Expert Banking Advisor

We are looking for a skilled Expert Banking Advisor to deliver proactive, client-focused financial advice to high-value clients. You will nurture relationships, provide expert guidance on banking, investments, and credit, and collaborate with RBC partners. Ideal candidates have proven sales experience in financial services and strong digital literacy.

Skills

• mutual funds accreditation
• personal finance certificate
• bilingualism (english and french)
• credit analysis
• investment advisory
• client relationship management
• digital literacy
• financial planning
• retirement planning
• mortgage advisory
• business banking
• client education
• sales experience
• client discovery
• critical thinking
• curiosity
• community networking