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Financial Services Representative
2 months ago
Job Summary
We are seeking a highly skilled and client-focused professional to join our team as a Banking Advisor. As a key member of our team, you will be responsible for providing exceptional client service and building strong relationships with our clients.
Key Responsibilities
- Proactively engage with clients to understand their financial needs and provide personalized solutions
- Focus on client education and demonstration, leveraging technology to deliver a memorable client experience
- Respond to client-initiated contact, assisting them with a full range of financial transactions
- Actively listen and engage clients in conversation to further understand their individual needs
- Proactively take ownership of resolving and preventing client banking problems
- Cultivate and maintain relationships with partners to make the most of business opportunities and referrals
Requirements
- Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
- Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment
- Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients
- Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
- Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
- Availability to work all open business hours
What We Offer
- A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
- Continued opportunities for career advancement
- World-class sales training, coaching, and development opportunities
- Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and training
- Opportunity to achieve great success and grow your career with Royal Bank of Canada
Job Skills
Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy