The Expert Banking Advisor at RBC builds and maintains relationships with high-value personal and small business clients. This role involves providing proactive, professional advice on everyday banking, investments, and credit, and collaborating with RBC partners to help clients achieve their financial goals. Advisors are expected to offer a robust advice experience for both complex personal and business needs, ensuring client satisfaction and fostering new client acquisition and retention within the local community.
Consistently demonstrate empathy, kindness, and understanding in client and colleague interactions.,Communicate effectively to identify client needs and proactively resolve concerns.,Leverage RBC's ecosystem and partners to address clients' full financial needs.,Provide professional advice and education on complex credit and investments.,Champion digital enablement, educating clients on self-service and digital interactions.,Utilize technology for virtual and face-to-face client connections.,Implement strategies for new client acquisition and retention.,Collaborate with financial planning, retirement planning, mortgage, and business banking experts.
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 (e.g., Fundamentals of Personal Finance – Quebec, Investment and Taxation Fundamentals – Quebec, Insurance and Retirement – Quebec).
37.5 hours/week
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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