Expert Banking Advisor
Core
Attract, nurture, and grow relationships with high-value personal and small business clients by providing proactive advice on everyday banking, investments, and credit.
Role type
Financial Advisor (Personal & Commercial Banking)
Builds
Client relationships and financial solutions for personal and business needs
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Mutual Funds accreditation, Canadian Securities Course (CSC), Quebec Personal Finance certification, sales experience, bilingualism (English/French), digital literacy
Preferred skills
local community networking
Technologies
smartphones, tablets, laptops
Responsibilities
Communicate effectively to uncover client needs and deliver client-centric advice, collaborate with RBC partners to meet clients' entire suite of financial needs, provide professional advice and education on complex credit and investments, champion digital enablement by educating clients to self-serve, implement effective contact and relationship building strategies to accelerate new client acquisition and retention
Seniority
Entry-level to Mid-level (1-2 years experience)
