Banking Advisor

Royal Bank of Canada>; Brossard; On-site; CAD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking client-focused sales experts to join their dynamic team in Brossard. This role offers the chance to engage with clients, understand their banking needs, and provide tailored solutions. As an ambassador for the firm, you will play a pivotal role in enhancing client experiences through proactive engagement and digital literacy. With a strong emphasis on problem-solving and relationship building, this position provides numerous opportunities for career growth and development. Join a supportive environment that values your contributions and fosters your professional journey.

Benefits

Comprehensive Total Rewards Program

World-class training in financial services

Opportunities for career development

Supportive leadership

Dynamic team environment

Qualifications

• Must have Mutual Funds accreditation or willingness to obtain it.
• Strong problem-solving and interpersonal skills required.

Responsibilities

• Engage with clients to identify banking needs and offer advice.
• Utilize technology to enhance client experience and drive sales.
• Build and maintain relationships with partners for referrals.

Skills

Client Centricity

Problem-Solving

Interpersonal Skills

Digital Literacy

Communication

Critical Thinking

Curiosity

Data Analysis

Education

Mutual Funds Accreditation

Investment Funds in Canada or Canadian Securities Course

Job description

Job Summary

Job Description

• This is an opportunity for candidates to express their interest in current and future positions in the South-Shore of Montreal (Brossard, Candiac, Châteauguay, Boucherville, Longueuil, St-Hubert, St-Bruno, St-Lambert, Varennes, St-Constant) or Montérégie (Beloeil, Saint-Jean-sur-Richelieu, Chambly, Saint-Hyacinthe, Granby, Cowansville) locations.

What is the opportunity?

This position requires your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. You will assist clients with their banking, credit, and investment needs. As an RBC ambassador, you will add value during key moments and collaborate with RBC partners to help clients achieve their goals. Your role may involve demonstrating digital banking tools, onboarding new clients, or referring complex opportunities to specialists, all aimed at creating meaningful client experiences that foster satisfaction and loyalty.

What will you do?

1. Engage proactively with clients in the branch and community to identify banking needs, offer advice, and spot sales and referral opportunities.
2. Focus on client education and demonstrations, utilizing technology to enhance the client experience, drive sales, and retain business.
3. Respond to client-initiated contacts, assisting with a full range of financial transactions.
4. Listen actively to understand individual client needs.
5. Take ownership of resolving and preventing banking issues.
6. Build and maintain relationships with partners to maximize business opportunities and referrals.

What do you need to succeed?

Must-have

• Mutual Funds accreditation or willingness to obtain it (e.g., Investment Funds in Canada or the Canadian Securities Course).
• Passion for putting clients first and success in a target-driven sales environment.
• Strong problem-solving and interpersonal skills to build relationships and connect proactively with clients.
• Flexibility, eagerness to learn, strong ethics, and a hunger for success.
• Digital literacy across devices (smartphones, tablets, laptops, etc.).
• Bilingualism (English and French) required to serve diverse client needs.

Nice-to-have

• Experience in building rapport and maintaining client relationships within the financial or service industry.

What's in it for you?

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive salary.
• World-class training in financial services.
• Opportunities for career development across various roles and locations.
• Supportive leadership focused on your growth.
• Work in a dynamic, collaborative, high-performing team environment.

Job Skills

Advice-Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy

Additional Job Details

Address: 1100 RUE DU LUX, UNIT 210, BROSSARD

City: BROSSARD

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2024-04-18

Application Deadline: 2025-12-31

Note: Applications accepted until 11:59 PM the day prior to the deadline.

Inclusion and Equal Opportunity Employment

At RBC, we foster an inclusive workplace with diverse perspectives, supporting our growth as a leading bank. We are committed to policies and programs that promote respect, belonging, and opportunity for all.

Join our Talent Community

Stay informed about career opportunities at RBC by signing up for updates on jobs, tips, and events. Discover how we use our passion to enhance client and community well-being at jobs.rbc.com.