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Expert Banking Advisor

4 weeks ago

Terrebonne, Quebec, Canada RBC Full time
Job Summary

As a Financial Advisor at RBC, you will have the opportunity to build lasting relationships with high-value clients and help them achieve their financial goals. You will provide expert advice and guidance on everyday banking, investments, and credit, and collaborate with RBC partners to deliver a robust Advice Experience.

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
  • Use your own advice capabilities and those of the right partner in the RBC ecosystem to meet clients' entire suite of financial needs
  • Provide professional advice and education on complex credit and investments, ensuring solutions are appropriate for clients' needs and financial circumstances
  • Champion digital enablement by educating clients to self-serve and leading with 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
  • Bilingualism (English and French) required
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
Job Skills
  • Client Centricity
  • Communication
  • Critical Thinking
  • Curiosity