Expert Banking Professional

1 month ago

Terrebonne, 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.
  • 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.
  • 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.).
  • Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.
What We Offer
  • A dynamic, collaborative, progressive, and high-performance team environment.
  • Leaders who support your development with coaching and learning opportunities.
  • The ability to make a difference and lasting impact.
  • A comfortable work environment with the ability to dress casually.

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