Expert Banking Advisor

RBC - Royal Bank; Laval; On-site; CAD 50,000 - 80,000; Full time

Job summary

RBC - Royal Bank is seeking a Financial Advisor in Laval to develop client relationships and provide tailored financial solutions. In this role, you will leverage your expertise in banking, investments, and credit to enhance clients' financial well-being. Candidates must have a valid Mutual Funds accreditation and able to build trust with a diverse client base. Join a collaborative team that prioritizes growth and a work-life balance.

Benefits

Coaching and learning opportunities

Dynamic and collaborative work environment

Comfortable work environment with casual dress code

Qualifications

• 1-2 years of proven sales experience in the financial services industry.
• Bilingualism (English and French) required.

Responsibilities

• Build and nurture relationships with clients.
• Provide proactive, professional financial advice.
• Implement effective contact and relationship-building strategies.

Skills

Client Centricity

Communication

Critical Thinking

Curiosity

Education

Completed Certificate of Achievement – Personal Finance

Valid Mutual Funds accreditation

Job description

• This is an opportunity for candidates to express their interest in current and future positions for the Laval Region

What is the opportunity?

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?

Consistently demonstrate empathy, kindness and take the time to understand circumstances, motivators and concerns in all interactions with colleagues and clients

Communicate effectively to uncover client needs, deliver client centric advice, solutions and proactively resolve client concerns at first point of contact

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

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

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.

Make good use of technology to connect with clients both virtually and face to face

Implement effective contact and relationship building strategies, that accelerate new client acquisition and retention in your local community

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

Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)

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)

1-2 years of proven sales experience in the financial services industry, handling credit and investments

Demonstrated ability to build trust and maintain long-term client relationships

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

Active in developing a solid network in the local community

What are the advantages for you?

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. We care about each other, realize our potential, make a difference for our communities, and achieve mutual success.

Network and develop lasting relationships with students from diverse backgrounds across Canada

Participate in fun events and gamification challenges to help you build your career toolkit while enjoying a work-life balance.

Leaders who support your development with coaching and learning opportunities

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

Ability to make a difference and lasting impact

Enjoy a comfortable work environment with the ability to dress casually

Job Skills

Client Centricity, Communication, Critical Thinking, Curiosity