Expert Banking Advisor

Exciting opportunity for an Expert Banking Advisor to deliver proactive, client-focused financial advice to high-value clients. Engage in relationship building, provide expert guidance on banking, investments, and credit, and collaborate with RBC partners. Ideal for candidates with proven sales experience in financial services and bilingual proficiency in English and French.

Skills

• mutual funds accreditation
• personal finance certificate
• bilingualism (english and french)
• credit analysis
• investment advisory
• financial planning
• client relationship management
• digital literacy
• client acquisition
• client retention
• financial education
• mortgage advisory
• community networking
• critical thinking
• client centricity
• professional communication