Expert Banking Advisor; Des Ormeaux

Job Description:

Successful candidates must offer and maintain mobility between the branch locations listed in the “Job Available at Other Locations” section of this posting. As part of RBC's commitment to providing exceptional client service, the ability and willingness 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 high‑value personal and small business clients, adding value in moments that matter. You provide proactive, professional advice and collaborate with RBC partners to help clients achieve their goals and key life events. You bring a breadth and depth of expertise across everyday banking, investments and credit, enabling a robust Advice Experience for both complex personal and business needs.

• 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 clients’ entire suite of financial needs, both personal and business.
• Provide skilled 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 clients to self‑serve, while leading with advice, serving through digital where possible and encouraging clients to interact with us 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 the 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.

• Must‑have:
  Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).
• Must‑have:
  Quebec Completed Certificate of Achievement Personal Finance, offered through the Canadian Securities Institute (Fundamentals of Personal Finance Quebec, Investment and Taxation Fundamentals Quebec, Insurance and Retirement Quebec).
• Must‑have: 1–2 years of proven sales experience in the financial services industry, handling credit and investments.
• Must‑have:
  Demonstrated ability to build trust and maintain long‑term client relationships.
• Must‑have:
  Digital literacy across a broad range of devices (smartphones, tablets, laptops, etc.).
• Must‑have:
  Bilingualism (English and French) required, as you will regularly serve clients with English and French‑speaking needs.
• Nice‑to‑have:
  Active in developing a solid network in the local community.

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.

• Advice Based Solutions
• Client Centricity
• Client Discovery
• Communication
• Critical Thinking
• Curious Mindset
• Data Analysis
• Digital Literacy

Address: 106 Beaurépaire Dr, Beaconsfield, Canada. Work hours/week: 37.5.

Employment type:

Full time. Platform: PERSONAL & COMMERCIAL BANKING. Job type:
Regular.

Pay type:

Salaried.

Inclusion and Equal Opportunity Employment At 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.