Expert Financial Services Professional

1 week ago

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

Opportunity Overview

This is an exciting opportunity for candidates to express their interest in current and future positions in the financial services industry. As a Financial Advisor at Royal Bank of Canada, you will attract, nurture, and grow relationships with high-value clients, providing proactive, professional advice and collaborating with partners to help clients achieve their goals and navigate key life events.

Key Responsibilities

  • Consistently demonstrate empathy, kindness, and take the time to understand client circumstances, motivators, and concerns in all interactions.
  • 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 clients' entire suite of financial needs, both personal and business.
  • Provide professional advice and education with the ability to address complex credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstances.
  • Champion digital enablement by proactively educating clients to self-serve, while leading with advice, serving through digital where possible, and encouraging 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.
  • Fluency in both French and English to serve RBC's French and English-speaking customers in this market.

Preferred Qualifications

  • Second language skill.
  • Active in developing a solid network in the local community.

What We Offer

  • A dynamic, collaborative, progressive, and high-performance team environment.
  • Leaders who support your development with coaching and learning opportunities.
  • A comfortable work environment with the ability to dress casually.
  • The ability to make a difference and lasting impact.
  • Participation in fun events and gamification challenges to help you build your career toolkit while enjoying a work-life balance.

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