Expert Banking Professional

1 month ago

Brossard, Quebec, Canada Royal Bank of Canada Full time

Job Opportunity:

At Royal Bank of Canada, we are seeking a skilled Expert Banking Advisor to join our team. As an RBC Financial Advisor, you will attract, nurture, and grow relationships with our high-value personal and small business clients, providing proactive, professional advice and collaborating with RBC partners to help clients achieve their goals and navigate key life events.

Key Responsibilities:

  • Consistently demonstrate empathy, kindness, and understanding in all interactions with colleagues and clients.
  • Communicate effectively to uncover client needs, deliver client-centric advice, and proactively resolve client concerns at first point of contact.
  • Utilize your expertise and the capabilities of the RBC ecosystem to meet clients' entire suite of financial needs, both personal and business.
  • Provide professional advice and education, addressing complex credit and investments, and ensuring solutions recommended are appropriate for clients' needs and financial circumstances.
  • Champion digital enablement by educating clients to self-serve, leveraging digital channels where possible, and encouraging clients to interact with us in their preferred channel.
  • Make effective use of technology to connect with clients both virtually and face-to-face.
  • Implement effective contact and relationship-building strategies to accelerate new client acquisition and retention in your local community.
  • 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.
  • 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.
  • Opportunities for professional growth and development.

Job Skills:

  • Client Centricity.
  • Communication.
  • Critical Thinking.
  • Curiosity.

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