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Expert Banking Advisor, Rbc Meeting Place

4 months ago

Montréal, Canada Royal Bank of Canada Full time

**Come Work with Us**

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

**Job Title**

Expert Banking Advisor, RBC Meeting Place - MUHC | Conseiller(ère) expert(e) en services bancaires, RBC Place de rencontre - MUHC

**En quoi consiste l’occasion d’emploi ?**

À titre de conseiller expert en services bancaires à RBC, vous sollicitez les clients ayant des besoins en matière de services aux particuliers et petite entreprise à rentabilité élevée, et vous établissez et développez des relations en créant de la valeur dans les moments qui comptent pour eux. Vous offrez aux clients des conseils proactifs et professionnels et, en collaboration avec des partenaires RBC, vous aidez les clients à atteindre leurs objectifs et répondez à leurs besoins lors d’événements clés de leur vie. À titre d’expert-conseil, vous contribuez à de solides résultats de vente et au maintien de la clientèle. Que vous aidiez un client à apprendre comment tirer parti des modes de prestation numériques, que vous lui proposiez une stratégie de placement en vue de financer les études d’un enfant ou que vous lui recommandiez une solution d’emprunt pour réaliser un moment qui compte, vous contribuerez, par votre savoir-faire, à la prestation d’une expérience client positive et mémorable.

**Quelles seront vos tâches?**
- Communiquer avec les clients afin d’en apprendre davantage sur leurs besoins et de les aider à atteindre leurs objectifs
- Offrir des conseils professionnels aux clients et les renseigner, et démontrer une capacité de répondre aux besoins complexes de particuliers et d’entreprises en matière de crédit et de placement
- Collaborer avec des professionnels reconnus dans leur domaine, notamment des experts-ressources en planification financière, en planification de la retraite et en prêts hypothécaires, ainsi qu’avec des spécialistes des services bancaires à l’entreprise, afin que les clients puissent bénéficier de conseils d’expert personnalisés et ciblés
- Tirer parti de la technologie pour offrir une expérience client de qualité, stimuler les ventes et fidéliser la clientèle
- Prendre sur soi de résoudre et de prévenir les problèmes des clients qui touchent à leurs services bancaires
- Mettre en œuvre des stratégies de contact clientèle et d’établissement de relations, et contribuer à l’acquisition de nouveaux clients au sein de sa collectivité
- Expliquer aux clients les caractéristiques et les avantages des produits et services de RBC, et les aider à utiliser les services bancaires numériques (services mobiles et en ligne, GAB, etc.)

**De quoi avez-vous besoin pour réussir ?**

**Exigences**
- Permis de vente de parts de fonds communs de placement (cours Fonds d’investissement au Canada ou Cours sur le commerce des valeurs mobilières au Canada)
- Obtention ou en voit d’obtenir les cours suivants:
1- Principes de planification financière
2- Placements et fiscalité - Québec
3- Assurance et retraite - Québec
- De deux à trois ans d’expérience concrète dans le secteur des services financiers, notamment la gestion du crédit et des placements
- Capacité manifeste d’établir et de maintenir des relations de confiance à long terme avec les clients
- Connaissance d’une vaste gamme d’appareils numériques (c.à-d. téléphones intelligents, tablettes, ordinateurs portables, etc.)
- Le titulaire de ce poste doit parler couramment l’anglais afin de servir la clientèle anglophone de la collectivité.

**Atouts**
- Être très actif dans sa collectivité et y bâtir un solide réseau de contacts

**Les avantages pour vous**

Nous donnons notre pleine mesure, pensons autrement pour poursuivre notre croissance, et collaborons afin d’offrir des conseils fiables qui contribueront à la réussite des clients et à la prospérité des collectivités. Nous nous soucions du bien-être de chacun et nous sommes déterminés à réaliser notre plein potentiel, à favoriser l’essor des collectivités et à contribuer à la réussite de tous.
- Occasions au chapitre du développement de carrière et accompagnement de premier ordre sur la vente pour que vous puissiez faire progresser votre carrière
- Salaire concurrentiel, prime annuelle et programmes de reconnaissance qui récompensent un rendement supérieur
- Gamme exhaustive d’outils, dont certains font appel aux technologies numériques émergentes, pour vous permettre de vous démarquer
- Occasion de représenter la marque RBC, la plus importante entreprise de services financie