Business Development Financial Advisor

19 hours ago


Courtenay, British Columbia, Canada Royal Bank of Canada Full time
About the Role

We are seeking a highly motivated and experienced Business Development Financial Advisor to join our team. As a key member of our commercial banking team, you will be responsible for developing and maintaining relationships with high-value small business clients, providing them with tailored financial advice to meet their needs.

In this role, you will work closely with other RBC advisors and specialists to create an exceptional client experience, delivering value-added services that exceed client expectations.

Key Responsibilities:
  • Acquire, grow, and deepen client relationships through delivery of tailored financial advice
  • Proactively contact clients, gather insights through client discovery, and understand their changing circumstances and ongoing satisfaction with RBC
  • Plan and prioritize client and market activities, find opportunities, and make introductions to RBC partners to fulfill clients' business and personal financial needs
  • Manage risk and exercise due diligence in all banking procedures and develop appropriate action plans in response to concerns/risks
  • Champion digital enablement and advocate for RBC mobile and online applications, enabling clients to engage with RBC through their preferred channel
Requirements:
  • Bachelor's degree in Business Administration or related field; completion of Commercial Banking Advisor training program or similar experience
  • Minimum 3 years of experience in commercial banking or related industry
  • Strong business development and client acquisition skills, including building and leveraging valuable Centres of Influence within the local business community
  • Excellent communication, time management, and organizational skills
What We Offer:
  • A comprehensive Total Rewards Program, including bonuses and flexible benefits
  • Opportunity to collaborate with other business segments within the bank
  • Competitive compensation package, estimated to be around $70,000 - $90,000 per year, depending on experience
  • Flexible work/life balance
  • Ability to make a lasting impact on clients' business and personal lives


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