Expert Banking Advisor
4 weeks ago
Job Summary
Job Description
As a Senior Financial Services Professional at Royal Bank of Canada, you will have the opportunity to build and maintain long-term relationships with high-value clients, providing them with proactive, professional advice and collaborating with RBC partners to help them achieve their financial goals.
Key Responsibilities:
- Consistently demonstrate empathy and understanding in all interactions with clients and colleagues
- Communicate effectively to uncover client needs, deliver client-centric advice, and proactively resolve client concerns
- Use your expertise in banking and investments to meet clients' entire suite of financial needs
- Provide professional advice and education on complex credit and investments, ensuring solutions recommended are appropriate for clients' needs and financial circumstances
- Champion digital enablement by educating clients to self-serve and leveraging technology to connect with clients virtually and face-to-face
- Implement effective contact and relationship-building strategies to accelerate new client acquisition and retention
- Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking 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
- Bilingualism (English and French) required, as you will regularly serve clients with English and French-speaking needs
What We Offer:
- 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, 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. We care about each other, realize our potential, make a difference for our communities, and achieve mutual success.
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