Banking Advisor

0000050007 Royal Bank of Canada; Brossard; On-site; CAD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a client-focused banking professional who excels in problem-solving and relationship-building. This role involves engaging with clients to understand their needs, providing tailored advice, and leveraging technology to enhance their banking experience. You'll work within a collaborative team, enjoying opportunities for growth and development while making a meaningful impact in your community. If you have a passion for client service and thrive in a target-driven environment, this role is perfect for you.

Benefits

Supportive leadership with coaching opportunities

Work-life balance

Casual dress code

Engaging events and challenges for career skills development

Qualifications

• Strong problem-solving and people skills to build client relationships.
• Fluency in both French and English to serve diverse clients.

Responsibilities

• Engage clients to uncover banking needs and provide advice.
• Focus on client education and leveraging technology to drive sales.

Skills

Advice-Based Solutions

Client Centricity

Client Discovery

Communication

Critical Thinking

Curiosity

Data Analysis

Digital Literacy

Education

Mutual Funds accreditation

Investment Funds in Canada or Canadian Securities Course

Job description

This unique position leverages your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. You will assist clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value during key moments, collaborating with RBC partners to help clients achieve their goals. Whether demonstrating digital banking, onboarding new clients, or referring complex opportunities to specialists, your expertise will contribute to creating meaningful and memorable client experiences that drive satisfaction and loyalty.

What will you do?

1. Proactively engage with clients in branch and community settings to uncover banking needs, provide advice, and identify sales and referral opportunities.
2. Focus on client education and demonstrations, leveraging technology to deliver memorable experiences, drive sales, and retain business.
3. Respond to client-initiated contact, assisting with a full range of financial transactions.
4. Actively listen and engage clients to understand their individual needs.
5. Take ownership of resolving and preventing banking problems.
6. Maintain relationships with partners to maximize business opportunities and referrals.

What do you need to succeed?

1. Mutual Funds accreditation or willingness to obtain it (e.g., Investment Funds in Canada or the Canadian Securities Course).
2. A passion for putting clients first and success in a target-driven sales environment.
3. Problem-solving and people skills to build strong relationships and proactively connect with clients.
4. Flexibility, eagerness to learn, strong ethics, and a hunger for success.
5. Digital literacy across devices (smartphones, tablets, laptops, etc.).
6. Fluency in both French and English to serve diverse clients.

Nice-to-have

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

What are the advantages for you?

• Opportunity to grow within a progressive, collaborative, high-performance team.
• Build lasting relationships across Canada with diverse populations.
• Participate in engaging events and challenges to develop your career skills.
• Supportive leadership with coaching and learning opportunities.
• Work in a dynamic environment with a casual dress code and work-life balance.
• Make a meaningful, lasting impact in your community.

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, Canada

Work hours: 37.5/week

Employment Type: Full-time

Platform: Personal and Commercial Banking

Job Type: Regular

Posted Date: 2024-04-18

Application Deadline: 2024-12-31

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace. We support candidates with different abilities and provide accommodations during recruitment upon request.

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