Banking Advisor- EN

RBC; Dorval; On-site; CAD 48,000 - 62,000; Full time

Job summary

RBC is seeking a client-focused Branch Sales Associate in Dorval, Quebec. You will proactively engage clients, assist with everyday banking, credit and investment needs, and travel between RBC locations as required.

You will leverage digital banking tools, demonstrate products, educate clients, build relationships with partners, and aim for referrals while delivering exceptional service. Bilingual English/French is required.

Qualifications

• Mutual funds accreditation or willingness to obtain it.
• Strong client-first mindset in a target-driven sales environment.
• Ability to build relationships and proactively connect with clients.
• Digitally literate across smartphones, tablets and laptops.
• Bilingual English/French required for regular client service.

Responsibilities

• Proactively engage with clients in-branch and in the community to identify needs and opportunities.
• Educate clients using digital banking tools to deliver a memorable experience and drive sales.
• Respond to client inquiries and facilitate a full range of financial transactions.
• Listen to clients to understand needs and resolve issues quickly.
• Collaborate with partners to maximize business opportunities and referrals.

Skills

Bilingual English/French

Problem solving

Digital literacy

Client focus

Flexibility

Education

Mutual Funds accreditation

Job description

Job Description

Please note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the \"Job Available at Other Locations\" section of this job posting

As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel or work from any RBC location listed in this section is a condition of employment.

What is the opportunity?

This unique position calls on your client-focused sales expertise and natural problem-solving skills tomaximize 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.

Job Description

Please note that successful candidates will be required to offer and maintain mobility between the branch locations listed in the \"Job Available at Other Locations\" section of this job posting

As part of RBC's commitment to providing exceptional client service and achieving its business objectives, the ability and willingness to travel or work from any RBC location listed in this section is a condition of employment.

What is the opportunity?

This unique position calls on your client-focused sales expertise and natural problem-solving skills tomaximize 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