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Expert Banking Professional

2 months ago

Montreal, Quebec, Canada Royal Bank of Canada Full time
Job Summary

We are seeking a highly skilled and motivated Financial Advisor to join our team at the Royal Bank of Canada. As an RBC Financial Advisor, you will play a key role in attracting, nurturing, and growing relationships with our high-value personal and small business clients.

Key Responsibilities
  • Provide proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events.
  • 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.
  • 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.
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 (i.e., smartphones, tablets, laptops, etc.).
  • Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.
What We Offer
  • A dynamic, collaborative, progressive, and high-performance team environment.
  • Leaders who support your development with coaching and learning opportunities.
  • The ability to make a difference and lasting impact.
  • 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