Expert Banking Advisor

4 weeks ago

Coaticook, Quebec, Canada Royal Bank of Canada Full time

Job Opportunity

We are seeking a skilled Financial Services Professional to join our team at Royal Bank of Canada. As an Expert Banking Advisor, you will be responsible for attracting, nurturing, and growing relationships with our high-value personal and small business clients.

Key Responsibilities

  • Consistently demonstrate empathy, kindness, and take the time to understand circumstances, motivators, and concerns in all interactions with colleagues and clients.
  • Communicate effectively to uncover client needs, deliver client-centric advice, solutions, and proactively resolve client concerns at first point of contact.
  • 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.
  • 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.
  • 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.
  • Make good use of technology to connect with clients both virtually and face to face.
  • Implement effective contact and relationship building strategies, that accelerate new client acquisition and retention in your local community.
  • 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

  • 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 (i.e., Fundamentals of Personal Finance – Quebec, Investment and Taxation Fundamentals – Quebec, Insurance and Retirement – Quebec).
  • 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 (i.e., smartphones, tablets, laptops, etc.).
  • This role requires fluency in both French and English in order to serve RBC's French and English-speaking customers in this market.

What We Offer

  • A dynamic, collaborative, progressive, and high-performance team.
  • 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.

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