Bilingual Banking Advisor: Personal & Business Finance

RBC; Elkview (WV); On-site; USD 47,000 - 61,000; Full time

Benefits offered by this job

Total rewards program and bonuses

World-class training program

Career opportunities across geos

Job summary

RBC is seeking a Financial Advisor in Canada to attract, nurture, and grow relationships with high-value personal and small business clients. The advisor provides proactive, professional advice across banking, investments, and credit, leveraging RBC partners to fulfill client goals and life events.

The role emphasizes empathy, digital-enabled service, and collaboration with specialists to deliver tailored financial solutions in a dynamic branch environment.

Qualifications

• Digital literacy across a broad range of devices (smartphones, tablets, laptops)
• Bilingualism (English and French) required, regularly serving clients with English and French-speaking needs
• Proven sales experience in financial services handling credit and investments
• Ability to build trust and maintain long-term client relationships

Responsibilities

• Consistently demonstrate empathy and understand client circumstances in all interactions
• Communicate effectively to uncover client needs and deliver client-centric advice
• Use advice capabilities and RBC partners to meet clients’ financial needs
• Provide education on complex credit and investments, ensuring suitable solutions
• Champion digital enablement and encourage client self-serve while offering advice
• Connect with clients virtually and face-to-face using technology
• Build and execute strategies for client acquisition and retention in the local community
• Collaborate with financial planning, retirement, mortgages, and business banking experts for tailored advice

Skills

Digital literacy

Bilingual English/French

Relationship building

Education

Mutual funds accreditation (Investment Funds in Canada or Canadian Securities Course)

Quebec – Certificate of Achievement – Personal Finance (Quebec CSI)

Job description

RBC is seeking a Financial Advisor in Canada to attract, nurture, and grow relationships with high-value personal and small business clients. The advisor provides proactive, professional advice across banking, investments, and credit, leveraging RBC partners to fulfill client goals and life events.

The role emphasizes empathy, digital-enabled service, and collaboration with specialists to deliver tailored financial solutions in a dynamic branch environment.