Expert Banking Advisor
Description
As an RBC Financial Advisor, you will develop and maintain relationships with high-value personal and small business clients by offering proactive, professional advice and collaborating with RBC partners to help clients achieve their financial goals. This role requires expertise in everyday banking, investments, and credit, allowing you to provide comprehensive advice for both complex personal and business needs. You will focus on understanding client circumstances, delivering client-centric solutions, and championing digital enablement.
Ce que nous recherchons
Consistently demonstrate empathy, kindness, and understanding in all interactions with colleagues and clients.,Communicate effectively to uncover client needs, deliver advice, and resolve concerns at the first point of contact.,Utilize personal advice capabilities and leverage RBC ecosystem partners to meet clients' full financial needs.,Provide professional advice and education on complex credit and investments, ensuring appropriate solutions.,Champion digital enablement by educating clients on self-service and leading with advice.,Effectively use technology for virtual and face-to-face client connections.,Implement strategies to accelerate new client acquisition and retention in the local community.,Collaborate with financial planning, retirement planning, mortgages, and business banking experts.,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).,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.
Candidat idéal
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),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),Active in developing a solid network in the local community (Nice-to-have)
Compétences techniques
Compétences interpersonnelles
Heures de travail
37.5 hours/week
Avantages
Engagements spéciaux
Must be willing to travel and maintain mobility between various branch locations.
Aussi disponible à
À propos de l'entreprise
Royal Bank of Canada
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être et guidée par des principes en vue de produire une performance de premier plan. En tant que plus grande banque du Canada, elle offre des services de banque aux particuliers et aux entreprises, de gestion de patrimoine et de marchés des capitaux à plus de 17 millions de clients dans le monde.
Nous respectons votre vie privée
BerryMap utilise des cookies pour fournir des fonctionnalités essentielles, analyser l'utilisation et améliorer votre expérience. Vous pouvez personnaliser vos préférences ci-dessous.