Expert Banking Advisor

Royal Bank of Canada>; Saint-Hyacinthe; On-site; CAD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Financial Advisor to build and nurture relationships with personal and small business clients. This role involves providing expert advice across banking, investments, and credit, ensuring clients receive tailored solutions for their financial goals. The ideal candidate will demonstrate empathy, effective communication, and a commitment to digital enablement. Join a dynamic team that prioritizes professional development and work-life balance, while making a meaningful impact in the community. If you are passionate about helping clients thrive, this opportunity is perfect for you.

Benefits

Coaching and learning opportunities

Dynamic and collaborative team environment

Casual dress code

Fun events and gamification challenges

Ability to make a difference

Qualifications

• 1-2 years of proven sales experience in financial services.
• Demonstrated ability to build trust and maintain client relationships.

Responsibilities

• Provide proactive, professional advice to clients.
• Collaborate with partners to meet clients' financial needs.

Skills

Client Centricity

Communication

Critical Thinking

Curiosity

Bilingualism (English and French)

Digital Literacy

Education

Valid Mutual Funds Accreditation

Certificate of Achievement – Personal Finance

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, Chateauguay, Boucherville, Longueuil, La Prairie, 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?

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

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 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 & COMMERCIAL BANKING

Job Type: Regular

Posted Date: 2024-04-23

Application Deadline: 2025-03-31

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.

Inclusion and Equal Opportunity Employment:

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients, and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

Join our Talent Community:

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips, and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.