Expert Banking Professional
3 weeks ago
Job Opportunity Overview
As an RBC Financial Advisor, you will play a key role in attracting, nurturing, and growing relationships with high-value personal and small business clients. Your primary responsibility will be to provide proactive, professional advice and collaborate with RBC partners to help clients achieve their goals and navigate key life events.
Key Responsibilities
- Consistently demonstrate empathy, kindness, and a deep understanding of client circumstances, motivators, and concerns in all interactions.
- Communicate effectively to uncover client needs, deliver client-centric advice, and proactively resolve client concerns at the first point of contact.
- Utilize your expertise and that of RBC partners 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 client needs and financial circumstances.
- Champion digital enablement by educating clients to self-serve, leading with advice, and serving through digital channels where possible.
- 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 in this market.
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.
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