Expert Banking Advisor

0000050007 Royal Bank of Canada; Saint-Thomas-d'Aquin; On-site; CAD 50,000 - 90,000; Full time

Job summary

This innovative firm is seeking a dedicated Financial Advisor to foster relationships with personal and small business clients. In this role, you will provide tailored financial advice, leveraging your expertise in banking, investments, and credit. You'll collaborate with a dynamic team to ensure clients receive the best solutions for their unique needs. With a focus on digital enablement, you will educate clients on self-service options while maintaining a personal touch. Join a progressive organization that values diversity, supports your development, and offers a collaborative work environment where you can truly make a difference.

Benefits

Coaching and learning opportunities

Dynamic and collaborative team environment

Casual dress code

Work-life balance initiatives

Networking opportunities

Qualifications

• 1-2 years of sales experience in financial services required.
• Must have Mutual Funds accreditation and Personal Finance certificate.

Responsibilities

• Build and maintain long-term client relationships with empathy.
• Provide professional advice on credit and investments.

Skills

Client Centricity

Communication

Critical Thinking

Curiosity

Fluency in French

Fluency in English

Education

Mutual Funds accreditation

Certificate of Achievement – Personal Finance

Tools

Digital literacy

Job description

As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events. As an expert advisor, you have a breadth and depth of expertise across everyday banking, investments and credit, with the ability to fulfill on a robust Advice Experience on both complex personal and business needs.

What will you do?

1. Consistently demonstrate empathy, kindness and take the time to understand circumstances, motivators and concerns in all interactions with colleagues and clients.
2. Communicate effectively to uncover client needs, deliver client centric advice, solutions and proactively resolve client concerns at first point of contact.
3. Use your own advice capabilities, and those of the right partner in the RBC ecosystem to meet our clients' entire suite of financial needs, both personal and business.
4. Provide professional advice and education with an ability to address complex credit and investments, ensuring solutions recommended are appropriate for client needs and financial circumstances.
5. Champion digital enablement by proactively educating our clients to self-serve, while leading with advice, serving through digital where possible and encouraging our clients to interact with us in their channel of choice.
6. Make good use of technology to connect with clients both virtually and face to face.
7. Implement effective contact and relationship building strategies, that accelerate new client acquisition and retention in your local community.
8. Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and relevant expert advice.

What do you need to succeed?

Must-have

1. Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course).
2. Quebec – Completed Certificate of Achievement – Personal Finance, offered through the Canadian Securities Institute (i.e., Fundamentals of Personal Finance – Quebec, Investment and Taxation Fundamentals – Quebec, Insurance and Retirement – Quebec).
3. 1-2 years of proven sales experience in the financial services industry, handling credit and investments.
4. Demonstrated ability to build trust and maintain long-term client relationships.
5. Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.).
6. This role requires fluency in both French and English in order to serve RBC's French and English-speaking customers in this market.

Nice-to-have

1. Second language skill.
2. Active in developing a solid network in the local community.

What are the advantages for you?

1. We strive to meet the challenge of being our best mind, a progressive mindset to continue to grow and work together to provide trusted advice to help our clients thrive and thrive in communities.
2. Network and develop lasting relationships with students from diverse backgrounds across Canada.
3. Participate in fun events and gamification challenges to help you build your career toolkit while enjoying a work-life balance.
4. Leaders who support your development with coaching and learning opportunities.
5. Work in a dynamic, collaborative, progressive and high-performance team.
6. Ability to make a difference and lasting impact.
7. Enjoy a comfortable work environment with the ability to dress casually.

Job Skills

Client Centricity, Communication, Critical Thinking, Curiosity.

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 and Commercial Banking

Job Type: Regular

Posted Date: 2024-04-23

Application Deadline:

Inclusion and Equal Opportunity Employment

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