Financial Services Representative
2 weeks ago
Key Responsibilities:
- Proactively engage with clients to understand their financial needs and provide tailored solutions.
- Focus on client education and demonstration to drive sales and client satisfaction.
- Respond to client-initiated contact and assist 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 or willingness to obtain it.
- Demonstrated passion for putting clients first and 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.
- Fluency in both French and English to serve RBC's French and English-speaking customers.
What We Offer:
- A dynamic, collaborative, and progressive work environment.
- Leaders who support your development with coaching and learning opportunities.
- The ability to make a difference and lasting impact.
- A comfortable work environment with the ability to dress casually.
- A chance to network and develop lasting relationships with students from diverse backgrounds.
Job Skills:
- Advice Based Solutions
- Client Centricity
- Client Discovery
- Communication
- Critical Thinking
- Curiosity
- Data Analysis
- Digital Literacy
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