Expert Banking Advisor

7 days ago

PointeClaire, Quebec, Canada RBC - Royal Bank Full time

Financial Advisor Opportunity

As a Financial Advisor at RBC, you will attract, nurture, and grow relationships with high-value clients, providing proactive, professional advice and collaborating with partners to help clients achieve their goals.

Key Responsibilities:

  • Demonstrate empathy and kindness in all interactions with colleagues and clients, understanding their circumstances, motivators, and concerns.
  • Communicate effectively to uncover client needs, deliver client-centric advice, and proactively resolve client concerns.
  • Use your expertise and that of RBC partners to meet clients' entire suite of financial needs, both personal and business.
  • Provide professional advice and education on complex credit and investments, ensuring solutions are appropriate for clients' needs and financial circumstances.
  • Champion digital enablement by educating clients to self-serve, leading with advice, and serving through digital channels.
  • Make good use of technology to connect with clients virtually and face-to-face.
  • Implement effective contact and relationship building strategies to accelerate new client acquisition and retention in your local community.
  • Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking to ensure clients receive customized and relevant expert advice.

Requirements:

  • 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.
  • 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.
  • Bilingualism (English and French) required.

Advantages:

  • Network and develop lasting relationships with clients from diverse backgrounds.
  • Participate in fun events and gamification challenges to build your career toolkit.
  • Leaders who support your development with coaching and learning opportunities.
  • Work in a dynamic, collaborative, 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:

  • Advice Based Solutions.
  • Client Centricity.
  • Client Discovery.
  • Communication.
  • Critical Thinking.
  • Curiosity.
  • Data Analysis.
  • Digital Literacy.

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