Expert Banking Professional

6 days ago


PointeClaire, Quebec, Canada RBC - Royal Bank Full time

Job Opportunity

Job Summary

Job Description

**About the Role**

As a Financial Advisor at RBC, you will be responsible for building and maintaining relationships with high-value clients, providing them with expert advice and guidance on their financial needs. You will work closely with clients to understand their goals and objectives, and develop personalized solutions to help them achieve their financial aspirations.

Key Responsibilities

  • Develop and maintain strong relationships with clients, understanding their financial needs and goals
  • Provide expert advice and guidance on financial products and services, including investments, credit, and everyday banking
  • Collaborate with internal partners to deliver comprehensive solutions to clients
  • Stay up-to-date on industry trends and developments, and apply this knowledge to provide innovative solutions to clients
  • Meet or exceed sales targets and revenue goals

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

  • Opportunity to work with a leading financial institution
  • Competitive compensation and benefits package
  • Ongoing training and development opportunities
  • Collaborative and dynamic work environment
  • Ability to make a meaningful impact on clients' lives

Job Skills

  • Advice Based Solutions
  • Client Centricity
  • Client Discovery
  • Communication
  • Critical Thinking
  • Curiosity
  • Data Analysis
  • Digital Literacy

Additional Job Details

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

Inclusion and Equal Opportunity Employment

At RBC, we are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.



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