Banking Advisor
Description
The Banking Advisor role at RBC focuses on client interaction and sales expertise to assist clients with their everyday banking, credit, and investment needs. This position involves being an RBC ambassador, adding value to client interactions, and collaborating with partners to help clients achieve their financial goals. Responsibilities include demonstrating digital banking, onboarding new clients, and referring complex opportunities to specialists to ensure client satisfaction and loyalty.
What We're Looking For
Proactively engage with clients in branch and community settings to identify banking needs, provide advice, and find sales and referral opportunities.,Educate clients and demonstrate digital tools to enhance their experience, drive sales, and retain business.,Assist clients with a full range of financial transactions upon their initiation.,Actively listen and engage with clients to understand their individual needs.,Take ownership of resolving and preventing client banking problems.,Cultivate and maintain relationships with internal partners to maximize business opportunities and referrals.
Ideal Candidate
Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course) or willingness to obtain it.,Demonstrated passion for client focus and success in a target-driven sales environment.,Problem-solving and people skills with the ability to build strong relationships and proactively connect with clients.,Flexibility, eagerness to learn, strong personal ethics, and a hunger for success.,Digital literacy across a broad range of devices (smartphones, tablets, laptops, etc.).,Bilingualism (English and French) is required to serve both English and French-speaking clients.,Nice-to-have: Strong track record of building and maintaining client relationships in the finance or service sector.
Minimum Education
Not Specified (Mutual Funds accreditation or equivalent certification required)
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be willing to travel,Requires mobility between various branch locations
Also Available At
About the Company
Royal Bank of Canada
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank, it provides personal and commercial banking, wealth management, and capital markets services to over 17 million clients worldwide.
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