Banking Advisor
4 weeks ago
Job Opportunity:
We are seeking a highly skilled Banking Advisor to join our team in the Greater Toronto Area. As a Banking Advisor, you will be responsible for building and maintaining relationships with existing and new clients, providing personalized financial solutions and advice to meet their needs.
Key Responsibilities:
- Consistently demonstrate empathy and kindness in all interactions with colleagues and clients
- Communicate effectively to uncover client needs and deliver client-centric advice and solutions
- Champion digital enablement by educating clients to self-serve and leveraging technology to connect with clients virtually and face-to-face
- Use expertise in everyday banking, credit, and investments to provide warm introductions to RBC Partners for complex banking needs
- Provide professional advice and education to address client financial circumstances and needs
- 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 expert advice
Requirements:
- Mutual Funds accreditation or willingness to obtain it within the training period
- Passion for hosting an exceptional client experience
- Curiosity, emotional intelligence, and empathetic communication skills
- Flexibility, self-motivation, and determination to succeed
- Digital literacy across a broad range of devices
- Fluency in Mandarin or Cantonese language
- Residency in Markham, Richmond Hill, Aurora, or Newmarket areas
What's in it for you?
We offer a comprehensive Total Rewards Program, including competitive compensation, bonuses, and flexible benefits. You will have opportunities for career advancement, world-class training, coaching, tools, and development opportunities. You will be part of a dynamic, collaborative, progressive, and high-performing team.
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