As an RBC Financial Advisor, you will build and maintain relationships with high-value personal and small business clients. This involves providing proactive, professional financial advice across everyday banking, investments, and credit, and collaborating with RBC partners to help clients achieve their financial goals and navigate key life events. You will also focus on client acquisition, retention, and digital enablement.
Consistently demonstrate empathy, kindness, and understanding in client and colleague interactions.,Communicate effectively to uncover client needs, deliver client-centric advice, and resolve concerns.,Utilize RBC's ecosystem and partners to meet clients' full range of 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 encouraging digital interactions.,Effectively use technology for virtual and face-to-face client connections.,Implement strategies for 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, offered through the Canadian Securities Institute (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 (i.e., smartphones, tablets, laptops, etc.).,Bilingualism (English and French) required.
37.5 hours/week
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.
BerryMap utilise des cookies pour fournir des fonctionnalités essentielles, analyser l'utilisation et améliorer votre expérience. Vous pouvez personnaliser vos préférences ci-dessous.