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Expert Financial Services Professional

2 months ago

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

Job Summary

Job Description

** Opportunity for Career Advancement **

What is the Opportunity?

As a Royal Bank of Canada Financial Advisor, you will attract, nurture, and grow relationships with high-value personal and small business clients by providing proactive, professional advice and collaborating with RBC partners to help clients achieve their goals and navigate key life events. You will leverage your expertise across everyday banking, investments, and credit to deliver a robust Advice Experience that meets the complex needs of personal and business clients.

Key Responsibilities

  • Demonstrate empathy, kindness, and understanding in all interactions with colleagues and clients to build trust and rapport.
  • Effectively communicate to uncover client needs, deliver client-centric advice, and proactively resolve client concerns at first point of contact.
  • Utilize your own advice capabilities and those 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 recommended are appropriate for client needs and financial circumstances.
  • Champion digital enablement by educating clients to self-serve, leveraging digital channels where possible, and encouraging clients to interact with RBC in their preferred channel.
  • Leverage technology to connect with clients both virtually and face-to-face.
  • Implement effective contact and relationship building strategies to accelerate new client acquisition and retention in the 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, as you will regularly serve clients with English and French-speaking needs.

Preferred Qualifications

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

Benefits of Working with RBC

  • Opportunity to work in a dynamic, collaborative, and progressive team.
  • Leaders who support your development with coaching and learning opportunities.
  • 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