Expert Banking Professional
4 weeks ago
Job Summary
Job Description
As a Senior Financial Advisor at Royal Bank of Canada, you will play a key role in building and maintaining strong relationships with our high-value personal and small business clients.
Key Responsibilities:
- Provide proactive, professional advice and collaborate with RBC partners to help clients achieve their financial goals and navigate key life events.
- Develop and implement effective contact and relationship building strategies to accelerate new client acquisition and retention in your local community.
- Utilize your expertise in everyday banking, investments, and credit to deliver tailored solutions and advice to clients.
- Champion digital enablement by educating clients on self-service options and leveraging technology to connect with clients virtually and face-to-face.
- Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking to ensure clients receive comprehensive and 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
- Bilingualism (English and French) required
What We Offer:
- Opportunities to develop lasting relationships with clients and colleagues
- Collaborative and dynamic work environment
- Comprehensive training and development programs
- Competitive compensation and benefits package
Job Skills:
Client Centricity, Communication, Critical Thinking, Curiosity
Additional Job Details:
Platform: PERSONAL & COMMERCIAL BANKING
Job Type: Regular
Pay Type: Salaried
Inclusion and Equal Opportunity Employment: At Royal Bank of Canada, we are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.
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