Expert Banking Advisor
Description
The Expert Banking Advisor at RBC focuses on building and nurturing client relationships, providing expert financial advice across personal and small business banking, investments, and credit. This role involves proactive client engagement, collaborating with RBC partners to meet financial goals, and championing digital solutions to enhance the client experience.
What We're Looking For
Consistently demonstrate empathy and kindness in client and colleague interactions.,Communicate effectively to understand client needs and deliver appropriate solutions.,Utilize RBC's ecosystem of partners to meet comprehensive client financial needs.,Provide professional advice and education on complex credit and investments.,Promote digital enablement and self-serve options for clients.,Leverage technology for both virtual and in-person client engagement.,Implement strategies to acquire and retain clients in the local community.,Collaborate with financial planning, retirement, mortgage, and business banking experts.
Ideal Candidate
Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).,Quebec Certificate of Achievement – Personal Finance (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, specifically handling credit and investments.,Demonstrated ability to build and maintain long-term client relationships.,Digital literacy across various devices (smartphones, tablets, laptops).
Minimum Education
Certificate of Achievement, Mutual Funds accreditation
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be willing to travel or work from any RBC branch location listed in the job posting.
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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