Expert Banking Professional

6 days 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.
  • Use your expertise across everyday banking, investments, and credit to fulfill on a robust Advice Experience for both complex personal and business needs.
  • Communicate effectively to uncover client needs, deliver client-centric advice, and proactively resolve client concerns at first point of contact.
  • Champion digital enablement by educating clients to self-serve, leading with advice, and serving through digital channels where possible.
  • Implement effective contact and relationship building strategies to accelerate new client acquisition and retention in your local community.
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.
  • The ability to make a difference and lasting impact.
  • A comfortable work environment with the ability to dress casually.

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