Banking Advisor

Job Description

What is the opportunity? 

This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals. Whether you’re demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client satisfaction and loyalty.

What will you do? 

• Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities 

• Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business 

• Respond to client-initiated contact, assisting them with a full range of financial transactions 

• Actively listen and engage clients in conversation to further understand their individual needs 

• Proactively take ownership of resolving and preventing client banking problems 

• Cultivate and maintain relationships with partners to make the most of business opportunities and referrals 

What do you need to succeed? 

Must-have 

• Mutual Funds accreditation, or willingness to obtain it (i.e., Investment Funds in Canada or the Canadian Securities Course) 

• Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment 

• Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients 

• Flexibility, eagerness to learn, strong personal ethics, and a hunger for success 

• 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 

• Strong track record of building and maintaining client relationships in the finance or service sector  

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

Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital Literacy

Additional Job Details

Address:

2560 RUE DE SALABERRY:MONTRÉAL

City:

Montréal

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-01-21

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.