Banking Advisor

RBC - Royal Bank; Sherbrooke; On-site; CAD 40,000 - 60,000; Full time

Job summary

A leading financial institution seeks candidates for client-focused roles in Sherbrooke. This position emphasizes engaging with clients, providing advice on banking services, and fostering strong relationships through digital solutions. Ideal candidates will hold or pursue Mutual Funds accreditation, possess exceptional problem-solving skills, and exhibit a commitment to client satisfaction.

Benefits

Comprehensive Total Rewards Program including bonuses

World-class training program in financial services

Excellent career development opportunities

Qualifications

• Demonstrated passion for putting clients first in a target-driven sales environment.
• Bilingualism in English and French is required.

Responsibilities

• Proactively engage with clients to uncover banking needs and drive sales.
• Assist with a full range of financial transactions and resolve banking problems.

Skills

Client Centricity

Communication

Critical Thinking

Digital Literacy

Education

Mutual Funds accreditation (or willingness to obtain)

Job description

• This is an opportunity for candidates to express their interest in current and future positions of Sherbrooke, Lennoxville, Coaticook locations.

What is the opportunity?

This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals. Whether you’re demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client satisfaction and loyalty.

What will you do?

Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities

Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business

Respond to client-initiated contact, assisting them with a full range of financial transactions

Actively listen and engage clients in conversation to further understand their individual needs

Proactively take ownership of resolving and preventing client banking problems

Cultivate and maintain relationships with partners to make the most of business opportunities and referrals

What do you need to succeed?

Must-have

Mutual Funds accreditation, or willingness to obtain it (i.e., Investment Funds in Canada or the Canadian Securities Course)

Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment

Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients

Flexibility, eagerness to learn, strong personal ethics, and a hunger for success

Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)

Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.

Nice-to-have

Track record in building rapport and maintaining client relationships within the financial or service industry

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation.

A world-class training program in financial services

Excellent career development and access to a variety of job opportunities across business and geographies

Leaders who support your development through coaching and managing opportunities

Work in a dynamic, collaborative, progressive, and high-performing team

Job Skills

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