Financial Services Consultant

4 weeks ago

Whitehorse, Yukon, Canada RBC Full time

Position Overview

Role Summary

  • Must be adaptable and willing to relocate if necessary, with a strong commitment to the application process. Possession of Mutual Funds licensing is essential for this position.

What Awaits You?

This distinctive role leverages your client-centric sales acumen and innate problem-solving abilities to enhance every client interaction. You will assist clients with their daily banking, credit, and investment requirements. As a representative of RBC, you will provide value during critical moments for clients and work alongside RBC partners to help clients reach their objectives. Whether you are guiding a client through digital banking, onboarding a new customer, or referring a complex case to a specialist, your knowledge will play a vital role in creating impactful and memorable client experiences that foster satisfaction and loyalty.

Your Responsibilities

  • Engage proactively with clients throughout the branch and community, identifying banking needs, offering assistance and advice, and recognizing sales and referral opportunities.
  • Emphasize client education and demonstration, utilizing technology to create a remarkable client experience, drive sales, and maintain business.
  • Respond to inquiries initiated by clients, providing assistance with a comprehensive range of financial transactions.
  • Listen attentively and engage clients in dialogue to better understand their unique needs.
  • Take initiative in resolving and preventing client banking issues.
  • Build and sustain relationships with partners to optimize business opportunities and referrals.

Qualifications for Success

Essential Requirements

  • Mutual Funds accreditation (e.g., Investment Funds in Canada or the Canadian Securities Course).
  • A demonstrated commitment to prioritizing clients, along with a successful track record in a hands-on, target-oriented sales environment.
  • Strong problem-solving and interpersonal skills, with the capacity to cultivate robust relationships and proactively engage with clients.
  • Flexibility, a willingness to learn, strong ethical standards, and a drive for success.
  • Proficiency in digital tools across various devices (e.g., smartphones, tablets, laptops).
  • Availability to work during all business hours.

Preferred Qualifications

  • A proven history of building rapport and maintaining client relationships within the financial or service sectors.

Benefits of Joining Us

We thrive on the challenge to excel, embrace progressive thinking for continuous growth, and collaborate to provide trusted advice that helps our clients flourish and communities thrive. We value each other, strive to reach our potential, make a positive impact in our communities, and achieve mutual success.

  • A comprehensive Total Rewards Program that includes competitive compensation, bonuses, and flexible benefits.
  • Ongoing opportunities for career progression.
  • World-class sales training, coaching, and development prospects.
  • Support from a dynamic, collaborative, and high-performing team, along with top-tier tools and training.
  • Opportunities to achieve significant success and advance your career with RBC.

RBC is dedicated to supporting flexible work arrangements when feasible. Specific details will be discussed with the Hiring Manager.

Key Skills

Advisory Solutions, Client-Centric Approach, Client Engagement, Communication, Analytical Thinking, Curiosity, Data Proficiency, Digital Competence.

Commitment to Inclusion

At RBC, we embrace diversity and inclusion as catalysts for innovation and growth. We are dedicated to building inclusive teams and an equitable workplace where employees can express their authentic selves. We are actively addressing issues of inequity and systemic bias to support our diverse talent, clients, and communities.

We also strive to ensure an accessible candidate experience for prospective employees with varying abilities. Please inform us if you require any accommodations during the recruitment process.

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