Serve high-value clients as an RBC Expert Banking Services Advisor in Montréal, using financial advice, credit, and investment expertise. Bilingualism is required.
This full time position supports personal and small business clients through proactive, skilled advice. You will address complex credit and investment needs, build relationships, and collaborate with RBC partners. The role combines everyday banking, investments, and credit expertise.
Key Responsibilities:
Attract, nurture, and grow personal and small business client relationships
Uncover needs and deliver client-centric financial solutions
Provide advice on complex credit and investments
Educate clients about digital self-service options
Collaborate with planning, mortgage,
and business banking specialists
Requirements:
Valid Mutual Funds accreditation through IFIC or Canadian Securities Course
Completed Quebec Certificate of Achievement in Personal Finance
One to two years of financial services sales experience
Ability to build trust and maintain long-term relationships
English and French bilingualism with digital literacy
Apply your financial advice, credit, investment, and relationship-building expertise while serving RBC clients across Montréal.
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📌 Rbc Expert Banking Services Advisor Montreal
🏢 RBC
📍 Montreal