Expert Banking Advisor- EN

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

Job Description

When applying, you must be able to maintain mobility across the branch locations listed in the "Job Available at Other Locations" section of this posting. The ability to travel or work from any RBC location listed in this section is a condition of employment.

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 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?

• 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, Curious Mindset, Data Analysis, Digital Literacy

Additional Job Details:

Address: 106 BEAUREPAIRE DR:BEACONSFIELD

City: Beaconsfield

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-11-01

Application Deadline: 2026-09-01

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.