Rbc
Banking
ExpertBankingAdvisor
Neural analysis suggests this role is
optimal for Mid candidates.
“Expert Banking Advisor at Rbc. Skills: Sales, Client relationship management, Financial advice. Attract, nurture, and grow relationships with high-value personal and small business clients. Provide proactive, professional advice”
What You'll Achieve.
Achieve business objectives; Accelerate new client acquisition and retention
Industry & Context.
Resolve client concerns at first point of contact
Mobility between branch locations, Ability and willingness to travel or work from any RBC location
What They're Looking For.
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
Nice to Have
Active in developing a solid network in the local community
What You'll Do.
and grow relationships with high-value personal and small business clients
Collaborate with RBC partners to help clients with their goals and key life events
Fulfill on a robust Advice Experience on both complex personal and business needs
Communicate effectively to uncover client needs
deliver client centric advice
solutions and proactively resolve client concerns at first point of contact
Use advice capabilities and those of partners to meet clients' entire suite of financial needs
Provide professional advice and education with an ability to address complex credit and investments
Champion digital enablement by proactively educating clients to self-serve
Make good use of technology to connect with clients both virtually and face to face
Implement effective contact and relationship building strategies
Collaborate with professionals in financial planning
and business banking experts
How You'll Work.
Team & Collaboration
Collaborate with RBC partners; Collaborate with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts
Communication Scope
Communicate effectively; Client-facing communication
Full 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?** 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
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