# Exclusive Career Event: Discover the Expert Banking Services Advisor Role at RBC at RBC

RBC is hiring an Exclusive Career Event: Discover the Expert Banking Services Advisor Role at RBC in Montreal, Canada. Level rates it Little AI ●○○○; you can [apply on Level](https://jobsbylevel.com/go/3678b7d5-a4d7-4518-a968-4ead872e72a3?utm_medium=ai-agent).

AI Level 1, AI centrality 37 out of 100. 1 PLACE VILLE MARIE:MONTRÉAL.

## Details

- Company: [RBC](https://jobsbylevel.com/companies/rbc)
- AI level: AI Level 1 (score 37 out of 100)
- Location: 1 PLACE VILLE MARIE:MONTRÉAL
- Posted: October 16, 2026
- Apply: https://jobsbylevel.com/go/3678b7d5-a4d7-4518-a968-4ead872e72a3?utm_medium=ai-agent

## Description

Job Description Do you have more than 2 years of experience as a financial advisor and have successfully completed, are in the process of completing, or wish to complete the Certificate of Achievement in Personal Finance from CSI (Principles of Financial Planning – Quebec, Investments and Taxation – Quebec, and Insurance and Retirement – Quebec)? We invite you to participate in a virtual and confidential career event taking place after the holidays. This exclusive opportunity will allow you to learn more about the Expert Banking Services Advisor role and the RBC model. By joining Canada's largest bank , you will benefit from structured professional development, clearly defined career paths, and advancement opportunities within a world-renowned institution. RBC offers competitive compensation and comprehensive social benefits including health and dental coverage, a generous retirement plan, flexible time off, and wellness programs. As an Expert Banking Services Advisor, you will have access to job stability, modern work tools, and a professional environment that values excellence and innovation. Propel Your Career — Come Meet Us! This event is by invitation only. Selected candidates will receive participation details. Submit your application now to be considered. Please note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the "Job Available at Other Locations" section of this job posting. As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel or work from any RBC location listed in this section is a condition of employment. What is the opportunity? As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. As an expert advisor, you have a breadth and depth of expertise across everyday banking, investments and credit, with the ability to fulfill on a robust Advice Experience on both complex personal and business needs. What will you do? Consistently demonstrate empathy, kindness and take the time to understand circumstances, motivators and concerns in all interactions with colleagues and clients Communicate effectively to uncover client needs, deliver client centric advice, solutions and proactively resolve client concerns at first point of contact Use your own advice capabilities, and those of the right partner in the RBC ecosystem to meet our clients entire suite of financial needs, both personal and business Provide professional advice and education with an ability to address complex credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstances Champion digital enablement by proactively educating our clients to self-serve, while leading with advice, serving through digital where possible and encouraging our clients to interact with us in their channel of choice. Make good use of technology to connect with clients both virtually and face to face Implement effective contact and relationship building strategies, that accelerate new client acquisition and retention in your local community Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert advice What do you need to succeed? Must-have Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course) Quebec – Completed Certificate of Achievement – Personal Finance, offered through the Canadian Securities Institute (i.e., Fundamentals of Personal Finance – Quebec, Investment and Taxation Fundamentals – Quebec, Insurance and Retirement – Quebec) 1-2

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/exclusive-career-event-discover-the-expert-banking-services-advisor-role-at-rbc-at-rbc-bd6af0

Source: https://jobsbylevel.com/jobs/exclusive-career-event-discover-the-expert-banking-services-advisor-role-at-rbc-at-rbc-bd6af0

## Cite this page

Level. https://jobsbylevel.com/jobs/exclusive-career-event-discover-the-expert-banking-services-advisor-role-at-rbc-at-rbc-bd6af0.

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