Expert Banking Specialist
1 week ago
Job Summary
Job Description
As a Royal Bank of Canada Financial Advisor, you will attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them.
Key Responsibilities
- 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.
- Provide professional advice and education with an ability to address complex credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstances.
- 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
- Network and develop lasting relationships with students from diverse backgrounds across Canada.
- Participate in fun events and gamification challenges to help you build your career toolkit while enjoying a work-life balance.
- Leaders who support your development with coaching and learning opportunities.
- Work in a dynamic, collaborative, progressive, and high-performance team.
- Ability to make a difference and lasting impact.
- Enjoy a comfortable work environment with the ability to dress casually.
Job Skills
Client Centricity, Communication, Critical Thinking, CuriosityAdditional Job Details
We strive to meet the challenge of being our best mind, a progressive mindset to continue to grow and work together to provide trusted advice to help our clients thrive and thrive in communities.
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