Bilingual Advisor, RBC Advice Centre; Montreal

Job Overview

As an RBC Home Advisor, you will participate in the evolution of a new role in Canadian Banking. You will nurture and grow relationships with potential home buyers by providing tailored guidance and support throughout the entire home‑buying journey. As an RBC ambassador, you are the clients’ primary contact and gateway to RBC colleagues and partners who will help bring clients closer to realizing their home‑ownership goals.

Leverage your credit knowledge and relationship‑building expertise to create meaningful experiences that drive a high degree of client satisfaction and loyalty.

• Provide skilled credit advice to assist clients while navigating the multiple stages of the home‑buying journey, beginning with contacting leads generated through online home‑journey tools such as True Home Affordability.
• Deliver professional advice and education, addressing complex credit scenarios including leveraging existing home equity, switch‑ins, and all RBC mortgage programs.
• Support full end‑to‑end mortgage fulfillment leveraging Casper and Linx.
• Establish a regular contact strategy and diligently update systems that enable the relationship.
• Deepen client relationships by guiding them through the stages of the home‑buying journey: awareness, research, validation of home‑equity financing options, and making a decision to proceed with a mortgage application.
• Use new and innovative tools such as video‑enabled capabilities, screen share, and advisor/client dashboards to enhance the client experience and relationship.
• Develop strong partner relationships to support mortgage referrals and application fulfillment.
• Fuel broader growth through opportunity spotting and warm introductions to RBC partners.
• Keep up to date on relevant RBC policies and procedures and ensure that due diligence is exercised accordingly.

• Must have 2–3years of proven experience in the financial services industry.
• Ability to provide complex credit advice, including mortgage fulfillment.
• Bilingualism (English and French) required.
• A change‑oriented and agile mindset, consistently delivering an exceptional client experience.
• Strong interpersonal skills that build trust, drive loyalty, and proactively nurture client relationships.
• Excellent communication skills, time management, prioritization, and organizational skill.
• Digital literacy across a broad range of devices (smartphones, tablets, laptops, etc.).
• Flexibility to provide advice and service during evenings and weekends.
• Ability to work independently as a Remote Office Employee (ROE), managing time, organization, and problem finding from a home office with a private, quiet space and reliable Internet connectivity.
• Previous relationship‑management experience within the financial or service industry (nice to have).
• Desire to build exceptional client experiences across multiple channels (phone, chat, email, etc.).

• A comprehensive Total Rewards Program including bonuses, adaptable benefits, competitive compensation, commissions, and stock where applicable.
• Leadership that supports your development through coaching and managing opportunities.
• Work in a dynamic, collaborative, progressive, and high‑performing team.
• A world‑class training program in financial services.

Address: 800 Rue de la Gauchètire O., Suite 4021, Montréal, Canada

Work hours:

37.5hours per week, Monday to Friday 9AM – 8PM;
Saturday 10AM – 6PM (local time)

Employment type:

Full time, Regular, Salaried

Platform:
Personal & Commercial Banking, Job Type: Regular,

Pay Type:

Salaried

At RBC we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence, and we win together as One RBC. We believe in an inclusive workplace that fosters respect, belonging, and opportunity for all.