Expert Banking Advisor

Job description

Please note that successful candidates must offer and maintain mobility between the branch locations listed in the "Job available in other location" section of this job posting.

As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel or work from any RBC location listed in this section is a condition of employment.

What does the role involve?

As an Expert Banking Services Advisor at RBC, you attract high-value personal and small business clients, and you build and develop client relationships by creating value in the moments that matter to them. You provide our clients with proactive, professional advice and, working with RBC partners, you help clients achieve their goals and meet their needs during important life events. As an expert advisor, you have extensive expertise in everyday banking, investments and credit, and are able to deliver a quality advisory experience that meets the complex needs of clients, both personal and small business.

What will your tasks be?

• Show empathy and kindness in all interactions with colleagues and clients, and take the time to truly understand their reality, motivations and concerns.
• Communicate effectively to identify client needs, provide targeted advice and solutions, and proactively address their concerns at the first point of contact.
• Use your advisory skills and those of your key partners within the RBC ecosystem to meet all of clients' financial needs, both personal and small business.
• Provide professional advice and information to clients, and demonstrate the ability to meet complex credit and investment needs, ensuring that the solutions offered are suited to clients' needs and financial situation.
• Promote digital enablement for clients by proactively informing them about self-service options while guiding them with advice, recommending digital services and inviting them to do business with us through the channel of their choice.
• Make effective use of technology to communicate with clients, both virtually and in person.
• Implement effective client outreach and relationship-building strategies that accelerate the acquisition and retention of new clients in your community.
• Collaborate with the best market professionals in financial planning, retirement planning and mortgages, as well as business banking specialists, so that clients can benefit from personalized and relevant advice from experts.

What do you need to succeed?

Essential skills

• Valid mutual fund license (from either the Investment Funds in Canada course or the Securities Trading in Canada course)
• Certificate of completion – Personal Finance from CSI (i.e., the following three courses: Principles of Financial Planning – Quebec, Investments and Taxation – Quebec, and Insurance and Retirement – Quebec)
• One to two years of hands-on experience in the financial services sector, including credit and investment management
• Proven ability to establish and maintain long-term relationships of trust with clients
• Knowledge of a wide range of digital devices (smartphones, tablets, laptops, etc.)
• Bilingualism (English and French) required, as you will serve both French- and English-speaking clients.

Desired skills

• Being very active in the community and building a strong network of contacts there

What are the benefits for you?

We thrive on the challenge of being our best forward-thinking selves so we can keep growing, and of working together to provide trusted advice that helps our clients prosper and communities thrive. We care about one another, about reaching our potential, about making a difference in our communities, and about achieving mutual success.

• A comprehensive total rewards program including bonuses and flexible benefits, and competitive compensation.
• A world-class financial services training program
• Excellent career development and access to a variety of job opportunities across businesses and geographic areas
• Leaders who support your development through coaching and the management of opportunities
• Working within a dynamic, collaborative, forward-thinking and high-performing team

Professional skills

Communication, Intellectual curiosity, Client focus, Critical thinking

Additional job details

Address

2310 RUE SAINT LOUIS:GATINEAU

City

Gatineau

Country

Canada

Number of working hours per week

37.5

Job type

full time

Industry sector

Function type

Regular

Salary scale type

Employee

Posting date

2025-11-01

Application deadline

2026-12-31

Note: Applications will be accepted until 11:59 p.m. on the day before the application deadline above

Our job opportunities

At RBC, we are guided by our shared values – Client First, Integrity, Collaboration, Respect, Excellence – and the principle One RBC, the key to success. We believe that an inclusive workplace offering diverse perspectives is essential to our continued growth, as one of the largest and most profitable financial institutions in the world. Our workplace, which fosters excellence, collaboration, innovation and the professional fulfillment of our employees, helps us achieve our purpose and create value for our clients and the communities where we operate. To that end, we implement policies and programs aimed at fostering a workplace based on respect and belonging that offers opportunities for all.

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Push your limits and build a new future at RBC. Discover how we put our passion and drive to work for the well-being of clients and communities at jobs.rbc.com.