Expert Banking Advisor

4 months ago

Sherbrooke, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

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

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

Additional Job Details

Address:

2665 RUE KING O:SHERBROOKE

City:

SHERBROOKE

Country:

Canada

Work hours/week:

37.5

Employment Type:

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-07-04

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

    Sherbrooke, Quebec, Canada Royal Bank of Canada Full time

    Job Opportunity:As a Financial Advisor at Royal Bank of Canada, you will play a key role in building and maintaining relationships with high-value clients, providing them with expert advice and guidance to help them achieve their financial goals.Key Responsibilities:Develop and maintain strong relationships with clients, understanding their financial needs...

  • Banking Advisor

    6 months ago

    Sherbrooke East, Canada National Bank Full time

    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:Greet clients and answer...

  • Banking Advisor

    1 month ago

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

    Job SummaryUnlock Your Potential as a Banking AdvisorWe are seeking a highly motivated and client-focused Banking Advisor to join our team. As a key member of our team, you will be responsible for providing exceptional client service, building strong relationships, and driving sales growth.Key ResponsibilitiesProactively engage with clients to understand...

  • Expert Banking Professional

    1 month ago

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

    Job SummaryJob DescriptionWhat is the opportunity?As a Royal Bank of Canada Financial Advisor, you will 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 will provide our clients with proactive, professional advice and collaborate with RBC partners to help...

  • Premier Banking Advisor

    7 days ago

    Sherbrooke, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** We are currently seeking a Premier Banking Advisor to join our team. You will be a professional advisor delivering a superior client experience to high net worth Wealth Management Canada households for their personal banking and lending needs. You will be responsible for acquiring and deepening relationships of...

  • Premier Banking Advisor

    1 week ago

    Sherbrooke, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?We are currently seeking a Premier Banking Advisor to join our team. You will be a professional advisor delivering a superior client experience to high net worth Wealth Management Canada households for their personal banking and lending needs. You will be responsible for acquiring and deepening relationships...

  • Financial Advisor

    21 hours ago

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

    Expert Banking Advisor Job OverviewWe are seeking an experienced Financial Advisor - High-Value Relationship Specialist to join our team at Royal Bank of Canada. This role involves building and maintaining high-value relationships with clients, providing expert advice on banking, investments, and credit.About the RoleThis is a full-time position based in...

  • Expert Banking Professional

    1 week ago

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

    About the RoleAs a seasoned banking professional at Royal Bank of Canada, you will play a pivotal role in cultivating strong relationships with high-value clients. Your expertise in providing proactive advice and collaboration with RBC partners will be instrumental in helping clients achieve their goals and navigate key life events.Key...

  • Expert Financial Relationship Manager

    21 hours ago

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

    Job OverviewWe are seeking an Expert Financial Relationship Manager to join our team at Royal Bank of Canada. As an RBC Financial Advisor, you will attract and grow relationships with high-value clients, providing proactive advice and collaborating with partners to help clients achieve their goals.About the RoleThis is a salaried position, offering a...

  • Global Service Advisor

    2 weeks ago

    Sherbrooke, Quebec, Canada BRP Full time

    Role OverviewWe are seeking a highly skilled Global Technical Power Sports Service Advisor to join our team. As a key member of our technical support team, you will be responsible for providing expert advice, performing diagnostics, and resolving technical issues related to our powersports products.

  • Banking Advisor

    3 months ago

    Sherbrooke, 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 of Sherbrooke, Lennoxville, Coaticook locations.**What is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you...

  • Customer Relationship Manager

    2 weeks ago

    Sherbrooke, Quebec, Canada Royal Bank of Canada Full time

    Transformative Banking ExperienceRoyal Bank of Canada is seeking a highly motivated Customer Relationship Manager to join our team as a Banking Advisor. As an Ambassador inside our branches, you will put clients first and find solutions to their individual needs.About the OpportunityThis exciting role offers a comprehensive Total Rewards Program including...

  • Mortgage Advisor

    1 month ago

    Sherbrooke, Quebec, Canada Scotiabank Full time

    Job Title: Mortgage AdvisorAre you a results-driven professional with a passion for banking and client relationships? Do you have a strong commitment to trust development and delivering exceptional service? We are seeking a Mortgage Advisor to join our team at Scotiabank.About the Role:As a Mortgage Advisor, you will be responsible for building lasting...

  • Financial Advisor

    5 months ago

    Sherbrooke, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Personal banking professional

    2 weeks ago

    Sherbrooke, Quebec, Canada BMO Full time

    Job Summary:We are seeking a highly skilled and motivated Customer Service Associate to join our team at BMO. As a key member of our branch team, you will play a critical role in delivering exceptional customer service and building strong relationships with our clients.Main Responsibilities:Deliver exceptional customer service and support to our clients,...

  • Mortgage Advisor

    6 months ago

    Sherbrooke, Canada Scotiabank Full time

    Requisition ID: 201142 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose**: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners,...

  • Section Manager

    6 months ago

    Sherbrooke, Canada National Bank of Canada Full time

    Being a Section Director at the Customer Experience Center for the banking sector means mobilizing a team of advisors who are committed to effectively meeting the different needs of our customers while ensuring a superior and efficient customer experience. For your team of 13 employees, you will create a motivating and inspiring climate that promotes...

  • Banking Centre Leader

    7 months ago

    Sherbrooke, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Private Wealth Advisor

    3 weeks ago

    Sherbrooke, Canada National Bank Full time

    Attendance On-Site Job number 23268 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 04-Nov-2024 Location: Sherbrooke, Quebec City Sherbrooke Province/State Quebec Area of Interest: Wealth management A career as a Private Wealth Advisor in the Commercial & Private...

  • Private Wealth Advisor

    3 weeks ago

    Sherbrooke, Canada National Bank Full time

    Attendance On-Site Job number 23268 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 04-Nov-2024 Location: Sherbrooke, Quebec City Sherbrooke Province/State Quebec Area of Interest: Wealth management A career as a Private Wealth Advisor in the Commercial & Private...