Expert Banking Advisor

4 months ago

Terrebonne, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

**This is an opportunity for candidates to express their interest in current and future positions in the following locations: Terrebonne, Lachenaie, Mascouche, Repentigny**

What is the opportunity?

As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. As an expert advisor, you have a breadth and depth of expertise across everyday banking, investments and credit, with the ability to fulfill on a robust Advice Experience on both complex personal and business needs.

What will you do?

  • 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.

What do you need to succeed?

Must-have

  • 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.)

  • Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.

Nice-to-have

  • Active in developing a solid network in the local community

What are the advantages for you?

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. We care about each other, realize our potential, make a difference for our communities, and achieve mutual success.

  • Network and develop lasting relationships with students from diverse backgrounds across Canada

  • Participate in fun events and gamification challenges to help you build your career toolkit while enjoying a work-life balance.

  • Leaders who support your development with coaching and learning opportunities

  • Work in a dynamic, collaborative, progressive and high-performance team

  • Ability to make a difference and lasting impact

  • Enjoy a comfortable work environment with the ability to dress casually

Job Skills

Client Centricity, Communication, Critical Thinking, Curiosity

Additional Job Details

Address:

1100 BOUL MOODY:TERREBONNE

City:

TERREBONNE

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-04-23

Application Deadline:

2024-12-31

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
​​​​​​​
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

  • Expert Banking Advisor

    1 month ago

    Terrebonne, Quebec, Canada Royal Bank of Canada Full time

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

  • Banking Advisor

    6 months ago

    Terrebonne, Canada National Bank of Canada Full time

    Youtube Video A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach, listen actively and offer a people-centric experience for branch clients. **Your job**: -...

  • Banking Advisor

    4 weeks ago

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

    Job SummaryJob DescriptionAs a Banking Advisor at Royal Bank of Canada, you will play a key role in delivering exceptional client experiences and driving sales growth in our Terrebonne branch.Key Responsibilities: Proactively engage with clients to understand their banking needs and provide expert advice on financial products and services. Focus on client...

  • Senior Banking Professional

    4 weeks ago

    Terrebonne, Quebec, Canada National Bank Full time

    About the RoleThe National Bank is seeking a skilled Banking Advisor to join our team. As a Banking Advisor, you will play a key role in providing exceptional client service and support to our clients.Key ResponsibilitiesProvide personalized banking solutions to clients, including transaction, investment, and personal financing services.Develop and maintain...

  • Senior Banking Professional

    4 weeks ago

    Terrebonne, Quebec, Canada National Bank Full time

    About the Role:The National Bank is seeking a skilled Banking Advisor to join our team. As a Banking Advisor, you will be responsible for providing exceptional client service and advice on personal and small business banking solutions.Key Responsibilities:Listen to clients' needs and resolve complex situations.Offer advice and solutions for clients'...

  • Top Banking Career Opportunity

    2 weeks ago

    Terrebonne, Quebec, Canada Royal Bank of Canada Full time

    Job DescriptionRoyal Bank of Canada is seeking a highly motivated and client-focused Banking Advisor to join our team in Terrebonne, Lachenaie, Mascouche, or Repentigny. This exciting opportunity will allow you to develop your skills in sales, problem-solving, and relationship-building while making a meaningful impact on clients' lives.As a Banking Advisor,...

  • Financial Advisor

    1 week ago

    Terrebonne, Quebec, Canada Royal Bank of Canada Full time

    About the RoleAs a Financial Advisor - Client Success Expert at Royal Bank of Canada, you will play a crucial role in helping our clients achieve their financial goals. This is an excellent opportunity to leverage your expertise and build strong relationships with our high-value personal and small business clients.You will provide proactive, professional...

  • RBC Banking Advisor Opportunity

    1 week ago

    Terrebonne, Quebec, Canada Royal Bank of Canada Full time

    Job OverviewRoyal Bank of Canada is seeking a skilled and motivated individual to join our team as a Banking Advisor in Terrebonne, Quebec. This part-time position offers the opportunity to work with clients and build relationships, while also developing your skills and career within our dynamic organization.About the RoleIn this role, you will be...

  • Financial Advisor

    1 week ago

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

    Job OverviewWe are seeking a Financial Advisor to join our dynamic team at the Royal Bank of Canada. As an expert advisor, you will play a vital role in helping clients achieve their financial goals and thrive in their communities.About the Role:As a Financial Advisor, you will attract, nurture, and grow relationships with high-value personal and small...

  • Expert Banking Professional

    4 weeks ago

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

    Job SummaryJob DescriptionAs a key member of the Royal Bank of Canada team, you will have the opportunity to build and maintain strong relationships with our high-value personal and small business clients.What is the opportunity?You will attract, nurture, and grow relationships with our clients by providing proactive, professional advice and collaborating...

  • Banking Advisor

    4 months ago

    Terrebonne, Canada Royal Bank of Canada> Full time

    Job SummaryJob Description**This is an opportunity for candidates to express their interest in current and future positions in the following locations: Terrebonne, Lachenaie, Mascouche, Repentigny**What is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction....

  • Client Advisor

    1 month ago

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

    Job SummaryJob DescriptionAs a Client Advisor at Royal Bank of Canada, you will be responsible for delivering exceptional client service and driving business growth by identifying sales and referral opportunities.Key Responsibilities:Proactively engage with clients to understand their needs and provide tailored solutions.Develop and maintain strong...

  • Banking Advisor

    4 weeks ago

    Terrebonne, Quebec, Canada Royal Bank of Canada Full time

    Job OpportunityThis role offers a unique chance to leverage your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. As an RBC ambassador, you will add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals.Key ResponsibilitiesProactively engage...

  • Business Development Representative

    1 week ago

    Terrebonne, Quebec, Canada Royal Bank of Canada Full time

    Are you passionate about helping clients achieve their financial goals?Job OverviewRoyal Bank of Canada is seeking a highly motivated Business Development Representative to join our team in Terrebonne, Quebec.About the RoleThis role will focus on building strong relationships with clients and providing them with expert advice on their banking needs. As a...

  • Banking Financial Consultant

    2 weeks ago

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

    Royal Bank of Canada is seeking a highly skilled Banking Financial Consultant to join our team in Terrebonne, Quebec.Job SummaryThis is an exciting opportunity for candidates to express their interest in current and future positions in the following locations: Terrebonne, Lachenaie, Mascouche, Repentigny.We are looking for a professional who can attract,...

  • Senior Banking Professional

    13 hours ago

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

    At Royal Bank of Canada, we are seeking a highly motivated and client-focused Senior Banking Professional to join our team in Terrebonne. As a key member of our Personal and Commercial Banking division, you will play a vital role in providing exceptional banking services to our clients.This is an exciting opportunity for individuals with a passion for sales...

  • Client Advisor

    1 month ago

    Terrebonne, Quebec, Canada Royal Bank of Canada Full time

    Job OpportunityAre you passionate about delivering exceptional customer service and driving business growth? We are seeking a skilled Client Advisor to join our team at the Royal Bank of Canada.Key ResponsibilitiesProactively engage with clients to deliver outstanding service experiences and identify sales and referral opportunities.Focus on education and...

  • Financial Solutions Expert

    2 weeks ago

    Terrebonne, Quebec, Canada Royal Bank of Canada Full time

    Compelling Opportunity: Join the Royal Bank of Canada as a Financial Solutions Expert, where you will have the chance to make a lasting impact on clients' lives. As part of our Personal and Commercial Banking team, you will be working in a dynamic environment with like-minded individuals who share your passion for delivering exceptional client...

  • Financial Services Relationship Manager

    3 weeks ago

    Terrebonne, Quebec, Canada Royal Bank of Canada Full time

    Job Opportunity:We are seeking an Expert Banking Advisor to join our team at Royal Bank of Canada.About the Role:As an Expert Banking Advisor, you will be responsible for attracting, nurturing, and growing relationships with our high-value personal and small business clients. You will provide proactive, professional advice and collaborate with RBC partners...

  • Personal Finance Advisor

    2 weeks ago

    Terrebonne, Canada Desjardins Full time

    As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...