Expert Banking Advisor

RBC; Montreal; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial institution in Montreal is seeking a Financial Advisor to build and nurture relationships with clients. The role requires expertise in banking, investments, and credit, alongside proven sales skills and bilingualism. This position offers competitive compensation, a comprehensive rewards program, and an opportunity for professional growth in a collaborative team environment.

Benefits

Comprehensive Total Rewards Program

World-class training in financial services

Dynamic and collaborative work environment

Qualifications

• 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.
• Bilingualism (English and French) required.

Responsibilities

• Provide professional advice and education on complex credit and investments.
• Implement effective contact and relationship building strategies.
• Collaborate with professionals in financial and business planning.

Skills

Client Centricity

Communication

Digital Literacy

Critical Thinking

Data Analysis

Curiosity

Education

Mutual Funds accreditation

Certificate of Achievement – Personal Finance (Quebec)

Job description

What is the opportunity?

As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. As an expert advisor, you have a breadth and depth of expertise across everyday banking, investments and credit, with the ability to fulfill on a robust Advice Experience on both complex personal and business needs.

What will you do?

• 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.

What do you need to succeed?

Must-have

• 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.).
• Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.

Nice-to-have

• Active in developing a solid network in the local community.

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation.
• A world-class training program in financial services.
• Excellent career development and access to a variety of job opportunities across business and geographies.
• Leaders who support your development through coaching and managing opportunities.
• Work in a dynamic, collaborative, progressive, and high-performing team.

Job Skills

Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy.

Additional Job Details

Address: 4977 RUE JEAN TALON O:MONTRÉAL

City: Montréal

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-10-17

Application Deadline:

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.