Expert Banking Advisor

We are recruiting a Expert Banking Advisor to deliver proactive, professional advice to high-value clients, supporting their personal and business financial needs. You will build and 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 bilingual proficiency in English and French.

Skills

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