Expert Banking Professional

4 weeks ago

Sherbrooke, Quebec, Canada Royal Bank of Canada Full time
Job Opportunity

About the Role

We are seeking a highly skilled and experienced Expert Banking Professional to join our team at Royal Bank of Canada. As a key member of our organization, you will play a critical role in building and maintaining strong relationships with our clients, providing expert advice and guidance to help them achieve their financial goals.

Key Responsibilities

  • Develop and maintain a deep understanding of our clients' financial needs and goals, providing personalized advice and solutions to meet their requirements.
  • Collaborate with cross-functional teams to deliver exceptional client experiences, leveraging our expertise in financial planning, investments, and credit to provide comprehensive support.
  • Build and maintain strong relationships with clients, fostering trust and loyalty through proactive communication and timely issue resolution.
  • Stay up-to-date with industry trends and regulatory requirements, ensuring compliance and best practices in all aspects of client engagement.
  • Contribute to the development of business strategies and initiatives, leveraging your expertise to drive growth and innovation.

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
  • Fluency in both French and English

What We Offer

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

About Us

Royal Bank of Canada is a leading financial institution dedicated to helping our clients achieve their financial goals. We are committed to building strong relationships with our clients, based on trust, expertise, and a deep understanding of their needs.

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