Expert Banking Advisor

Tobermory; Saint-Gabriel-de-Brandon; On-site; CAD 78,000 - 141,000; Full time

Benefits offered by this job

Total Rewards

Training program

Career advancement

Mentorship

Team culture

Job summary

Royal Bank of Canada in Quebec seeks an Expert Banking Advisor to support clients with empathetic, client-focused service and tailored financial guidance. You will work in a collaborative, high-performing team, delivering expert advice on credit and investments and guiding clients to self-serve digital tools.

You’ll leverage RBC partners, build local networks, and contribute to new client acquisition while maintaining trusted relationships.

Qualifications

• Mutual Funds accreditation (e.g., Investment Funds in Canada or the Canadian Securities Course)
• Certificate of Achievement in Personal Finance from the Canadian Securities Institute (Quebec focused)
• 1–2 years of proven sales experience in financial services, with exposure to credit and investments
• Ability to build trust and sustain long-term client relationships
• Digital literacy and comfort with smartphones, tablets and laptops
• Active in developing a strong local community network
• Total Rewards program including competitive compensation, bonuses and flexible benefits
• World-class financial services training program to enhance professional skills
• Career advancement opportunities across business areas and regions
• Mentorship from leaders who prioritize coaching and career opportunities
• Dynamic, collaborative, and high-performing team environment

Responsibilities

• Show empathy and kindness, understand client circumstances, motivators, and concerns.
• Communicate clearly to identify client needs and deliver client-focused advice and solutions, resolving concerns at first contact.
• Leverage RBC partners to address clients’ personal and business financial needs.
• Provide professional guidance on complex credit and investment matters.
• Educate clients to self-serve with digital tools while offering expert guidance.
• Utilize technology to connect with clients in person and virtually.
• Implement effective client relationships strategies to accelerate new client acquisition and retention locally.
• Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking to ensure tailored advice.

Skills

Client-focused approach

Excellent communication

Critical thinking

Curious mindset

Job description

Royal Bank of Canada is located at 790 RUE NOTRE DAME:BERTHIERVILLE. The company is currently looking for applications for the role of Expert Banking Advisor. We are seeking a motivated individual with strong interpersonal skills. The successful candidate will be expected to begin their duties as soon as possible. The open positions are for Full time job.

Employer Name: Royal Bank of Canada
Position: Expert Banking Advisor
Salary: $78,000 – $141,000 per year
Work hours/week: 37.5
Employment type: Full-time
Location: 790 RUE NOTRE DAME:BERTHIERVILLE

• The candidate will be responsible for showing empathy and kindness, taking time to understand colleagues’ and clients’ circumstances, motivators, and concerns.
• The candidate will be responsible for communicating clearly to identify client needs and deliver client-focused advice and solutions, resolving concerns at the first point of contact.
• The candidate must leverage their own expertise, as well as that of RBC partners, to address clients’ 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 excellent 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.