Expert Banking Professional

1 week ago

Québec, Quebec, Canada Royal Bank of Canada Full time
Job Opportunity

We are seeking a skilled Expert Banking Professional to join our team at Royal Bank of Canada. As a key member of our team, you will play a vital role in building and maintaining relationships with our clients, providing expert advice and guidance to help them achieve their financial goals.

Key Responsibilities
  • Develop and maintain strong relationships with clients, understanding their financial needs and providing tailored advice and solutions.
  • Collaborate with colleagues to identify opportunities to grow and expand our client base.
  • Stay up-to-date with industry trends and developments, applying this knowledge to provide expert advice to clients.
  • Work closely with clients to understand their financial goals and objectives, providing guidance and support to help them achieve success.
  • Develop and implement effective strategies to build and maintain client relationships, ensuring long-term growth and success.
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.
  • Fluency in both French and English.
What We Offer
  • A dynamic and collaborative work environment.
  • Opportunities for professional growth and development.
  • A competitive salary and benefits package.
  • The chance to make a real difference in the lives of our clients.

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