Expert Banking Professional

3 weeks ago

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

Job Summary

Job Description

As a Senior Financial Advisor at Royal Bank of Canada, you will play a key role in building and maintaining relationships with high-value clients, providing them with expert advice and guidance on their financial needs.

Key Responsibilities:

  • Develop and maintain a deep understanding of clients' financial goals and objectives, providing tailored advice and solutions to meet their needs.
  • Collaborate with internal partners to deliver a comprehensive suite of financial services, including everyday banking, investments, and credit.
  • Communicate effectively with clients, providing clear and concise advice and guidance on complex financial matters.
  • Stay up-to-date with industry trends and developments, applying this knowledge to provide clients with expert advice and guidance.
  • Work closely with colleagues to achieve business objectives, including new client acquisition and retention.

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 and collaborative work environment
  • Opportunities for professional development and growth
  • A competitive compensation package
  • A comprehensive benefits program
  • A recognition and rewards program

Why Join Us:

We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.

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