit and investments.
• Educate clients to self-serve using digital tools.
• Develop and maintain client relationships to grow business.
• Collaborate with RBC specialists to deliver tailored financial solutions.
• Connect with clients in person and virtually.

Skills

Client-focused

Strong communication

Critical thinking

Curious mindset

Education

Mutual Funds accreditation (Investment Funds in Canada or CSC)

Certificate of Achievement in Personal Finance (CSI)

Job description

Royal Bank of Canada situated in 5415 BOUL GUILLAUME COUTURE:LÉVIS is seeking applications for the job position of Expert Banking Advisor who are enthusiastic and possess excellent interpersonal skills. The selected applicant must join and assume their responsibilities at the earliest. The employer is offering a full-time position.

Employer Name: Royal Bank of Canada
Position: Expert Banking Advisor
Salary: CA$55,000–$60,000+per year
Work hours/week: 37.5
Employment type: Full-time
Location: 5415 BOUL GUILLAUME COUTURE:LÉVIS

• The candidate will consistently demonstrate empathy and kindness, taking the time to understand the circumstances, motivators, and concerns of both colleagues and clients.
• The candidate will communicate effectively to understand client needs, deliver client-centric advice and solutions, and resolve concerns at the first point of contact.
• The candidate will use their own advice capabilities, along with the right partner in the RBC ecosystem, to meet clients’ full range of personal and business financial needs.
• The candidate will be responsible for providing professional guidance on complex credit and investment matters, ensuring solutions meet client needs and financial circumstances.
• The candidate must champion digital tools by educating clients to self-serve while providing expert advice and guidance.
• The candidate will be responsible for utilizing technology effectively to connect with clients in person and virtually.
• The candidate will be responsible for implementing effective contact and relationship building strategies, that accelerate new client acquisition and retention in your local community.
• The candidate must collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert advice.

Job Requirements

• The candidate must hold a valid Mutual Funds accreditation, such as Investment Funds in Canada or the Canadian Securities Course.
• The candidate must have completed the Certificate of Achievement in Personal Finance from the Canadian Securities Institute (i.e., Fundamentals of Personal Finance – Quebec, Investment and Taxation Fundamentals – Quebec, Insurance and Retirement – Quebec).
• The candidate must have 1-2 years of proven sales experience in financial services, with exposure to credit and investments.
• The candidate must demonstrate the ability to build trust and sustain long-term client relationships.
• The candidate must be digitally literate and comfortable using smartphones, tablets, laptops, and other devices.
• The candidate must be active in developing strong network within the local community.
• The candidate will receive a comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits.
• The candidate will benefit from a world-class financial services training program to enhance professional skills.
• The candidate will have access to career advancement opportunities across business areas and regions.
• The candidate will have the advantage of mentorship from leaders who prioritize coaching and career opportunities.
• The candidate will have the opportunity to work in a dynamic, collaborative, and high-performing team.

Job Skills

• The candidate must have a client-focused approach in all interactions.
• The candidate must have strong communication skills.
• The candidate must have strong critical thinking skills.
• The candidate must have a curious mindset and seek to understand clients and situations deeply.