Expert Banking Professional

4 weeks ago

Montreal, 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 downtown Montreal. As an RBC Financial Advisor, you will attract, nurture, and grow relationships with our high-value personal and small business clients, adding value in the moments that matter to them.

Key Responsibilities

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

What We Offer

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

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