Expert Banking Advisor
Description
The Expert Banking Advisor at RBC focuses on attracting, nurturing, and expanding relationships with high-value personal and small business clients. This role involves providing proactive, professional advice, collaborating with RBC partners, and offering expertise across everyday banking, investments, and credit to fulfill complex personal and business financial needs.
What We're Looking For
The advisor will consistently demonstrate empathy and effective communication to understand client needs, deliver client-centric advice, and resolve concerns. They will utilize their own expertise and collaborate with RBC partners to meet clients' full financial needs, provide professional advice on complex credit and investments, and champion digital enablement by educating clients on self-service while leveraging technology for virtual and face-to-face connections. The role also involves implementing strategies for new client acquisition and retention within the local community and collaborating with financial planning, mortgage, and business banking experts.
Ideal Candidate
Must-have: Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course), Quebec – Completed Certificate of Achievement – Personal Finance (Fundamentals of Personal Finance – Quebec, Investment and Taxation Fundamentals – Quebec, Insurance and Retirement – Quebec). Nice-to-have: Active in developing a solid network in the local community.
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be willing to offer and maintain mobility between the branch locations listed.
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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