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Expert Banking Professional

2 months ago

SaintJérôme, Quebec, Canada Royal Bank of Canada> Full time
Job Summary

We are seeking a skilled and experienced Financial Advisor to join our team at Royal Bank of Canada. As an RBC Financial Advisor, you will be responsible for attracting, nurturing, and growing relationships with our high-value personal and small business clients.

Key Responsibilities
  • Provide proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events.
  • Use your expertise across everyday banking, investments, and credit to fulfill on a robust Advice Experience for clients.
  • Communicate effectively to uncover client needs, deliver client-centric advice, and proactively resolve client concerns.
  • Champion digital enablement by educating clients to self-serve and leading with advice.
  • Make good use of technology to connect with clients virtually and face-to-face.
  • Implement effective contact and relationship building strategies to accelerate new client acquisition and retention.
  • Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts.
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.
What We Offer
  • A dynamic, collaborative, and progressive work environment.
  • 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.
  • Participation in fun events and gamification challenges to help you build your career toolkit.