Expert Financial Services Professional

4 weeks ago

Gatineau, Quebec, Canada Royal Bank of Canada Full time
Job Summary

We are seeking a highly skilled and experienced Financial Services Expert to join our team at Royal Bank of Canada. As an Expert Financial Services Professional, you will be responsible for providing exceptional client service and building long-term relationships with our high-value personal and small business clients.

Key Responsibilities
  • Client Acquisition and Retention: Consistently demonstrate empathy, kindness, and take the time to understand circumstances, motivators, and concerns in all interactions with colleagues and clients.
  • Client Needs Assessment: Communicate effectively to uncover client needs, deliver client-centric advice, solutions, and proactively resolve client concerns at first point of contact.
  • Financial Solutions: Use your own advice capabilities, and those of the right partner in the RBC ecosystem to meet our clients' entire suite of financial needs, both personal and business.
  • Professional Advice and Education: Provide professional advice and education with an ability to address complex credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstances.
  • Digital Enablement: Champion digital enablement by proactively educating our clients to self-serve, while leading with advice, serving through digital where possible, and encouraging our clients to interact with us in their channel of choice.
  • Relationship Building: Implement effective contact and relationship-building strategies that accelerate new client acquisition and retention in your local community.
  • Collaboration: Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert advice.
Requirements
  • Education and Certifications: Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course) and Quebec – Completed Certificate of Achievement – Personal Finance, offered through the Canadian Securities Institute.
  • Experience: 1-2 years of proven sales experience in the financial services industry, handling credit and investments.
  • Skills: Demonstrated ability to build trust and maintain long-term client relationships, digital literacy across a broad range of devices, and fluency in both French and English.
What We Offer
  • Opportunities for Growth: 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.
  • Collaborative Environment: Work in a dynamic, collaborative, progressive, and high-performance team.
  • Leadership Support: Leaders who support your development with coaching and learning opportunities.
  • Work-Life Balance: Enjoy a comfortable work environment with the ability to dress casually.

  • Expert Financial Services Professional

    4 weeks ago

    Gatineau, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Services Expert to join our team at Royal Bank of Canada. As an Expert Financial Services Professional, you will be responsible for providing exceptional client service and building long-term relationships with our high-value personal and small business clients.Key ResponsibilitiesClient...

  • Expert Financial Services Professional

    4 weeks ago

    Gatineau, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Services Expert to join our team at Royal Bank of Canada. As an Expert Financial Services Professional, you will be responsible for providing exceptional client service and building long-term relationships with our high-value personal and small business clients.Key ResponsibilitiesClient...

  • Expert Financial Services Professional

    2 months ago

    Gatineau, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionOpportunity OverviewThis is an exciting opportunity for candidates to express their interest in current and future positions in the financial services industry.What is the Opportunity?As a Royal Bank of Canada Financial Advisor, you will attract, nurture, and grow relationships with high-value personal and small business clients by...

  • Expert Financial Services Professional

    2 months ago

    Gatineau, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionOpportunity OverviewThis is an exciting opportunity for candidates to express their interest in current and future positions in the financial services industry.What is the Opportunity?As a Royal Bank of Canada Financial Advisor, you will attract, nurture, and grow relationships with high-value personal and small business clients by...

  • Financial Services Professional

    2 months ago

    Gatineau, Quebec, Canada Scotiabank Full time

    About the RoleAre you passionate about delivering exceptional financial advice and sales expertise to customers?This role requires a sales management professional with a strong ability to market Scotiabank and build long-lasting relationships with clients. You will be responsible for creating financial plans, leveraging relevant tools and resources, and...

  • Financial Services Professional

    2 months ago

    Gatineau, Quebec, Canada Scotiabank Full time

    About the RoleAre you passionate about delivering exceptional financial advice and sales expertise to customers?This role requires a sales management professional with a strong ability to market Scotiabank and build long-lasting relationships with clients. You will be responsible for creating financial plans, leveraging relevant tools and resources, and...

  • Financial Services Professional

    1 month ago

    Gatineau, Quebec, Canada Scotiabank Full time

    About the RoleAre you passionate about delivering trusted financial advice and sales expertise to customers?In this role, you will:Be a subject matter expert in financial sales and advice, educating customers on relevant insights and expert advice.Create personalized financial plans, leveraging Scotiabank's financial planning tool modules and select...

  • Financial Services Professional

    1 month ago

    Gatineau, Quebec, Canada Scotiabank Full time

    About the RoleAre you passionate about delivering trusted financial advice and sales expertise to customers?In this role, you will:Be a subject matter expert in financial sales and advice, educating customers on relevant insights and expert advice.Create personalized financial plans, leveraging Scotiabank's financial planning tool modules and select...

  • Expert Banking Professional

    1 month ago

    Gatineau, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and experienced Expert Banking Advisor to join our team at Royal Bank of Canada. As a key member of our financial services team, you will be responsible for providing expert advice and guidance to our clients on a range of financial products and services.Key ResponsibilitiesDevelop and maintain strong relationships...

  • Expert Banking Professional

    1 month ago

    Gatineau, Quebec, Canada Royal Bank of Canada Full time

    Job OpportunityWe are seeking a skilled Expert Banking Advisor to join our team at Royal Bank of Canada. As a key member of our team, you will play a vital role in building and maintaining relationships with our clients, providing expert advice and guidance to help them achieve their financial goals.Key ResponsibilitiesDevelop and maintain strong...

  • Expert Banking Professional

    1 month ago

    Gatineau, Quebec, Canada Royal Bank of Canada Full time

    Job OpportunityWe are seeking a skilled Expert Banking Advisor to join our team at Royal Bank of Canada. As a key member of our team, you will play a vital role in building and maintaining relationships with our clients, providing expert advice and guidance to help them achieve their financial goals.Key ResponsibilitiesDevelop and maintain strong...

  • Financial Services Professional

    1 week ago

    Gatineau, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionAt Royal Bank of Canada, we are seeking a skilled Financial Services Professional to join our team. As a Client-Focused Sales Expert, you will be responsible for providing exceptional client service and sales expertise to our clients.Key Responsibilities: Proactively engage with clients to understand their financial needs and...

  • Expert Banking Professional

    3 weeks ago

    Gatineau, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and experienced Expert Banking Advisor to join our team at the Royal Bank of Canada. As a key member of our team, you will be responsible for providing expert advice and guidance to our clients on a range of financial products and services.Key ResponsibilitiesDevelop and maintain strong relationships with clients to...

  • Expert Banking Professional

    3 weeks ago

    Gatineau, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and experienced Expert Banking Advisor to join our team at the Royal Bank of Canada. As a key member of our team, you will be responsible for providing expert advice and guidance to our clients on a range of financial products and services.Key ResponsibilitiesDevelop and maintain strong relationships with clients to...

  • Expert Banking Professional

    3 weeks ago

    Gatineau, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and motivated Expert Banking Advisor to join our team at the Royal Bank of Canada. As a key member of our team, you will be responsible for providing exceptional client service and building strong relationships with our clients.Key ResponsibilitiesProvide proactive, professional advice and guidance to clients on...

  • Expert Banking Professional

    3 weeks ago

    Gatineau, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and motivated Expert Banking Advisor to join our team at the Royal Bank of Canada. As a key member of our team, you will be responsible for providing exceptional client service and building strong relationships with our clients.Key ResponsibilitiesProvide proactive, professional advice and guidance to clients on...

  • Expert Banking Professional

    1 month ago

    Gatineau, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and motivated Expert Banking Advisor to join our team at Royal Bank of Canada. As a key member of our team, you will be responsible for providing exceptional client service and building strong relationships with our clients.Key ResponsibilitiesProvide proactive, professional advice and guidance to clients on their...

  • Expert Banking Professional

    4 weeks ago

    Gatineau, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and motivated Expert Banking Advisor to join our team at the Royal Bank of Canada. As a key member of our team, you will be responsible for providing exceptional client service and building strong relationships with our clients.Key ResponsibilitiesProvide proactive, professional advice and guidance to clients on...

  • Expert Banking Professional

    4 weeks ago

    Gatineau, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and motivated Expert Banking Advisor to join our team at the Royal Bank of Canada. As a key member of our team, you will be responsible for providing exceptional client service and building strong relationships with our clients.Key ResponsibilitiesProvide proactive, professional advice and guidance to clients on...

  • Expert Banking Professional

    1 month ago

    Gatineau, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and motivated Expert Banking Advisor to join our team at Royal Bank of Canada. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, providing expert advice and guidance to help them achieve their financial goals.Key ResponsibilitiesDevelop and...