Personal Finance Specialist

7 days ago

Brossard, Quebec, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

**This is an opportunity for candidates to express their interest in current and future positions in the financial services industry**

What is the opportunity?

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. You will provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. As an expert advisor, you will have a breadth and depth of expertise across everyday banking, investments, and credit, with the ability to fulfill on a robust Advice Experience on both complex personal and business needs.

What will you do?

  • 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

What do you need to succeed?

Must-have

  • 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 (i.e., Fundamentals of Personal Finance – Quebec, Investment and Taxation Fundamentals – Quebec, Insurance and Retirement – Quebec)
  • 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.

Nice-to-have

  • Second language skill
  • Active in developing a solid network in the local community

What are the advantages for you?

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 succeed in their communities. We care about each other, realize our potential, make a difference for our communities, and achieve mutual success.

  • Network and develop lasting relationships with clients from diverse backgrounds
  • 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, Curiosity

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