Expert Banking Advisor

1 month ago

Granby, Canada Royal Bank of Canada Full time

Job Summary

Job Description

This is an opportunity for candidates to express their interest in current and future positions in the South-Shore of Montreal (Brossard, Candiac, Chateauguay, Boucherville, Longueuil, La Prairie, St-Hubert, St-Bruno, St-Lambert, Varennes, St-Constant) or Montérégie (Beloeil, Saint-Jean-sur-Richelieu, Chambly, Saint-Hyacinthe, Granby, Cowansville) locations.

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 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.

Nice-to-have

  • Second language skill.

  • Active in developing a solid network in the local community.

What are the advantages for you?

  • 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

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.

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.

#J-18808-Ljbffr

  • Banking Advisor

    4 months ago

    Granby, Canada National Bank of Canada Full time

    Youtube Video A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach, listen actively and offer a people-centric experience for branch clients. **Your job**: -...

  • Banking Advisor

    2 months ago

    Granby, Canada National Bank of Canada Full time

    **Primary Locations**:Granby, Quebec**: **Attendance**:On-site**: **Employee Status**:Regular**: **Schedule**:Full-time**: A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach...

  • Expert Banking Advisor

    1 month ago

    Granby, Quebec, J2G, La Haute-Yamaska, Canada Royal Bank of Canada Full time

    Job Summary Job Description This is an opportunity for candidates to express their interest in current and future positions in the South-Shore of Montreal (Brossard, Candiac, Chateauguay, Boucherville, Longueuil, La Prairie, St-Hubert, St-Bruno, St-Lambert, Varennes, St-Constant) or Montérégie (Beloeil, Saint-Jean-sur-Richelieu, Chambly, Saint-Hyacinthe,...

  • Banking Advisor

    3 days ago

    Granby, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly motivated and client-focused individual to join our team as a Banking Advisor. As a key member of our team, you will be responsible for providing exceptional client service and sales expertise to our clients.Key ResponsibilitiesProactively engage with clients to understand their banking needs and provide personalized...

  • Banking Advisor

    3 days ago

    Granby, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly motivated and client-focused individual to join our team as a Banking Advisor. As a key member of our team, you will be responsible for providing exceptional client service and sales expertise to our clients.Key ResponsibilitiesProactively engage with clients to understand their banking needs and provide personalized...

  • Banking Advisor

    3 days ago

    Granby, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly motivated and client-focused individual to join our team as a Banking Advisor. As a key member of our team, you will be responsible for providing exceptional client service and sales expertise to our clients.Key ResponsibilitiesProactively engage with clients to understand their banking needs and provide personalized...

  • Banking Advisor

    3 days ago

    Granby, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly motivated and client-focused individual to join our team as a Banking Advisor. As a key member of our team, you will be responsible for providing exceptional client service and sales expertise to our clients.Key ResponsibilitiesProactively engage with clients to understand their banking needs and provide personalized...

  • Banking Advisor

    4 weeks ago

    Granby, Canada Royal Bank of Canada Full time

    Job Summary Job Description ** This is an opportunity for candidates to express their interest in current and future positions in the South-Shore of Montreal (Brossard, Candiac, Châteauguay, Boucherville, Longueuil, St-Hubert, St-Bruno, St-Lambert, Varennes, St-Constant) or Montérégie (Beloeil, Saint-Jean-sur-Richelieu, Chambly, Saint-Hyacinthe, Granby,...

  • Banking Advisor

    4 weeks ago

    Granby, Canada Royal Bank of Canada Full time

    Job Summary Job Description ** This is an opportunity for candidates to express their interest in current and future positions in the South-Shore of Montreal (Brossard, Candiac, Châteauguay, Boucherville, Longueuil, St-Hubert, St-Bruno, St-Lambert, Varennes, St-Constant) or Montérégie (Beloeil, Saint-Jean-sur-Richelieu, Chambly, Saint-Hyacinthe, Granby,...

  • Assistant Advisor

    3 months ago

    Granby, Canada Laurentian Bank Full time

    Seeing beyond numbers™At Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 2,800 employees working together as One Team, to provide a broad range of financial services and advice-based solutions for customers across Canada and...

  • Banking Advisor- EN

    4 weeks ago

    Granby, Canada RBC Full time

    Job SummaryJob DescriptionThis is an opportunity for candidates to express their interest in current and future positions in the South-Shore of Montreal (Brossard, Candiac, Châteauguay, Boucherville, Longueuil, St-Hubert, St-Bruno, St-Lambert, Varennes, St-Constant) or Montérégie (Beloeil, Saint-Jean-sur-Richelieu, Chambly, Saint-Hyacinthe, Granby,...

  • Banking Advisor- EN

    4 weeks ago

    Granby, Canada RBC Full time

    Job SummaryJob DescriptionThis is an opportunity for candidates to express their interest in current and future positions in the South-Shore of Montreal (Brossard, Candiac, Châteauguay, Boucherville, Longueuil, St-Hubert, St-Bruno, St-Lambert, Varennes, St-Constant) or Montérégie (Beloeil, Saint-Jean-sur-Richelieu, Chambly, Saint-Hyacinthe, Granby,...

  • Financial Security Advisor

    2 weeks ago

    Granby, Quebec, Canada Industrielle Alliance - Granby Full time

    We are seeking a dynamic and results-driven Financial Security Advisor to join our team at Industrielle Alliance - Granby.About the Role:As a Financial Security Advisor, you will be responsible for providing expert guidance to clients on achieving their financial goals and securing their financial future.Key Responsibilities:Conduct in-depth financial...

  • Banking Centre Leader

    5 months ago

    Granby, 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 Success Associate

    3 weeks ago

    Granby, Quebec, Canada Laurentian Bank Full time

    At Laurentian Bank, we believe in changing banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 2,800 employees working together as One Team to provide a broad range of financial services and advice-based solutions for customers across Canada and the United States. We...

  • Expert Technique Sur La Route- Construction

    3 months ago

    Granby, Canada Terra Summer Full time

    Terra Summer est fière de desservir le marché nord-américain avec des pergolas et des produits de protection solaire de haute qualité à des prix accessibles. Pour nos employés qui s’engagent, jour après jour, à maintenir des normes élevées de fabrication et de service client, nous avons à cœur de promouvoir des valeurs d’équité, de travail...

  • Client Advisor

    4 weeks ago

    Granby, Canada Royal Bank of Canada> Full time

    Job SummaryJob Description** This is an opportunity for candidates to express their interest in current and future positions in the South-Shore of Montreal (Brossard, Candiac, Châteauguay, Boucherville, Longueuil, La Prairie, St-Hubert, St-Bruno, St-Lambert, Varennes, St-Constant) or Montérégie (Beloeil, Saint-Jean-sur-Richelieu, Chambly, Saint-Hyacinthe,...

  • Account Manager Agriculture

    2 months ago

    Granby, Canada National Bank Full time

    Attendance Hybrid Job Number 20795 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 29-Apr-2024 Location: Granby, Quebec City Granby Province/State Quebec Area of Interest: Advisory services, Commercial banking A career on the Agriculture team with Commercial Banking...

  • Client Advisor

    4 weeks ago

    Granby, Quebec, J2G, La Haute-Yamaska, Canada Royal Bank of Canada Part time

    Job Summary Job Description This is an opportunity for candidates to express their interest in current and future positions in the South-Shore of Montreal (Brossard, Candiac, Châteauguay, Boucherville, Longueuil, La Prairie, St-Hubert, St-Bruno, St-Lambert, Varennes, St-Constant) or Montérégie (Beloeil, Saint-Jean-sur-Richelieu, Chambly,...

  • Customer Service Representative

    5 days ago

    Granby, Quebec, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As a key member of our retail banking sales and service team, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial...