Banking advisor Jobs

Expert Banking Advisor
Royal Bank of Canada —Boucherville, QC
- Full-time
- Sales
- English
- Finance
13d
Expert Banking Advisor
Royal Bank of Canada —Pointe-Claire, QC
- Full-time
- Sales
- English
- Finance
13d
Banking Advisor
Royal Bank of Canada —Saint-Jean-sur-Richelieu, QC
- Full-time
- Sales
- English
- Travel
13d
Banking Advisor
Royal Bank of Canada —Chambly, QC
- Full-time
- Sales
- English
- Travel
13d
Expert Banking Advisor
Royal Bank of Canada —Saint-Jean-sur-Richelieu, QC
- Full-time
- Sales
- English
- Finance
13d
Family Office / Finance Manager
Farrow Realty Inc —Windsor, ON
- $85,000–$100,000 a year
- Full-time
- Finance
- Supervising experience
- Bachelor's
Quick apply
Member Service Advisor
LAKELAND CREDIT UNION LTD —Bonnyville, AB
- $46,520–$58,150 a year
- Full-time
- High school diploma or GED
- Accounting
- Front desk
Quick apply
11d
Investment Advisor
National Bank of Canada —Montréal, QC
- From $59,380 a year
- Full-time
- English
- Financial services
- Wellness program
- Employee assistance program
Controller
AUTO DIRECT USA —Mount Pearl, NL
- $80,000–$100,000 a year
- Full-time
- Finance
- Bachelor's
- Continuous improvement
- Disability insurance
- Dental care
Quick apply
Wealth Associate
National Bank of Canada —Drummondville, QC
- Full-time
- Microsoft Office
- Bachelor's
- Financial services
- Wellness program
- Employee assistance program
Expert Banking Advisor
Royal Bank of Canada —Lévis, QC
- Full-time
- Sales
- Finance
- Travel
10d
Wealth Associate
National Bank of Canada —Chicoutimi, QC
- Full-time
- Hybrid work
- Microsoft Office
- In-person
- Wellness program
- Employee assistance program
Senior Director of Finance
PEAK PRODUCTS MANUFACTURING —Richmond, BC
- $225,000 a year
- Full-time
- Hybrid work
- ERP systems
- Finance
- Bachelor's
- Wellness program
- Dental care
Quick apply
Member Experience Advisor - Three Hills
Servus Credit Union —Three Hills, AB
- Part-time
- Sales
- High school diploma or GED
- Business development
- Profit sharing
Quick apply
Agriculture Banking Advisor
Servus Credit Union —Barrhead, AB
- Sales
- Business development
- Analysis skills
- Profit sharing
Quick apply
Member Experience Advisor - Athabasca
Servus Credit Union —Athabasca, AB
- Part-time
- Sales
- High school diploma or GED
- Business development
- Profit sharing
Quick apply
Financial Planner
Canaccord Genuity Corp. —Vancouver, BC
- $75,000–$85,000 a year
- Full-time
- Presentation skills
- Communication skills
Chief Financial Officer
Youth Empowerment & Support Services —Edmonton, AB
- Full-time
- Master's degree
- Presentation skills
- Bachelor's
Quick apply
5d
Banking advisor
Royal Bank of Canada —Saint-Lambert, QC
- Full-time
- Sales
- English
- Travel
13d
Personal Banking Advisor
National Bank of Canada —Montréal, QC
- From $57,899 a year
- Full-time
- English
- Contracts
- Financial services
- Wellness program
- Employee assistance program

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Expert Banking Advisor

Royal Bank of Canada -
Boucherville, QC

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Job details

Full-time
13 days ago

Qualifications

French
Investment
Customer communication
Customer relationship building
Finance
Sales
English
Client relationship development
Finance
Client services
Customer service orientation
Computer skills
Financial services
CSC
Client consultation
Client interaction
Customer acquisition
Mobile devices

Full job description

Job Description

Please note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the "Job Available at Other Locations" 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 is the opportunity?

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 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 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?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

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

Client Centricity, Communication, Critical Thinking, Curious Mindset

Additional Job Details

Address:

1100 RUE DU LUX, UNIT 210:BROSSARD

City:

Brossard

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-10-23

Application Deadline:

2026-12-31

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

Our Employment Opportunities

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.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Apply Now

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