Expert Banking Advisor

3 weeks ago

SHERBROOKE, Canada Royal Bank of Canada Full time

Job Summary

Job Description

Job Description

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 â Completed Certificate of Achievement â Personal Finance, offered through the Canadian Securities Institute (i.e., Fundamentals of Personal Finance â Quebec, Investment and Taxation Fundamentals â Quebec, Insurance and Retirement â Quebec)

  • 1-2 years of proven sales experience in the financial services industry, handling credit and investments

  • Demonstrated ability to build trust and maintain long-term client relationships

  • Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)

  • This role requires fluency in both French and English in order to serve RBC's French and English-speaking customers in this market.

.

Nice-to-have

  • Second language skill

  • Active in developing a solid network in the local community

What are the advantages for you?

We strive to meet the challenge of being our best mind, a progressive mindset to continue to grow and work together to provide trusted advice to help our clients thrive and thrive in communities. We care about each other, realize our potential, make a difference for our communities, and achieve mutual success.

  • Network and develop lasting relationships with students from diverse backgrounds across Canada

  • Participate in fun events and gamification challenges to help you build your career toolkit while enjoying a work-life balance.

  • Leaders who support your development with coaching and learning opportunities

  • Work in a dynamic, collaborative, progressive and high-performance team

  • Ability to make a difference and lasting impact

  • Enjoy a comfortable work environment with the ability to dress casually

Job Skills

Client Centricity, Communication, Critical Thinking, Curiosity

Additional Job Details

Address:

2665 RUE KING O:SHERBROOKE

City:

SHERBROOKE

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Personal and Commercial Banking

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-04-23

Application Deadline:

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
âââââââ
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

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.

  • Expert Banking Advisor

    1 week ago

    Sherbrooke, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionJob DescriptionWhat 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...

  • Expert Banking Advisor

    2 weeks ago

    Sherbrooke, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionJob DescriptionWhat 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...

  • Expert Banking Advisor

    2 days ago

    Sherbrooke, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionJob DescriptionWhat 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...

  • Mobile Mortgage Advisor

    3 weeks ago

    Sherbrooke, Canada Canadian Imperial Bank of Commerce Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are...

  • Mobile Mortgage Advisor

    3 weeks ago

    Sherbrooke, Canada Canadian Imperial Bank of Commerce Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are...

  • Mobile Mortgage Advisor

    3 weeks ago

    Sherbrooke, Canada Canadian Imperial Bank of Commerce Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are...

  • Mobile Mortgage Advisor

    7 days ago

    Sherbrooke, Canada Canadian Imperial Bank of Commerce Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are...

  • Mobile Mortgage Advisor

    3 weeks ago

    Sherbrooke, QC, Canada Canadian Imperial Bank of Commerce Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Banking Centre Leader

    4 weeks ago

    Sherbrooke, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Client Advisor

    4 weeks ago

    Sherbrooke, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service...

  • Mortgage Specialist-Remote

    3 weeks ago

    Sherbrooke, QC, Canada Canadian Imperial Bank of Commerce Full time

    We’re building a relationship-oriented bank for the modern world. You’ll be joining CIBC’s Personal and Small Business Banking team. You’ll leverage your banking and mortgage experience to help clients achieve their home ownership dreams. As a Mobile Mortgage Advisor, you’ll have the flexibility to meet with your clients where and when it’s...

  • Associate Financial Advisor

    4 weeks ago

    Sherbrooke, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Wealth Management Advisor

    1 week ago

    Sherbrooke, QC, Canada Desjardins Group Full time

    Wealth Management Advisor page is loaded Wealth Management Advisor Apply remote type The work arrangement for the position is hybrid work locations Sherbrooke time type Full time posted on Posted Yesterday job requisition id R2404860 As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business...

  • Financial Services Specialist/ Financial Advisor

    5 days ago

    Sherbrooke, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Client Advisor

    4 weeks ago

    Sherbrooke, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer...

  • Client Advisor

    2 days ago

    Sherbrooke, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer...

  • Client Advisor

    4 weeks ago

    Sherbrooke, Canada RBC - Royal Bank Part time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer...

  • Client Advisor

    16 hours ago

    Sherbrooke, Canada RBC - Royal Bank Part time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer...

  • Wealth Management Advisor

    1 week ago

    Sherbrooke, Canada Desjardins Full time

    As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...

  • Senior Advisor

    1 week ago

    Sherbrooke, QC, Canada CIMA Canada Inc Full time

    At CIMA+, you’ll find a place where you’ll have many opportunities to learn and develop while working on engaging projects. You will have the flexibility to manage your work on your own terms and define what work-life balance means to you. CIMA+ is currently looking for a TO Senior Cybersecurity Advisor to join our Cybersecurity Services team. This...