Description
This opportunity at RBC involves attracting, nurturing, and expanding relationships with high-value personal and small business clients by providing proactive, professional advice and collaborating with RBC partners. The role requires expertise across everyday banking, investments, and credit, focusing on delivering a robust advice experience for complex personal and business financial needs.
What We're Looking For
Consistently demonstrate empathy, kindness, and understanding in all interactions.,Communicate effectively to identify client needs, deliver client-centric advice, and resolve concerns promptly.,Utilize personal advisory capabilities and leverage RBC partners to meet comprehensive client financial needs.,Provide professional advice and education, addressing complex credit and investment matters suitable for client needs.,Champion digital enablement by educating clients on self-service options and utilizing technology for virtual and face-to-face connections.,Implement effective contact and relationship-building strategies to accelerate new client acquisition and retention.,Collaborate with financial planning, retirement planning, mortgages, and business banking experts to ensure customized advice.
Ideal Candidate
Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course),Quebec – Completed Certificate of Achievement – Personal Finance (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 (smartphones, tablets, laptops, etc.),Bilingualism (English and French) required,Active in developing a solid network in the local community (Nice-to-have)
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Required to offer and maintain mobility between listed branch locations; willingness to travel or work from any RBC location in the section is a condition of employment.
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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