Banking Advisor

Royal Bank of Canada>; Saint-Hyacinthe; On-site; CAD 45,000 - 80,000; Full time

Job summary

An established industry player is seeking dynamic individuals to join their team in the South-Shore of Montreal. This role focuses on delivering exceptional client experiences through effective banking solutions, leveraging digital tools, and fostering strong relationships. Candidates will thrive in a target-driven environment, showcasing their problem-solving abilities and client-centric approach. With comprehensive rewards, world-class training, and ample opportunities for career growth, this position promises a fulfilling career path within a collaborative and high-performing team. If you are passionate about client success and eager to learn, this opportunity is perfect for you.

Benefits

Comprehensive rewards

World-class training

Career growth opportunities

Supportive leadership

Dynamic team environment

Qualifications

• Client-focused sales expertise and problem-solving skills.
• Willingness to obtain Mutual Funds accreditation.

Responsibilities

• Engage proactively with clients to identify banking needs.
• Assist with financial transactions and problem resolution.

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

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 problem-solving skills to maximize each client interaction. You will assist clients with their banking, credit, and investment needs, adding value during important moments and collaborating with RBC partners to help clients achieve their goals. Your role involves demonstrating digital banking tools, onboarding new clients, and referring complex opportunities to specialists, all contributing to meaningful client experiences that foster satisfaction and loyalty.

What will you do?

1. Engage proactively with clients in branches and communities to identify banking needs, offer advice, and recognize sales and referral opportunities.
2. Focus on client education and demonstrations, leveraging technology to enhance client experiences, increase 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 problems.
6. Maintain relationships with partners to optimize 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.
• Problem-solving and interpersonal skills to build strong relationships.
• Flexibility, eagerness to learn, strong ethics, and a drive to succeed.
• Digital literacy across devices (smartphones, tablets, laptops, etc.).
• Bilingualism in English and French to serve diverse clients.

Nice-to-have

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

What’s in it for you?

• Comprehensive rewards, including bonuses and benefits, with competitive pay.
• World-class training in financial services.
• Opportunities for career growth across various roles and locations.
• Supportive leadership focused on development.
• Work within a dynamic, collaborative, and high-performing team.

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 before the deadline.

Inclusion and Equal Opportunity Employment

RBC promotes an inclusive workplace that values diversity, supporting employees to perform, collaborate, innovate, and grow. We foster a respectful environment that encourages belonging and opportunity for all.

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