Rbc
ExpertBankingAdvisor
“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”
Industry & Context.
Critical Thinking
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
Provide advice and education with an ability to address complex credit and investments
Champion digital enablement by proactively educating clients to self-serve
Implement effective contact and relationship building strategies
Accelerate new client acquisition and retention
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 to uncover client needs; Deliver client centric advice, solutions and proactively resolve client concerns at first point of contact; Bilingualism (English and French) required
Applying for this Expert Banking Advisor role?
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